02/04/2022
Showcasing best-of-breed products in the Swiss region, the awards have been designed to distinguish outstanding organisations
02/03/2022
These accolades exemplify Broadridge's ability to be at the forefront of emerging technology and its consistency providing innovative solutions to the financial services industry.
02/03/2022
This is another step towards our goal of offering Croesus to as many investors as possible," said Sylvain Simpson, President of Croesus.
02/02/2022
The foundation of BG Suisse’s digital banking platform will be Avaloq Core which is going to be delivered through a Software as a Service (SaaS) model.
02/02/2022
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/01/2022
SEI Partners with Maybank Group
SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership
02/01/2022
Many advisors and wealth managers, along with their technology partners, have worked continuously on upgrading their client experience, especially after Covid-19 sent many people into a long-term work-from-home environment and made it difficult to travel
01/31/2022
CEO announced acquisition to push into automated advisory
01/28/2022
Due to the successful implementation of the strategy to become a SaaS provider, sales and profit will stabilise at a higher level in the medium term.
01/28/2022
The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.
01/28/2022
Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions
01/27/2022
Within the partnership, Smith & Williamson and Innovate Finance will collaborate on a series of events and thought-leadership insights for members including findings from a survey on key fintech themes, including collaboration between start-ups and in
01/27/2022
SEI Reports Fourth-Quarter 2021 Financial Results
SEI Investments Company today announced financial results for the fourth-quarter 2021
01/26/2022
M&G teams with Moneyfarm for digital wealth management service in UK
Designed by M&G Wealth, this new direct digital service will be tailored to meet a range of customer risk appetites and profiles through a collection of multi-asset model portfolios, backed by a selection of actively-managed and passive funds.
01/26/2022
Avaloq has been serving RBC Wealth Management’s growing Asia operations since 2012
01/25/2022
WiseAlpha and Fortu Wealth are both optimistic that this partnership will expand their enthusiastic client base around the globe as well as educating and raising awareness of their forward-looking products and services.
01/25/2022
By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.
01/25/2022
We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion
01/24/2022
The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.
01/24/2022
The migration of clients between the digital wealth managers is set to take place later this month.