03/01/2021
intelliflo combines five digital wealth businesses under one brand
Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.
03/01/2021
One in three (32%) said they are providing execution only investment in Bitcoin to clients.
03/01/2021
The details of the completed blockchain-enabled transactions are documented and made available to all the participants concerned, which is another important advantage of the Smart Fuel platform.
02/28/2021
Profile sponsors the Digital Integration in Wealth Management 2021
Profile and its executives will be participating in this event as Silver Sponsors to discuss how its innovative and award-winning platform for the Wealth Management industry
02/28/2021
Fintech firms want to keep their golden shares. London may be forced to agree
Watering-down stock market rules might sound outrageous, but the success of these companies matters to the market
02/26/2021
The combination will create a best-in-class digital advice platform for advisor networks and advisors, as well as manufacturers looking to offer their products.
02/26/2021
The company demonstrates that innovation is a continuous process.
02/26/2021
An independent review has set out a plan for the UK to retain its global leadership in fintech by helping the country’s financial technology firms to scale up, access the talent and finance they need, and deliver better financial services.
02/26/2021
The proportion of products originated via digital channels also increased significantly in 2020, up 10 percentage points to 85%.
02/26/2021
“Technology will play a key role in reaching this demographic and in helping us succession plan our client base in the years to come.”
02/25/2021
A recent wave of corporations and HNWI’s have been buying bitcoin as a way of combating the inflation that central banks are currently producing.
02/25/2021
The DZ BANK team also manages international trade finance processing requests from the bank’s Hong Kong branch.
02/25/2021
Go "beyond banking" with an open, customer-centric ecosystem
The study reveals that open banking enables institutions to offer a wide range of innovative products for private and corporate customers, in cooperation with third-party providers.
02/25/2021
Taking The On-Ramp To Financial Modernization
Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.
02/25/2021
Nearly half of firms want better regulatory support on data security and open banking
YTS is calling for the entire open banking and financial services industry to do more to empower businesses to adopt open banking technology, creating a more nurturing environment for the technology to thrive.
02/25/2021
Legal recourse against crypto exchanges may be difficult.
02/25/2021
Many of the personal challenges people have faced this last year would have been well served by an in-person meeting
02/24/2021
Raiffeisen Bank International Partners with AxeTrading
When the bond trade is completed the corresponding FX transaction is automatically executed by RBI’s own FX trading desk.
02/24/2021
WealthTech Views Report: Looking into 2021
The technology vendors cover a cross-section of business needs, wealth manager client types, and territories.
02/24/2021
Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos