09/07/2021
Advisers who focus on high net worth (HNW) clients instead of less affluent socio-economic groups will find they have as a great of demand for digital advice offerings as the groups they avoid
09/03/2021
Buy side FIX connectivity, real-time connection with Bloomberg & New front-end solution
09/02/2021
Aster targeting the $2.9 Trillion HNWI Middle East Market
09/01/2021
aixigo has the world’s fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, cash flow planning, portfolio analysis, and portfolio monitoring.
09/01/2021
The Avaloq Wealth platform offers a modern microservice architecture, allowing financial institutions to consistently scale the growth of their wealth management business.
09/01/2021
The two firms are collaborating to offer digital wealth services in Thailand.
09/01/2021
Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.
08/31/2021
Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum
08/31/2021
Panagiotis provides us with a brief introduction to Profile Software
08/31/2021
Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.
08/27/2021
For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.
08/26/2021
According to Objectway’s research Setting the Digital Agenda for the Next Normal, the wealth industry is currently fast-tracking digital development to improve internal performance and maximise client experience.
08/25/2021
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
08/25/2021
The last year in finance has been defined by a high-touch, high-tech experience, with technology making markets increasingly accessible.
08/24/2021
The partnership of the two Zurich-based firms comes as a result of the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.
08/24/2021
Nickel Digital commissioned a survey with 23 institutional investors and wealth managers in the UK who collectively oversee US$66.5bn in assets and who currently have some exposure to digital assets.
08/24/2021
This requires a culture of proactive change that is typical of a technology-forward institution.
08/24/2021
Lombardy emerges as a leading region for the number of ventures, with 169 HQ out of the 345.
08/20/2021
Scalabity For Multi-Family Office
Clients benefit from FFT’s ability to distill and relate complex situations to their particular needs.
08/20/2021
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Quinlan, Chairman, FinTech Association of Hong Kong and CEO at Quinlan & Associates