03/16/2022
Refinitiv partners Vestorly on AI-driven marketing tools for wealth management providers
Refinitiv has a rich history of servicing the Wealth Management industry from front to back office.
03/16/2022
A programmable card account enables a business or private banking client to create code that runs before or after each transaction,” said Maharaj.
03/15/2022
Business models rapidly evolved, and with them, client expectations.
03/14/2022
These emerging investors are more discerning and require digital solutions to cater to their fast-paced lifestyle.
03/11/2022
The single biggest efficiency gain for any cyclist comes from all the riders around you
03/11/2022
During the presentation some insights were shown from ongoing research on the future priorities for the front office
03/11/2022
In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.
03/11/2022
SS&C Technologies head of Global Investor and Distribution Solutions Nick Wright added: “We are excited about our partnership with AMP and look forward to supporting the continued development of the North platform."
03/11/2022
Allowing more self-service elements was not top of the list, but given it will both empower the client and provide efficiencies, it was felt to be a desirable addition in time.
03/10/2022
SS&C will work closely with North’s technology team as it continues to enhance the platform’s digital and administrative capabilities for advisers and clients.
03/10/2022
Without the Worldline-related effects, Group net profit rose 37.3% compared to the previous year.
03/10/2022
Quirin Privatbank extends its long-term contract with Avaloq
Quirin Privatbank follows a hybrid business model, combining the parent company’s traditional wealth management services with innovative robo-advisory
03/09/2022
"Frontier Growth has an amazing track record in helping rapidly growing companies scale even faster
03/09/2022
When we met Gareth and David, the value our network and expertise stood to offer Delio, as they look to scale their market-leading technology to more of the world’s largest financial institutions, was immediately clear.
03/09/2022
Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform
03/09/2022
Digital Onboarding can be initiated either from an external source, such as an advertisement on social media or ad-hoc from the app/website.
03/04/2022
Profile has a long history of developing innovative financial software solutions.
03/03/2022
Private markets have become increasingly attractive to both institutional and individual investors.
03/03/2022
As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.
03/03/2022
Technology must combine with human touch to offer investment solutions that meet individual client requirements.