03/21/2022
Each of these categories is highly contested with a small group of finalists chosen from a large pool of entrants before an ultimate winner is selected by the advisory board.
03/21/2022
Knoch's leadership and hard work continues to be recognized by financial advice and investment industry
03/21/2022
To be recognized for this by FSTech and named the best technology provider amongst the competitive shortlist is a proud achievement and shows the unique strengths of our cloud banking platform.
03/18/2022
This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.
03/17/2022
Gael Itier, CEO and co-founder of akt.io explained: “What we are going to propose is an alternative to the aging banking system, specifically personal finance and savings, which is the last sector to resist technological innovation, as traditional f
03/17/2022
The report also noted that reference customers highlighted our platform’s reliability, validated the strong front-end experience, and noted our responsiveness and good implementation support.
03/17/2022
The takeover specialist helped sell startups Bexio and Flatfox to Mobiliar insurance while at GCA Altium
03/16/2022
Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users
03/16/2022
Refinitiv partners Vestorly on AI-driven marketing tools for wealth management providers
Refinitiv has a rich history of servicing the Wealth Management industry from front to back office.
03/16/2022
A programmable card account enables a business or private banking client to create code that runs before or after each transaction,” said Maharaj.
03/15/2022
Business models rapidly evolved, and with them, client expectations.
03/14/2022
These emerging investors are more discerning and require digital solutions to cater to their fast-paced lifestyle.
03/11/2022
The single biggest efficiency gain for any cyclist comes from all the riders around you
03/11/2022
During the presentation some insights were shown from ongoing research on the future priorities for the front office
03/11/2022
In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.
03/11/2022
SS&C Technologies head of Global Investor and Distribution Solutions Nick Wright added: “We are excited about our partnership with AMP and look forward to supporting the continued development of the North platform."
03/11/2022
Allowing more self-service elements was not top of the list, but given it will both empower the client and provide efficiencies, it was felt to be a desirable addition in time.
03/10/2022
SS&C will work closely with North’s technology team as it continues to enhance the platform’s digital and administrative capabilities for advisers and clients.
03/10/2022
Without the Worldline-related effects, Group net profit rose 37.3% compared to the previous year.
03/10/2022
Quirin Privatbank extends its long-term contract with Avaloq
Quirin Privatbank follows a hybrid business model, combining the parent company’s traditional wealth management services with innovative robo-advisory