05/13/2021
Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.
05/13/2021
The bank will also maintain its hiring plans to add more than 5,000 client-facing wealth roles over the next five years, including relationship managers.
05/12/2021
Agility and scalability of Temenos platform supports Curo’s large multi-client fund base and rapid pace of product evolution in the investment industry
05/12/2021
By selecting Eric, BRI Wealth Management Plc now has access to an intuitive risk and compliance management system.
05/10/2021
The products will offer private pension investors in Switzerland savings and investment solutions on Leonteq’s technology platform and marketed digitally via a new third-party company.
05/10/2021
Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?
05/10/2021
We launched a new digital platform to help customers interested in asset management to easily access refined information and market trends.
05/10/2021
Unified managed accounts can help wealth managers combat current market challenges while laying the foundation for the firm’s practice to thrive for years to come.
05/07/2021
It has the vision to simplify wealth management through innovation
05/06/2021
“If I feel like someone doesn't trust me enough to feel like I’m doing my work without monitoring through software, how do I trust them back? How do I build that physical safety?”
05/06/2021
Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise
05/06/2021
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
05/05/2021
The company will continue to support and showcase its robust software solution to customers.
05/05/2021
SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund
05/05/2021
SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations
05/04/2021
The WealthTech industry has grown dramatically over the last four years.
05/04/2021
Operating income was $397 million, an increase of $71 million, or 22%. Operating income margin increased to 11.5% from 10.3% in the prior year period.
05/04/2021
The WealthTech industry has grown dramatically over the last four years as new digital services
05/03/2021
One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.
05/03/2021
The core capabilities of most family offices revolve around wealth and investment management.