11/10/2023
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/09/2023
Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.
11/09/2023
The platform currently handles over €20 billion in assets spanning five countries
11/08/2023
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions
11/08/2023
Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.
11/08/2023
CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more
11/08/2023
The partnership comes amidst the growth of Hong Kong's digital asset market and the introduction of new virtual asset licensing guidelines by the Securities and Futures Commission (SFC).
11/03/2023
This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.
11/02/2023
Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors
10/25/2023
There is already more diversity in apps and competition and competition regs are hard to overcome when creating a super app.
10/24/2023
The Wealth Portal can be integrated with existing Infront portfolio solutions.
10/20/2023
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/18/2023
With the new capital to hand, the startup plans to tap into further parts of the wealth management value chain
10/18/2023
Liberum Wealth benefits from complete control of custody operations in a single investment platform.
10/18/2023
The user-friendly integration of digital solutions also gives institutions the opportunity to reach and meet the needs of new customer groups in the future
10/17/2023
The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.
10/17/2023
Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.
10/17/2023
Blockchain has been heavily touted as the solution to all of finance's problems, but how will it affect wealth management?
10/13/2023
This is what emerges from the research commissioned to GlobalData by Objectway, an Italian company included in IDC's Top100 FinTech as a provider of software as-a-service and services for banks, wealth and asset managers.
10/12/2023
This collaboration combines the revolutionary API-first cloud platform of additiv with the tailored services of SELISE, establishing new benchmarks in wealth management, credit, and insurance solutions.