05/16/2017
For the hundreds of UK firms with sub £1 billion AUM, Tercero Cloud offers the three major benefits of superior technology, a low, all-inclusive charge and a completely personalised service.
05/16/2017
Advisors who partner with Invisor to use Invisor CoPilot™ can choose their level of involvement at the time of onboarding their client
05/16/2017
SoFi Wealth users can access their accounts via the web, as well as the SoFi Wealth app, available now for both Android and iOS.
05/15/2017
This is a big change – Old Mutual Wealth was £330 million into its project with IFDS, and the thick end of five years have gone by since it got on the road.
05/15/2017
The judging panel commented on the winning entry “Our winner has put a great deal of work into developing a user-friendly front office solution. Judges felt its focus on design and ease of use comes through very clearly.”
05/13/2017
The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017
05/12/2017
A handful of banks were onboarded in 2013/14.
05/12/2017
Fears grow over whether just four providers can handle the huge replatforming challenge
05/11/2017
Financial advisers need to have a strategy to deal with the advent of robo advisers
05/10/2017
ANZ Wealth head of life insurance, Gerard Kerr, says these enhancements will save advisers time when preparing quotes for OneCare.
05/10/2017
As a result, the firm quickly changed strategy to target the first-generation entrepreneurs, especially in the technology space.
05/10/2017
Customers who are leaving their current bank are clearly saying that they need more value from their banks: both in monetary and experiential terms.
05/10/2017
The firm acquired FutureAdvisor for $152 million in 2015.
05/10/2017
At the end of the day, it’s people that determine the success of a technology investment.
05/10/2017
Trust Company Adopts SEI Wealth Platform
We look forward to working alongside SEI to deliver new opportunities to our employees and the best possible client experience.
05/09/2017
While we see other firms lagging behind on product investments, we are increasing the pace of innovation in our core solutions
05/09/2017
“Regulators are now more prescriptive about compliance requirements, urging financial firms to measure and report liquidity risk in a systematic way across their firm,”
05/08/2017
Financial advisers will need to develop new skills as the profession continues to evolve
05/07/2017
Private banks and wealth managers are increasing their spending on technology at an unprecedented scale and speed.
05/05/2017
InvestCloud delivers these apps in a hyper-modular fashion using its patented Programs Writing Programs (PWP) technology.