02/10/2022
SS&C Releases Q4 and Full Year 2021 Earnings Results
SS&C's 2021 financial results reflect the cumulative progress our salesforce, product specialists, and management teams have made.
Wealth & Asset Management
02/09/2022
Julius Baer: Singapore Over Switzerland For Innovation Hub
As of December, the bank appointed Jonathan Chan as head of the new lab and he has since led a multi-discipline team with innovation and entrepreneurial backgrounds.
02/09/2022
The Customer Experience Gap in Communications is Widening Two Years into the Pandemic; Companies Must Adapt or Lose Customers
Annual Broadridge CX and Communications Survey finds consumers' expectations rise when it comes to channel preferences, personalization, data security and transparency
02/07/2022
Findex selects Iress
Iress will support all areas of Findex’s financial advice and risk insurance business with technology that underpins its advice operations, compliance processes, and investment portfolio strategy development.
02/07/2022
Digital assistants: alleviating burdens permeating wealth management
Digital technologies will help wealth managers innovate and offer investors more hyper-personalised, data-driven advice and engagement models.
02/07/2022
ERI Has Been Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022
These awards recognise the very best operators in Swiss wealth management
02/04/2022
SEI taps into Malaysian wealth management industry
The company joins Malaysia’s Maybank Group to expand investment access for rich Malaysians.
02/04/2022
ERI's Olympic Banking System Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022
Showcasing best-of-breed products in the Swiss region, the awards have been designed to distinguish outstanding organisations
02/03/2022
Broadridge Among FORTUNE Magazine's 2022 'World's Most Admired Companies'
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
Echelon Wealth Partners financial advisors now benefit from Croesus solutions
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
Avaloq enters digital banking partnership with BG Suisse
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
Carlyle Expands Wealth Management Channel through Partnership with iCapital and Allfunds
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
2022 Could Be The Year Of The Wealth Tech User Experience
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
UBS Gets a Dose of Digital Disruption in CEO’s First Major Move
CEO announced acquisition to push into automated advisory
01/28/2022
Preliminary information on CREALOGIX in the first half of 2021/2022 and the status of its transformation into a SaaS provider
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
SEI Investments plots next moves for financial advisors
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
SS&C Launches New Treasury Management Platform
Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions
01/27/2022
Smith & Williamson announces partnership with Innovate Finance
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