08/19/2020
Wealth management firm Quantum Capital Management will use the solution to manage digital assets for its clients. It will also utilise the solution to deliver digital asset management services to other RIAs.
08/18/2020
GBG uses layered identity document verification and biometric checks to authenticate customers in real time for a safe onboarding process.
08/18/2020
The FTSE100 company currently holds over GBP115 billion AUM.
08/17/2020
As many as 57% of consumers worldwide now prefer online banking, compared to 49% before coronavirus, according to Capgemini's World Retail Banking Report 2020.
08/17/2020
The move, set to wrap by year-end, leaves few winners.
08/17/2020
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.
08/17/2020
The Newcastle-based wealth management firm believes it is one of the first national firms to launch an entirely remote advice process.
08/13/2020
The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.
08/13/2020
Some 35% of respondents believed that there would be significant increases while 52% thought there would be marginal gains for ESG.
08/12/2020
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
Recurring fee revenues increased 10% to $3,036 million from $2,760 million.
08/11/2020
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
08/11/2020
The startup began life as a cheap foreign exchange card linked to an app but has expanded into everything from stock trading to savings and even cryptocurrencies.
08/10/2020
She noted that they had concerns about the coverage and accuracy of data obtained via Open Banking.
08/07/2020
The rise of robo-advisors in the mid-2010s helped accelerate this trend.
08/05/2020
Switzerland’s SIX exchange has also played an instrumental role in boosting crypto activity within the country’s financial ecosystem.
08/05/2020
A spokesperson said: 'Whilst there are numerous wealth management firms who offer tailored, face-to-face advice and a handful of good robo-advice providers, there’s very little support in between.
07/31/2020
Open Banking payments use banks’ APIs to initiate a transfer from one account to another.
07/31/2020
Fusion Risk will integrate with bank’s core banking system and automate processes whilst enabling the bank to comply with Uzbek and global regulations
07/31/2020
Among the tools Wipro will bring to the table are its AI-based IT wellness platform, intelligent test automation offering, and DevSecOps platform.