12/15/2021
With this new development, Objectway strengthens its position in the Benelux region as trustworthy provider of reliable solutions in the Wealth Management space.
12/15/2021
When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.
12/15/2021
The Israeli AI-based digital bank has secured investments led by renowned Swiss wealth management group Julius Baer, Japanese financial conglomerate SBI, and china-based technology company Tencent Prof. Shashua: “This vote of confidence in our visio
12/14/2021
Making the case for a transformed business model.
12/14/2021
The global pandemic was a watershed moment for the Wealth Management industry.
12/10/2021
This acquisition brings significant value to our customers engaged in delivering first-class investment and advisory services to their investors
12/10/2021
Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.
12/09/2021
French intermediaries now able to meet new EC regulatory requirements under SRDII
12/09/2021
Through this partnership, UBS GWM can benefit from iCapital’s technology and solutions, which digitize and automate the entire lifecycle of private market investments.
12/08/2021
The technology will enable ClearView to gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.
12/08/2021
Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.
12/08/2021
As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways
12/08/2021
The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.
12/08/2021
Country's largest public lender State Bank of India (SBI) has chosen Intellect Wealth Qube -- a digital wealth management suite for its digital wealth management transformation agenda.
12/08/2021
Tata Consultancy Services’ Solution Improves Productivity of Financial Advisors and Customer Experience across the Entire Investor Lifecycle
12/08/2021
The fund invests in cutting-edge technology companies that enable industry innovation, such as suppliers of semi-conductors, hardware, software and services.
12/07/2021
This strategic acquisition gives FNZ significant technology expertise
12/07/2021
Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions
12/07/2021
These aim to help increase trust and transparency in the rapidly expanding ESG market.
12/06/2021
UBS has traditionally focused on super-wealthy clients, but the Swiss bank is now making a push into the mass affluent market with a new digital platform to be launched next year.