09/01/2019

wealth management firm goes live with Iress

The software supports multi-proposition, multi-asset, central dealing team, providing close integration with the in-house portfolio management system as well as the London dealing desk, Bristol head office and branches across the

09/01/2019

Private banks warn over Facebook holiday scams

The perpetrator found enough details of the family’s holiday to impersonate them and authorise the transfer — with the weak link being a social media profile saying, “headed to Paris with the family! See ya in two weeks!”

08/29/2019

Front Office goes Digital

The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.

08/29/2019

Front Office goes Digital

The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.

08/28/2019

Berlin-based fintech Raisin continues to expand

Since Raisin launched in 2013, the Frankfurt-based bank has been Raisin’s servicing bank in Germany and Austria. From this business partnership a close cooperation has developed.