08/19/2020

Digital advice is growing London’s wealth

But this sector is now adopting the latest tools to better serve both high-net-worth individuals (HNWIs) and the mass affluent by re-tooling digital advice for these demographics.

08/17/2020

Fairstone moves to remote advice post crisis

The remote service will allow clients to see their adviser using Microsoft Teams and provides a screen sharing function which is using Adobe Sign to allow e-signatures.

08/12/2020

Profile: Half-Year Review in Distinctions

Profile Software was included in the 100 “Most Innovative Company 2020” by WealthTech100, which showcases the world’s most innovative WealthTech companies in the key highlights for the year.

08/11/2020

Deka Immobilien picks BNY Mellon for fund admin services

Alan Flanagan, global head of alternatives at BNY Mellon Asset Servicing, added: “It is a significant appointment for our alternative investment services team and a testament to the quality of our technology, our global reach and the expertise of th