04/18/2022
Rathbone Funds Extends Transfer Agent Relationship with SS&C
As part of the latest extension, Rathbone Funds will also leverage SS&C's Adviser OnLine, enabling advisers to access their portfolios and obtain commission reporting.
Wealth & Asset Management
04/14/2022
FNZ and Clearstream to help asset managers monitor global trends
The new solution enabled by FNZ and Clearstream via its Fund Centre capabilities will provide asset managers with the global and regional intelligence they require to analyse market trends
04/14/2022
Mitigating Operational Risks in Legacy Systems
Firms need to review their systems holistically and regularly to identify weak points and areas for process improvement.
04/14/2022
Investment Performance & Risk: Presenting the Whole Picture
The challenge is bringing these investment performance and risk analytics together to provide investment professionals with the full suite of performance and risk analysis at their fingertips.
04/13/2022
Forrester outlines a future-fit vision for digital transformation
Sometimes a new platform can widen the gaps between legacy systems and customers’ needs.
04/12/2022
ADDX launches private market services for wealth managers
Corporate treasuries and family offices can also take part in the space via a corporate service to diversify their portfolios through private market products.
04/12/2022
Julius Baer breaks new ground in tech talent attraction
This makes it the first bank to target current and future tech talent via this popular digital environment.
04/11/2022
Maurituis: Virtual assets and intial token offerings now a reality
In its continued pursuit of attracting investors and building a resilient economy and establishing Mauritius as a hub for emerging technologies,
04/08/2022
Schroders introduces digital multi-asset portfolio in Thailand
The Schroders Growth & Income Solution comprises Thai-domiciled funds.
04/07/2022
Digital quo vadis: disruption or evolution?
The business as a whole had to embrace different methods of delivering a solution.
04/06/2022
HSBC launches metaverse investment fund
"We see many exciting opportunities in this space as companies of different backgrounds and sizes are flocking into the ecosystem."
04/04/2022
Wealth02 rebrands business following mergers
A new company logo and corporate website was planned for launch in May 2022.
04/04/2022
ERI Crowned Best Operational Efficiency Solution At The Asian Private Banker - 7th Technology Awards
ERI Singapore is extremely proud to have been recognised for the excellence and robustness of our technology solutions in APAC
04/04/2022
Use tech to tackle client wealth personalization challenge, report says
Survey indicates wealth managers who want to compete with tailored services must embrace digital technology
03/30/2022
Pinnacle Investments Selects Docupace
Fast-growing wealth manager streamlines operations, leans into scale
03/30/2022
How Wealth Firms Can Attract and Retain the Modern Investor
Our report is based on our survey of over 1,500 mass-affluent and high-net-worth investors across 13 countries.
03/29/2022
Zoe Announces Partnership With Female-Led RIA
This partnership enables clients to connect with SignatureFD advisors through Zoe's Platform, recently recognized as one of Fast Company's most innovative companies globally.
03/28/2022
RTGS Global joins Temenos Exchange
RTGS Global is working to completely overhaul the legacy systems of correspondent banking, many of which still rely on manual processing.
03/28/2022
SS&C Completes Acquisition of Hubwise Securities Limited
The partnership demonstrates our commitment to the global wealth marketplace across the full spectrum of self-serve and adviser-driven propositions.
03/28/2022
A new hope for wealth and investment managers?
The greatest challenge to the industry to continue the current level of growth is most likely to be how to achieve scalable and cost-managed growth.