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
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
It also enables customers to take advantage of its upgraded 2.0 global robo-advisor service.
04/07/2017
It allows for on-demand reporting in a digital experience that is unmatched in the industry
04/07/2017
These firms selected Black Diamond to help strengthen their client relationships, reduce their back-office overhead, and drive efficiency and productivity.
04/07/2017
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
It also offers identity theft resolution services, IT forensic specialists, data restoration support and a specialist 24 hour claims helpline.
04/06/2017
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
Sammedia is now moneyinfo limited
04/05/2017
Cloud computing has fast become the 'new normal' in IT
04/05/2017
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
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
04/04/2017
Industry leader's entry into business could fuel decline in costs
04/04/2017
Regtech, cloud solutions key to scaling advisors’ practices
04/04/2017
Management giant becomes latest to surrender to quantitative push
04/04/2017
Family offices in Singapore recorded an average return of 1.2 per cent in 2015, according to the Global Family Office Report by Campden Wealth Research and UBS.
04/03/2017
Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.
04/03/2017
Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.
03/31/2017
Critics of robo-advice have suggested such propositions may not be able to cope with a financial crisis
03/31/2017
Automation and big data mining are helping human planners compete