05/02/2022
TWM WealthTech 2022 Report
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
Wealth & Asset Management
05/02/2022
SACCOS are digitising their financial services
Besides this cybersecurity remains high on their agenda while they also need to closely monitor and prevent any fraudulent activities.
04/29/2022
CREALOGIX recognised at The Digital Banker CX awards
Digital tools need to interact with real-life services in order to connect with real-life people.
04/28/2022
The Adoption of Digital Assets & Tokenisation Amongst HNW and UHNW Private Clients in Asia
At the same time, the digital assets ecosystem, encompassing exchanges, custody, specialised brokerages/platforms, funds, regulatory and compliance, is evolving apace.
04/26/2022
Micro Front-ends: Wealth Management’s secret to accelerating digital transformation
The MFE framework allows you to build dashboards, landing zones and views in line with your brand and strategy.
04/25/2022
SaxoWealthCare, the first 5th-generation digital wealth manager with a strong focus on active investing for everyone, launches in Singapore
The most common pain points for investors in terms of what they are offered by these providers generally relate to issues of conflicts of interest, high fees, and ultimately the fact that products and services that investors are getting are not built with
04/25/2022
Mirabaud Launches Digital Transformation Program and Chooses Temenos and Wealth Dynamix for its Bespoke Wealth Management Services
Starting in the Spring of 2022, Temenos and Wealth Dynamix will be supporting Mirabaud’s move from traditional on-premise systems to deliver a digital end-to-end wealth management platform for the Group over the next few years.
04/25/2022
Raquest and DIE SOFTWARE Objectway Group enter into strategic partnership
As part of the partnership, the RAQUEST software will be directly linked to Objectway‘s core banking solutions OBS via a standard interface.
04/25/2022
How the ground is shifting in the financial advice landscape
To improve the client experience, wealth managers and private banks will soon combine people with digital technologies
04/22/2022
GBST named in top 100 most innovative WealthTech companies in the world for the third year running
“Being recognised in the WealthTech100 list again is testimony to the quality of our market-leading solutions, the delivery of our services, and the incredible experience and dedication of our teams globally,” he said.
04/21/2022
Objectway in WealthTech100 list of tech companies transforming wealth and investment management and private banking
The global WealthTech market is projected to reach $11.9bn by 2030, according to FinTech Global.
04/18/2022
Rathbone Funds Extends Transfer Agent Relationship with SS&C
As part of the latest extension, Rathbone Funds will also leverage SS&C's Adviser OnLine, enabling advisers to access their portfolios and obtain commission reporting.
04/14/2022
FNZ and Clearstream to help asset managers monitor global trends
The new solution enabled by FNZ and Clearstream via its Fund Centre capabilities will provide asset managers with the global and regional intelligence they require to analyse market trends
04/14/2022
Mitigating Operational Risks in Legacy Systems
Firms need to review their systems holistically and regularly to identify weak points and areas for process improvement.
04/14/2022
Investment Performance & Risk: Presenting the Whole Picture
The challenge is bringing these investment performance and risk analytics together to provide investment professionals with the full suite of performance and risk analysis at their fingertips.
04/13/2022
Forrester outlines a future-fit vision for digital transformation
Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.
04/12/2022
ADDX launches private market services for wealth managers
Corporate treasuries and family offices can also take part in the space via a corporate service to diversify their portfolios through private market products.
04/12/2022
Julius Baer breaks new ground in tech talent attraction
This makes it the first bank to target current and future tech talent via this popular digital environment.
04/11/2022
Maurituis: Virtual assets and intial token offerings now a reality
In its continued pursuit of attracting investors and building a resilient economy and establishing Mauritius as a hub for emerging technologies,
04/08/2022
Schroders introduces digital multi-asset portfolio in Thailand
The Schroders Growth & Income Solution comprises Thai-domiciled funds.