09/30/2019
Dynamic Planner joins forces with Novia
This latest integration will help support advisers in saving time as well as ensuring all client data is accurate and up to date, and regulations are adhered to.
09/30/2019
This latest integration will help support advisers in saving time as well as ensuring all client data is accurate and up to date, and regulations are adhered to.
09/29/2019
Both of these companies offer unique services and deliver a fully-digital banking experience.
09/26/2019
Switzerland, which has long ago established itself as the world’s bank, has had its image tarnished a little bit in the past couple of decades.
09/26/2019
Bhattacharya highlights that at the time that Atom bank launched in April 2016, regulators had not published a clear position in regard to cloud hosting of banking software, so they were encouraged to establish their institution on a data centre model.
09/26/2019
It facilitates the delivery of innovative new services.
09/25/2019
Selecting investment products, defining investment goals and understanding tax wrappers also all featured prominently in investors' preference for a human adviser.
09/25/2019
New rules around MiFID II’s ex-post disclosure have introduced greater transparency for investors
09/25/2019
Certification with IHS Markit’s thinkFolio platform brings peace of mind to our clients and an innovative solution to an OTC trading market
09/25/2019
This is the text of the speech as drafted and may differ from the delivered version. This speech was delivered at Sibos, London, 24 September 2019.
09/25/2019
The Libra Reserve will be held by a geographically distributed network of custodians with investment-grade credit ratings
09/25/2019
Employees will delegate tasks they’re not confident in to robots
09/24/2019
Although the drive for more automation is still centred around RPA, the recent developments in Open Banking standards have brought a new opportunity to the asset servicing environment.
09/24/2019
Amongst FinTech investment deals on a global level, London has taken top spot in 2019, with a total of 114 deals, overtaking New York in second place (101).
09/24/2019
This is the fifth consecutive year Objectway have appeared on this prestigious list.
09/24/2019
Avaloq was named the winner due to its strong performance across each Celent ABCD Vendor View category1 and having earned the highest total score.
09/24/2019
The app also comes with a strong cordon of device binding to protect the security of customer funds.
09/24/2019
They can also respond more effectively to regulatory reporting requirements and client service needs, by adding increased oversight and business control.
09/23/2019
New York firms snagged 101 fintech deals while San Francisco saw 80.
09/20/2019
The product development work is firmly on track and we are delighted with the results we are achieving.
09/20/2019
Scalable Capital’s customers with a portfolio account at Baader Bank can invest in fixed-term deposits