03/19/2021
A single, integrated end-to-end wealth platform
Holistic wealth management. Digitally enabled. Data driven
Wealth & Asset Management
03/19/2021
Digital Wealth by CREALOGIX
We look forward to discussing these topics
03/19/2021
Objectway's Survey Report Reveals Key Factors To Lead The ESG Race
The survey report investigated what stage is reached in terms of ESG integration within a risk aware investment process, and its implications on the digital experience.
03/19/2021
How technology will impact the wealth management client experience in 2021
We’re still some way off achieving Lancaster’s paper-free vision, but the electronic world and a digital presence in everyday life is getting notably stronger each year.
03/18/2021
Illuminate Financial closes on $100 million fintech fund
Fintech venture fund Illuminate Financial has closed the lid on a $100 million war chest with backing from Barclays, JPMorgan, Deutsche Boerse and IHS Markit.
03/18/2021
Digitising Wealth Management for tangible customer and shareholder value
Our customers want to grow their client base reaching digital savvy people
03/18/2021
SEI South Africa Achieves Level 2 B-BBEE Rating
Achievement Demonstrates Continued Commitment to South African Economic Empowerment
03/18/2021
Julius Baer introduces new virtual onboarding system
Julius Baer has become one of the first wealth managers to introduce a guided digital onboarding solution for clients, including a complete video identification service.
03/17/2021
SIX Demonstrates Operational Stability and Strengthens the Competitiveness of the Financial Center
High levels of volatility also affected post-trade activities.
03/17/2021
How Digital SBL Offers a Roadmap to Post-COVID Liquidity
Leverage, not liquidate.
03/17/2021
SEI Drives Global Momentum in Wealth Management Market
Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment
03/17/2021
USU wins Liechtensteinische Landesbank as a new customer in the IT Management segment
The focus of LLB's collaboration with USU is the definition and mapping of the various IT services and the automated integration of the data into the monitoring system
03/16/2021
Digital Areas Needing the Greatest Change by David Wilson, Objectway
Looking at the customer lifecycle, lots of processes cause bottlenecks and delays.
03/16/2021
Future of wealth operations: An impetus for change
The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently
03/12/2021
Just Group launches robo-advice service
According to Hub, Mercer has chosen Destination Retirement to provide automated advice to its UK corporate clients.
03/11/2021
WealthTech Views Report: Looking into 2021 - the view from SIX
With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX
03/10/2021
Up to $223b of the World's Top 100 Brands' Value Could Be at Risk from a Data Breach, Finds Infosys-Interbrand Study
The report, called 'Invisible Tech. Real Impact,' examines the long-term impact of data breaches on value of the world's top brands across sectors.
03/10/2021
Digitising Wealth Management for Tangible Customer and Shareholder Value
Our customers want to grow their client base reaching digital savvy people
03/09/2021
Trends in wealth management; a look back at 2020
The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.
03/09/2021
Robo-advisors: the future of wealth management
Using algorithms to deliver tailored solutions, robo-advisors make investment affordable