02/01/2017
Ch-ch-ch-changes in wealth management
The modern day investors are much more savvy and better informed
Wealth & Asset Management
02/01/2017
Vontobel Asset Management selects SimCorp Coric to Automate Client Communications and Fund Reporting Processes
Vontobel will deploy SimCorp Coric as a hosted solution via Microsoft Azure
01/31/2017
10 wealth management trends for 2017
Rapid technology developments increases costs for many wealth firms
01/30/2017
The Europe's must attend event for digital wealth and financial innovation
Discover how data and artificial intelligence are used to understand investor behaviour, manage compliance risk and deliver personalised content. Meet the investment managers, digital designers, technology innovators, executives and venture capitalists sh
01/30/2017
Abu Dhabi Global Market Partners With Temenos On Fintech Innovation Jam, Abu Dhabi 2017
Temenos increases its focus on Fintech Innovation
01/29/2017
Investors Aren’t Finding Wealth Managers On Google
Wealth Management struggles with search
01/27/2017
FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions
Wealth management is an area of strong, continued growth
01/25/2017
RBC Wealth Management Boosts Fiduciary Tech Offering
Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning.
01/25/2017
Cornerstone Family Office Selects Private Wealth Systems for Multi-Asset Investment Reporting and Data Management
This move allows us to focus on our core business of providing advice and administrative support to our ultra-high net worth families
01/24/2017
UBS AG renews its contract with HCL
HCL will continue to deliver major Finance Operations services to UBS AG for the next three and a half years
01/23/2017
Robo-advisers take aim at high net worth clients
Trying to lure older, higher net worth investors is a smart strategy for robo-advisers today
01/20/2017
Profile Software in the Middle East Wealth Management Forum in Dubai, supporting its operations in MENA
Profile supports thought provoking industry leading events for the Wealth Management domain to further enhance its regional operations.
01/19/2017
Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)
"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"
01/19/2017
Validata Group & OneAston team up to deliver best-in-class Quality for Temenos WealthSuite clients globally
Validata Group and OneAston are pleased to announce that they have formed a strategic partnership to collaborate on delivering expert services around the Temenos WealthSuite solution
01/19/2017
Canada's Royal Bank boosts focus on AI with new research lab
A type of machine learning that uses reward and punishment.
01/19/2017
Capriza Announces Partnership with Schroders
There is no ‘rip and replace’ option for complex core systems
01/18/2017
Wall Street is witnessing a 'third wave of computerization'
Automated investment services utilize algorithms to manage and allocate people's assets
01/18/2017
Morgan Stanley Looks to Tech Industry to Improve Wealth Management
Morgan Stanley will be building a lot of digital technology to support the financial advisors and the branch operations
01/16/2017
Sink or Swim: Why wealth management can’t afford to miss the digital wave
PwC has surveyed over 1000 high net worth individuals and interviews with 100 client-facing relationship managers who work in wealth management firms to explore the digital opportunities that the industry is powerfully positioned to exploit.
01/10/2017
US FinTech firm buys UK wealth management software firm
The firm claims to have some 660 customers in the market for new accounting software.