04/13/2023
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.
04/13/2023
The world of investments can be complex and daunting for many people
04/11/2023
Temenos positioned the highest for vision and capability with its Temenos Wealth solution
04/10/2023
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/06/2023
The WealthTech100 list for 2023 highlights the leading solutions helping investment firms, banks and financial advisors in their digital transformation efforts.
04/05/2023
With Avaloq’s SaaS deployment model, BancaStato and Axion can depend on a flexible and secure core banking system that is constantly kept up to date.
04/05/2023
OWIN, the iconic Objectway’s Customer Conference is back in person and will be held in the glorious city of Venice, Italy.
04/05/2023
The industry is facing the ‘great wealth transfer’ in the coming decades, and the younger generation will expect a seamless digital offering as the norm.
04/04/2023
The tie-up is with Metaco, which has also agreed deals with Citi and a subsidiary of Société Générale.
04/04/2023
Kashet has already obtained FCA licenses in the UK, including E-Money, AISP, and PISP licenses.
03/28/2023
Expansion and retention of the customer base, better data management and differentiation from competitors: these are the most important opportunities that the Digital Customer Experience can offer the wealth management industry.
03/28/2023
It provides solutions to three specific societal challenges: affordable housing, green real estate as well as inclusion & connectivity.
03/27/2023
Then almost exactly three years ago, when the government put the United Kingdom into lockdown in the wake of the coronavirus pandemic the future was brought forward.
03/27/2023
The front-office capabilities of Temenos Wealth will enable Kiatnakin Phatra Securities to digitise more operational elements, broaden the range of products and increase front-office sales efficiency, helping it enhance client interactions and attract a n
03/27/2023
Linedata’s state-of-the-art technological solutions are well suited to the Singaporean financial market and can support its suite of investment fund structures, such as the Variable Capital Company.
03/21/2023
This two-way integration enhances one of the more popular integrations by natively pulling key financial planning data from RightCapital into Black Diamond's platform as account and portfolio information flow from Black Diamond to RightCapital.
03/20/2023
In addition, it was considering using OpenAI technology to enhance advisers’ notes and streamline client communication.
03/17/2023
Experts say that SVB's collapse has been a wake-up call for wealthy individuals with cash reserves.
03/15/2023
Morgan Stanley currently OpenAI’s only strategic client in wealth management
03/10/2023
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem