04/19/2017
Google APAC financial dashboard reveals growing interest in wealth management products
Searches peaked in May to June 2016 with key interest in the Euro following the Brexit announcement.
Wealth & Asset Management
04/19/2017
Third Financial launch ‘TERCERO POD’
The Pod has been equipped with these new features already, and will be open for clients to try in order to provide feedback before it is implemented on site.
04/19/2017
SEI Reports First-Quarter 2017 Financial Results
Our advanced solutions are at the center of what will help our clients sustain their success, while helping us achieve sustainable growth and provide increased shareholder value.
04/18/2017
Why next-gen digital platforms will revive portfolios
The upshot for Lawton was to quit banking and set up Eigencat in Singapore.
04/17/2017
Swiss Private Bank partners Crealogix for mobile banking
The avoidance of additional hardware tokens or access codes provides superior flexibility while ensuring maximum security.
04/12/2017
SEI Funds Receive Global Recognition in 2017
Total of Six Awards in UK, US, and Canada in First Quarter
04/12/2017
Robo wealth firm allies with financial support provider
Together they intend to roll out a number of innovative offerings and develop educational content to help people feel positive and informed about their finances.
04/11/2017
Jack Ma Goes After Robo advisors In China
Clients then track the performance of what was recommended to them and can compare their decision to other options made available at the time of the investment.
04/10/2017
Software firm acquires Swiss-based private banking IT system
Will be able to offer a highly competitive front-to-back office software solution allowing private banks to cover the entire functional coverage with only one provider.
04/10/2017
How AI could transform wealth management
David Horton, head of innovation at Synechron, said AI is being used by legacy wealth managers as a way of targeting the mass affluent.
04/07/2017
Local Hong Kong fintech launches innovative mobile app
It also enables customers to take advantage of its upgraded 2.0 global robo-advisor service.
04/07/2017
First Rate Announces Partnership with Wealth Access
It allows for on-demand reporting in a digital experience that is unmatched in the industry
04/07/2017
SS&C Celebrates Black Diamond Wealth Platform 1,000 Client Milestone
These firms selected Black Diamond to help strengthen their client relationships, reduce their back-office overhead, and drive efficiency and productivity.
04/07/2017
StatPro to acquire UBS Delta
The acquisition is phased over three to five years as StatPro incorporates UBS Delta’s functionality into its flagship product, StatPro Revolution.
04/06/2017
Plum launches high net worth home cyber cover
It also offers identity theft resolution services, IT forensic specialists, data restoration support and a specialist 24 hour claims helpline.
04/06/2017
Standard Chartered Private Bank launches industry-first digital wealth advisory tool
With multi-source information efficiently available on a single portal, RMs can spend more time with clients to better understand their needs.
04/06/2017
We've changed our name!
Sammedia is now moneyinfo limited
04/05/2017
White Paper 'Demystifies' the Cloud for Wealth Managers
Cloud computing has fast become the 'new normal' in IT
04/05/2017
Jupiter Asset Management takes on Milestone Group’s pControl for NAV oversight
We’re now very well equipped for the future and can focus on adding real value to our business and our clients.
04/05/2017
James Brearley & Sons selects JHC FIGARO to support its strategic objectives with new technology platform
JHC’s proven, highly-scalable and automated technologies—combined with their track record of working with financial institutions like ourselves and the high and sustained levels of investment in their business — gives us a huge amount of