03/21/2024
Wealth Dynamix welcomes Luna Investment Management as a new client
Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape
03/21/2024
Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape
03/18/2024
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/14/2024
Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground
03/13/2024
The cloud-based solution now also boasts enhanced modelling
03/12/2024
Metrobank is implementing Temenos Wealth to improve operational efficiency, elevate the customer experience and support business growth from digital channels
03/11/2024
The spotlight on generative AI further exemplifies the industry’s technological pivot.
03/08/2024
Broadridge’s Sentry solution brings greater accuracy and transparency to the private credit process and provides front-to-back-office functionality to increase overall efficiency.
03/08/2024
Temporary exemptions from certain conditions for maintaining the listing in accordance with article 7 Listing Rules
03/06/2024
Modern WealthTech software has become a linchpin in enhancing customer retention and fine-tuning investment strategies.
03/05/2024
At its core, a blockchain is a secure, distributed database.
03/05/2024
CREALOGIX was founded in 1996
03/05/2024
The digital consumerism era compels them to evolve, integrating technology with traditional touchpoints to meet the modern investor’s n
02/27/2024
This case study produced by leading FinTech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM
02/27/2024
Meanwhile global equity investors search for further support for the rally from the rest of the world.
02/26/2024
Saudi Arabia is at the forefront of financial technology innovation with the rise of robo-advisors. Discover how this digital renaissance is reshaping wealth management in the Kingdom and beyond.
02/23/2024
The bank’s wealth management platform will automate and standardise workflows and enable Security Bank to offer a full spectrum of bespoke investment advisory services and products
02/23/2024
Quai Digital stands out as a leading provider of B2B wealth management white label outsourcing services.
02/16/2024
CAPTRUST to leverage Pontera's platform to elevate its wealth management services
02/16/2024
Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks
02/15/2024
This was particularly the case in Asia Pacific