10/30/2017
Concierge service orders £40m share sale
It has more than 45 corporate clients from private banks to premium payment card companies.
Wealth & Asset Management
10/29/2017
Confideal announces cooperation with wealth management platform
Confideal will help WealthMan increase security and reduce the costs of operations with commodities and assets by implementing smart contract templates into their platform.
10/27/2017
GPS robo-adviser launches
Technology is a big part of our business
10/27/2017
Regions Bank Goes Live on SEI Wealth Platform
Enhanced Unified Solution Provides End-Clients Superior Holistic Wealth Management Experience
10/26/2017
Edmond de Rothschild (Suisse) goes live on Avaloq Banking Suite
These services include the implementation and maintenance of the Avaloq Banking Suite, a digital front-to-back platform, application management and IT infrastructure and operation.
10/26/2017
This robo advisory platform aims to make investments easy and simple
Smartly has also taken financial advisory further up in terms of financial education
10/24/2017
Bank of Asia uses Avaloq Banking Suite as a service to create digital bank
Bank of Asia’s Founder and Chairman, Hong Kong based businessman and lawyer Carson Wen, started to establish the new bank in early 2015.
10/23/2017
Scalable Capital to Offer UK-based BlackRock Employees Access to Digital Wealth Management
Adds BlackRock to its growing number of world-leading partners that already includes ING-DiBa and Siemens Private Finance.
10/22/2017
Swiss fintech company Avaloq eyes Asia, global expansion
Francisco Fernandez, founder and group chief executive of Zurich-based Avaloq.
10/20/2017
Wealth Management Alums "Marry" Talents to Form New Wealth Technology Venture
The wealth management industry is facing an existential moment," said Doug.
10/20/2017
Geneva Management Group launches WM platform for independents
Users will have access to web-based multi-banking financial consolidation and management technology and in-house expertise.
10/19/2017
Big Tech Threat Creeping Up On Wealth Managers
Big Techs Could Emerge As Formidable Competitors
10/19/2017
Temenos Targets Further Growth in Americas
Temenos Targeting Banks With More Than $10 Billion In Assets
10/19/2017
IRESS helps advisers go virtual with video meeting tool
The integration will be available to XPlan users on version 2.21 or higher.
10/19/2017
IRS Hunt for Cryptocurrency Isn’t Going Away: Expert Blog
You have to send the IRS money from something else. You either pay the employee some cash and some Bitcoin, and withhold extra on the cash.
10/18/2017
Wealth-management Venture Sees Boost from China's Belt and Road Initiatives
Partnering with FWD Group, PIVOT is banking on Southeast Asia's fintech potential, bolstered by the Chinese government's Belt and Road program
10/18/2017
Network Online With Our New Coutts Connect Service
Clients can now interact with other clients online using our exclusive networking site
10/18/2017
Appway Announces New Solutions for Financial Services
The new solution for the retail banking industry is driven by learnings from clients
10/18/2017
Temenos reports very strong Q3 results
Strong momentum across all KPIs, FY 2017 guidance raised
10/17/2017
Moneyfarm is changing the face of wealth management
Technology is an enabler, and through these firms, people are taking their financial affairs into their own hands.