05/21/2021
Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.
05/20/2021
Traditional forms of wealth management use face-to-face engagement when managing client relationships.
05/20/2021
SS&C GIDS will back Davis Advisors’ strategic initiatives
05/20/2021
Cloud computing is in fact a great opportunity to reduce costs, increase efficiency, scalability, and security.
05/19/2021
Illinois insurer chooses SS&C to provide comprehensive middle- and back-office outsourced accounting services
05/18/2021
Awarded for their innovative use of technology to solve a significant industry problem
05/18/2021
The slick digital experience presented by other industries means customers now expect the same from all providers
05/17/2021
At Kidbrooke we focus on overcoming these limitations and strive to provide added value across the board.
05/17/2021
The bank kept the momentum going during the pandemic and has demonstrates its operational and financial resilience.
05/17/2021
Confidentiality, peace of mind and taxation often emerge as top-of-mind concerns in our conversations with clients
05/13/2021
The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.
05/13/2021
OpenPayd is providing virtual IBAN accounts and fiat on-and off-ramps enabling SwissBorg to improve user experience as it continues to scale
05/13/2021
Aura Group, Somers and ICM look forward to collaborating on investments and leveraging each other’s valuable expertise, insights and extensive networks globally.
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.