07/09/2021
The report also includes an insightful article by Azentio Software, titled “Integration – Bringing Data and Ecosystems Together”.
07/08/2021
As we emerge from the global health crisis, how can advisers increase trust with their clients?
07/08/2021
Banks and wealth managers need to find a balance between what technology and what talented staff offer clients.
07/08/2021
Terms of the acquisition were not publicly disclosed.
07/08/2021
Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events
07/07/2021
Private wealth managers need to get a 360-degree understanding that the full client relationship has to be at the centre of their value proposition.
07/07/2021
The two most common reasons why clients leave their investment manager is underperformance and a lack of communication.
07/07/2021
Digital onboarding gave the possibility to engage the prospective client in digital onboarding process, encouraging them to send documents
07/07/2021
China Renaissance has been able to bring more efficiency to its operations
07/07/2021
Basel Cantonal Bank unit Bank Cler’s ambitions to offer a range of cryptocurrency services this year have suffered a blow after the expert taken on to do this left.
07/07/2021
Follows Broadridge's investment in TIFIN's Series B round in April
07/06/2021
Total sum of the start-up’s Series A funding round was $22m
07/06/2021
The author of The Complete Family Office Handbook said wealth education for families has evolved during the pandemic.
07/06/2021
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Rakesh Doshi, Global Head for Financial Services & Insurance at Azentio
07/06/2021
Recording of our webinar which originally took place on June 23rd
07/06/2021
The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.
07/06/2021
Given the above scenario, in a digital setting, companies will turn the legal must-do into a commercial weapon and boost your digital collaboration; clients will benefit from a qualitative, instant and hyper-personalised advice for a long-term relationshi
07/06/2021
Collating the views from seven solution providers and thought leaders from across the globe
07/06/2021
Leveraging an open architecture refers to the seamless connectivity that allows organisations to automate business processes and enhance the sharing and embedding of data between various applications.
07/06/2021
Almost 60% of respondents said cryptos and digital assets would continue to grow over the long term, which is why they want to invest bigger amounts in them.