02/06/2025
Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions
02/06/2025
Our mission at OneVest has always been to Power the World's Wealth through innovative technology
02/04/2025
The configurable offering includes investor and advisor interfaces, data aggregation functionalities, a book of record, and a portfolio management engine.
02/04/2025
We look forward to working closely with local financial institutions to deliver innovative digital solutions that meet the evolving needs of Indonesian consumers and businesses.
02/04/2025
Leading Swiss bank uses MongoDB to accelerate generative AI innovation and deliver enhanced services to clients
02/04/2025
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/03/2025
The firm will also use the capital to scale its customer base quickly.
02/03/2025
ZebrA-X will provide clients with access to a comprehensive suite of benchmark, liquidity-seeking algorithms, underpinned by Investec’s consultative execution team, connecting with a range of liquidity providers and venues.
01/31/2025
This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.
01/31/2025
This approach allows for significant savings in implementation time and costs compared to traditional legacy systems and manual operations.
01/31/2025
The bank selected Microsoft Azure after determining that packaged solutions wouldn't meet its requirements for data security and customisation.
01/31/2025
Relative to the fourth quarter 2023, EPS increased by 31%, and revenue and operating income grew by 15% and 43%, respectively, with operating margins increasing to 26%.
01/31/2025
The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology
01/30/2025
The round was led by Salesforce Ventures
01/30/2025
Mega settlements on the rise as antitrust settlements maintain record pace
01/28/2025
One of the app's stand-out features is its ability to track residency and citizenship by investment applications.
01/28/2025
Carey Olsen advised on the legal and regulatory aspects of DBUSD’s issuance
01/28/2025
This strategic collaboration is set to redefine wealth management for Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) families across the country.
01/27/2025
The announcement was made jointly by both companies on Monday.
01/27/2025
This level of customisation is ideal for managing the complex household finances of wealthy families.