03/11/2022
The Lance Armstrong guide to wealth management operations
The single biggest efficiency gain for any cyclist comes from all the riders around you
Wealth & Asset Management
03/11/2022
The Future Digital Agenda must enable Differentiation and Result in Scalable Growth
During the presentation some insights were shown from ongoing research on the future priorities for the front office
03/11/2022
Transforming the Wealth Management Industry: Interview with Marco Bizzozero, Head of International, iCapital
In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.
03/11/2022
SS&C signs multi-year partnership with Australian wealth manager
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
WealthTech Matters – The Client: Digital Engagement In Wealth Management
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 Forms Long-Term Partnership with Australian Wealth Manager
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
SIX Reports Successful 2021 Performance Despite Challenging Global Situation
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
Wealthbox Announces $31 Million Equity Investment from Frontier Growth
"Frontier Growth has an amazing track record in helping rapidly growing companies scale even faster
03/09/2022
Our investment in Delio
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
Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate
Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform
03/09/2022
Finuevo Digital: Onboarding process launched
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
FinTech, Cirdan Capital Selects Axia
Profile has a long history of developing innovative financial software solutions.
03/03/2022
Fintech Delio secures $8.3m growth funding
Private markets have become increasingly attractive to both institutional and individual investors.
03/03/2022
Nomura, a Japanese wealth manager, to analyze crypto and NFTs through new section
As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.
03/03/2022
The future of wealth management: giving advice beyond the hybrid
Technology must combine with human touch to offer investment solutions that meet individual client requirements.
03/03/2022
Kingswood ships new online client portal
Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice
03/02/2022
What Advisors Want From WealthTech
Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients.
03/02/2022
Scaling Digitisation for Growth and Efficiency in Asia
Within the transaction-heavy Asian wealth management market, relationship managers are accustomed to servicing a handful of clients; their focus predominantly on elderly, highly-engaged HNWIs.
03/01/2022
CREALOGIX digitises funding applications for BAB, the development bank for Bremen and Bremerhaven
With the aim of introducing a standardised customer portal, BAB now relies on the funding portal from CREALOGIX.