08/27/2021
For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.
08/26/2021
According to Objectway’s research Setting the Digital Agenda for the Next Normal, the wealth industry is currently fast-tracking digital development to improve internal performance and maximise client experience.
08/25/2021
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
08/25/2021
The last year in finance has been defined by a high-touch, high-tech experience, with technology making markets increasingly accessible.
08/24/2021
The partnership of the two Zurich-based firms comes as a result of the need for investors and wealth advisors to directly access relevant content and ideas to support investment decisions.
08/24/2021
Nickel Digital commissioned a survey with 23 institutional investors and wealth managers in the UK who collectively oversee US$66.5bn in assets and who currently have some exposure to digital assets.
08/24/2021
This requires a culture of proactive change that is typical of a technology-forward institution.
08/24/2021
Lombardy emerges as a leading region for the number of ventures, with 169 HQ out of the 345.
08/20/2021
Scalabity For Multi-Family Office
Clients benefit from FFT’s ability to distill and relate complex situations to their particular needs.
08/20/2021
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Benjamin Quinlan, Chairman, FinTech Association of Hong Kong and CEO at Quinlan & Associates
08/19/2021
Wealthy investors use credit cards, make payments, and take out mortgages.
08/19/2021
In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.
08/18/2021
The round was co-led by Hashed and Wemade Tree, with participation from Coinbase Ventures, Cocone, GS Futures, and Guardian Fund.
08/16/2021
Only cloud infrastructure and services have grown in 2020.
08/13/2021
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Andrew Braun, General Manager, Marketing at Netwealth
08/13/2021
Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.
08/12/2021
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.55% in August.
08/12/2021
Broadridge has increased its annual dividend every year since we became a public company
08/11/2021
Together, fast and efficient implementation is ensured to enable platform solutions
08/10/2021
With this acquisition, Objectway complements and strengthens its Wealth and Asset Management offerings with a solid and comprehensive Core Banking platform.