05/29/2020
HSBC Bank Partners With RateReset to Deliver Award-Winning Digital Mortgage Solution
KNOCK KNOCK Platform Provides HSBC Customers with Speed and Simplicity
Wealth & Asset Management
05/29/2020
Northern Trust forms tech alliance with BlackRock
The current climate has once again demonstrated the importance of data symmetry and streamlining communication across the investment lifecycle from the asset manager to the asset servicer
05/28/2020
Flybits joins the Avaloq.one Ecosystem to bring contextual, personalized customer experiences to digital banking
This fintech partnership will create a new differentiated offering which gives Avaloq’s banking & wealth management clients seamless, simplified access to the innovative Flybits platform.
05/28/2020
Costs Pile Up for Major Avaloq Client
Apobank represents a key milestone for Avaloq as it major shareholder, Warburg Pincus, sizes up its exit options.
05/28/2020
Human vs Robot: the Struggle for Good Automation in Wealth
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
Finantix CIO Cockpit digitises and accelerates key Investment Office processes
CIO Cockpit caters for three key Investment Office functions - House View driven asset allocation, criteria-based instrument selection, and content authoring.
05/28/2020
Itaú Private Bank International Selects Temenos SaaS
Temenos’ superior technology brings the benefits of SaaS
05/28/2020
Cognizant determined to emerge stronger from Covid crisis
Thanks to a strong balance sheet, close partnerships with associates/clients, and digital imperatives, says Brian Humphries
05/27/2020
UBS to Start Venture Capital Fund in Effort to Digitize Bank
The new fund will look at three broad categories to invest in: client engagement, investing and financing platforms, and improving underlying operations of the bank.
05/27/2020
JPMorgan Asset Management signs with Calastone
Calastone’s solution provides a fully digitalised market ecosystem offering firms greater immediacy, accuracy and certainty of execution through automated workflows.
05/26/2020
New Digital Bank for a Wealthy Swiss Clientele
The company has already sought a banking license in London and aims to get a Swiss fintech license in the not too distant future.
05/26/2020
Infosys and Avaloq Partner to Strengthen Wealth Management Capabilities through Digital Platforms
As part of the announcement, Infosys will be a strategic implementation partner for Avaloq’s wealth management suite of solutions to help clients modernize and transform their legacy systems into cutting-edge digital advisory platforms.
05/25/2020
Work reimagined: a two-geared approach to reopening and transforming your business
How companies switch the lights back on in their operations can create a new corporate culture of care and confidence that will have far-reaching effects long after the pandemic has ceased to be an existential threat.
05/25/2020
Technologys Key Role As Wealth Industry Looks Beyond Covid-19
COVID-19 has accelerated “customer-first” trends already under way which experts agree is what is needed to shepherd nervous investors and fund members through to the other side of the pandemic.
05/22/2020
CI Financial buys remaining stake in WealthBar
The 25% minority stake purchased by CI had been held by WealthBar executives.
05/22/2020
The Data on Data by MAN Institute
In today’s day and age, data is often referred to as the oil that fuels the investment machine.
05/22/2020
SS&C GlobeOp Forward Redemption Indicator: May notifications 4.00%
Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.
05/21/2020
CaixaBank broadens discretionary management offering with Smart Allocation Portfolios
On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.
05/21/2020
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Celent also ranked Wealth Dynamix as the second strongest solution in the Advanced Functionality category
05/21/2020
Canaccord Genuity Wealth Management Selected as Platform Provider for Morgan Stanley's Wealth Management Entry Into Canada
Canaccord Genuity will deliver a suite of wealth management solutions and technology, as well as custody and clearing services to Morgan Stanley Wealth Management Canada.