12/03/2021
Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.
12/02/2021
The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.
11/30/2021
Launched in Singapore in 2019, the platform currently has over S$1.5 billion in assets under advice.
11/29/2021
Organisations that proactively manage risk are more risk-aware and be¬tter at tailoring risk to get a higher return on their portfolios.
11/25/2021
This yearly conference is one of the must-attend event in the space of the Canadian Wealth Management
11/24/2021
Robo-advisors are increasingly offered to clients, and in some cases are used exclusively by clients for self-service advice.
11/24/2021
"Through this collaboration, we’ll be able to accelerate the delivery of a market leading trading platform for our Singapore customers, opening up a world of opportunity and helping them grow their wealth.”
11/24/2021
The highly configurable way in which Delio’s technology has been engineered means that we are able to deploy it in diverse and exciting ways.
11/18/2021
The digital marketing package includes branded social media profiles, Google My Business profiles and compliance approved social media content.
11/18/2021
A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.
11/17/2021
Eleven judges, with expertise in regulations, technology, and financial services, evaluated the nominations to arrive at this year’s list.
11/17/2021
Praemium’s international business includes the Praemium UK platform as well as businesses in Jersey, Dubai and Hong Kong and its investment management company Smart IM, and the customer relationship management systems Wealthcraft and Plum.
11/16/2021
This award is a great honour, not only for Dorsum, but also for the 80 plus customers that have put their trust in our technology
11/16/2021
Canadian RegTech Award recognizes InvestorCOM’s significant achievement and innovation in the advancement of regulatory technology.
11/14/2021
Portfolio Intelligence and Analytics Solution Enhances Offering to Investment Teams
11/11/2021
The launch of the platform comes as many industry commentators predict that Asia will become a global force in the private markets space over the next decade.
11/11/2021
Flagship hedge fund investor will leverage SS&C’s integrated Fund Services and Eze technology solutions for Singapore operations
11/10/2021
FinTech offers 10 diversified investment portfolios for clients who invest a minimum of $2,000
11/10/2021
“The automated solution will result in reduced time spent on paper-based administration and data entry for advisers, as well as increased connectivity between licensees, advisers, clients and platforms,”
11/10/2021
Storied New Zealand-based financial and trust solutions provider chooses SS&C Aloha