06/02/2021
Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform
Sequoia Financial Group is committed to providing its advisors with the latest resources to enhance client engagement.
Wealth & Asset Management
06/02/2021
The St.Galler Kantonalbank relies on the CREALOGIX Hybrid Platform
The hybrid platform allows the existing architecture to be combined with new applications, which is both cost-efficient and offers additional scaling potential.
06/01/2021
Which tech trends will accelerate when payments turn real time?
Consumer-oriented companies value the increased speed of funds transfer, especially in the retail business.
06/01/2021
ESG: A major differentiator of wealth management firms
Firms are at considerably different stages of readiness and many still have a lot of operational work to do.
05/28/2021
“The Great Generational Digital Wealth Transfer”
The Private Banking sector has become an important participant in the post-trade world of securities settlement and clearing – a domain that is also on the verge of its own transformation, thanks to the introduction of blockchain techn
05/28/2021
Avaloq wins European wealth management Transaction Processing Solution award for excellence
Avaloq has won the prestigious Transaction Processing Solution category at The Ninth Annual WealthBriefing European Awards 2021.
05/28/2021
Why modern-day wealth managers need to expect the unexpected
The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.
05/28/2021
Digital Asset Manager Wave Financial Crosses $500 Million AUM
Wave has a wealth and treasury management division that serves portfolio solutions and services for large blockchain protocols, and HNIs as well.
05/27/2021
FTRC rolls out adviser software information hub
“There’s never been more adviser technology around than there is today. "
05/27/2021
QPLIX brings sustainability data into asset management
In the sustainability dashboard and reports in the client’s individual design, QPLIX enables all parties involved in the decision-making process to assess the ESG ratings of the investments at a glance.
05/27/2021
Skience Launches SkienceONE Wealth Management Platform
Standalone Solution Delivers Growth-Minded Firms the Value and Results of Skience's Flagship Platform and Supports Firms' Needs as They Expand
05/27/2021
TechRules launches in Tower a new business generation module totally integrated
An efficient business growth for financial entities
05/27/2021
Read online: The Exponential Pull of Innovation Uberization 2.0
Part One — Subversive Startups Challenge the Establishment and Recent Developments
05/27/2021
How to maintain and deepen relationships with research & due diligence teams
Aligning your firm’s distribution, marketing and product development efforts to the unique demands and needs of these teams has never been more critical and is no longer a suggested best practice, but a requirement for approval on their platforms an
05/27/2021
M&G Wealth to launch hybrid robo-adviser
This latest launch follows a raft of changes as the firm set out plans earlier this year
05/26/2021
Navigating Safely Down the Digital Transformation Waterfall
The current trend towards APIfirst, cloud-based solutions that promise greater flexibility and better cost control appears, on the face of it, to favour an agile approach – or does it?
05/25/2021
Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving
Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator
05/25/2021
Aligning resources to cost-effectively grow assets
This includes aligning both sales and marketing coverage to the value, behaviors and preferences of each segment.
05/25/2021
AutoRek nominated for duo of awards at the Goodacre Systems in the City FinTech Awards 2021
The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.
05/25/2021
Rising IT Costs Help Banks Survive
Most of an IT budget is simply the cost of doing business. What that means is that increased spending is strategically necessary to survive.