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.
01/21/2022
Excellence and accountability are two of the main values that each of their advisors works by and all of them are passionate about helping clients formulate plans to achieve their purposes.
01/18/2022
Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure
01/14/2022
Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.
01/12/2022
Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year
01/12/2022
A key benefit of this solution is that the crypto management system is linked with Avaloq’s banking platforms, alongside other asset classes.
01/12/2022
Comprehensive Platform Will Enhance Relationship Management for Global Investor Services Group
01/11/2022
These awards distinguish outstanding organisations from across the globe, with 191 banks and technology companies submitting 180 nominations from 48 countries.
01/11/2022
Swiss Private Bank inks Collaboration deal
The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank
01/10/2022
The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.
01/10/2022
Help data become your firm's most valuable asset.
01/06/2022
Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool.
01/06/2022
Sygnum’s Series B is led by Sun Hung Kai & Co. Limited, a leading Hong Kong listed alternative investment financial services institution
01/05/2022
Powered by Avaloq’s core banking system, the wealth management platform will initially be used to serve private banking clients in Hong Kong and Singapore, before scaling to serve onshore Taiwan clientele.
01/04/2022
The transaction will strengthen SS&C ALPS Advisors' ETF offerings
12/28/2021
The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.
12/22/2021
This will provide FNZ with the opportunity to expand its product and service offering to both existing and future clients and accelerate the growth and reach of its global capabilities in listed securities trading and post-trade processing.
12/22/2021
The pandemic highlighted how much was lacking in digital banking facilities provided to SMEs
12/22/2021
Looking Beyond Functionality as You Evaluate Family Office Technology Providers