06/30/2026
Morrison highlights how Objectway’s ability to understand the firm’s objectives and respond to changing client expectations has made the partnership a key driver of operational agility and service excellence.
06/30/2026
No changes were made to the investment objectives or strategies of the fund.
06/30/2026
Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services
06/30/2026
As a Jersey-headquartered business, it is particularly meaningful to be recognised in an industry so closely aligned with the island’s core sectors.
06/29/2026
Decision-oriented convictions reveal how wealth managers must adapt to rapidly evolving drivers of value creation.
06/26/2026
Demand for modular, integrated managed account services drives rapid advisor adoption
06/25/2026
The first full-workforce Microsoft Copilot deployment publicly announced by an organisation in South Africa
06/19/2026
A recent report from Fidelity International found that on average advisors spend just a third of their time with clients.
06/19/2026
Client File targets a longstanding operational problem in wealth management: advisers often move between systems for onboarding, compliance, portfolio management and client communications.
06/19/2026
Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.
06/18/2026
New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks
06/18/2026
The system automatically produces suitability reports, onboarding forms and CRM updates, reducing post-meeting administration from several hours to a matter of minutes.
06/17/2026
Relationship managers recognize the need to embrace advanced technologies to boost efficiency and enhance client experience.
06/16/2026
Broadridge-backed LTX integrates real-time, actionable agentic AI directly into daily fixed income trading workflows
06/16/2026
Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management
06/16/2026
The conversation focuses on key themes such as building strong operational foundations, leveraging partnerships, and using AI to enable sustainable growth.
06/15/2026
Recognition reflects Objectway’s framework that turns innovation into scalable outcomes through structured orchestration and disciplined execution.
06/15/2026
The bank plans to open parts of its workplace wealth management infrastructure to external AI agents, allowing corporate clients to connect autonomous software directly to platforms that administer employee stock plans.
06/11/2026
While ING Financial Compass is built on Abbove's technological foundation, the solution has been configured to meet the specific needs of ING Belgium, its advisors and its clients.
06/11/2026
This marks a significant milestone in the company's history, it continues.