10/09/2020
"By empowering our clients with a visual, comprehensive wealth plan, we make it possible for them to see how changes can affect their plans and they will be equipped to make more informed and confident choices ahead."
10/09/2020
The process leads an adviser through the fact find and needs analysis process, allowing them to collect and store client information electronically.
10/08/2020
How virtual worlds are the next evolution in communication and collaboration
10/08/2020
UK wealth manager goes live on SEI Wealth Platform
UK wealth manager is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets.
10/07/2020
Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations
10/07/2020
Seven out of the eight licensed virtual banks have officially opened for business with the final entrant
10/07/2020
The bank aims to connect its custodian bank services with external asset managers.
10/06/2020
The largest U.K. wealth manager cites strategic partnership, responsive service and peace of mind as key reasons to extend agreement
10/02/2020
Through Investments, information is standardized across each institution, allowing providers to understand and use financial data in a straightforward manner.
09/30/2020
Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.
09/30/2020
Ultimately, digitalization leads to the creation of new business models and the development of an open ecosystem involving all the players in the market.
09/29/2020
SteelEye, the compliance technology and data analytics firm, has been selected by the world-class investment manager, Schroders. The FTSE100 listed global investment manager with over £500bn assets under management deployed SteelEye in July 2020.
09/27/2020
A synthesized database provides an environment in which to develop and test new software solutions
09/25/2020
Role seen as crucial in digital assets market which is expected to reach US$10 trillion by 2023
09/24/2020
Morningstar and Fidelity have tapped virtual reality, one for a new conference experience, the other for employee onboarding.
09/24/2020
The awards are sponsored by PwC in association with Silicon Valley Bank and produced and owned by Ford Sinclair Ltd.
09/23/2020
It also underscores Standard Chartered’s continued momentum in digitising its Retail Banking business and building strong strategic collaborations in response to the changing digital habits of clients across its markets.
09/23/2020
Refinitiv’s collaboration with AssetMark will enable an improved client experience and technology to drive scale for both AssetMark and its financial advisor clients.
09/23/2020
In a bid to provide a low fee digital investment option for advisers
09/23/2020
The experts discussed the nature of the Asian wealth management market, defining the needs for the years ahead.