04/04/2019
Brace For Holistic Advice ( And Please, Trash That Outdated Technology)
There are risks in scaling technology and maybe some resistance to change.
FinTech
04/03/2019
Charles Schwab sets roadmap for shift away from ad valorem charges
Netflix-style fees across the Atlantic could translate for UK intermediaries
04/03/2019
ABN Amro Selects Temenos
ABN Amro first implemented the Temenos T24 core banking platform “ the forerunner to Temenos T24 Transact “ for its corporate banking activities in 2009
04/02/2019
Söderberg & Partners Selects Charles River IMS
Söderberg will use Charles River IMS to manage its growing number of investment funds and discretionary client accounts.
04/02/2019
Sesame Bankhall and Aviva in £5m fintech investment
Sesame Bankhall Group (SBG) and Aviva today revealed a £5m investment in new technology start-up firm Acre Software.
03/29/2019
IT platform joins forces with European adviser association
The trade body wants members to start looking at ‘technology as an advantage, not a threat’
03/28/2019
Digital wealth manager targets 'seven figure sum' in crowdfunding round
The company secured a £45m investment from Convoy and Goldman Sachs in January this year.
03/28/2019
New advisory capabilities for actively managed accounts
Robo-advisors make a lot of sense for investors with passively managed accounts who can be segmented into broad groups based on: age, projected retirement date and risk tolerance.
03/28/2019
FNZ becomes first Scotland-based fintech unicorn business
Scotland’s credentials as a leading fintech location were further reinforced recently with the news that the Edinburgh-based fintech giant FNZ has reached Unicorn status.
03/27/2019
What is FNZ? The digital finance unicorn in Scotland’s thriving fintech hub
Over the 15 years since it was founded, FNZ has developed a range of digital services for its partners in the financial services industry, which have fuelled its growth and now earned it billion-dollar unicorn credentials.
03/27/2019
Royal London ponders rebrand of Ascentric platform
The company had used a "phased approach" to migrating clients, moving them in small groups, with about one per cent of clients having moved across between January and now.
03/27/2019
Temenos partners with Canada Life
This new partnership with Temenos will allow us to move from our current legacy system
03/27/2019
SimCorp Dimension to Form Core Front to Back Solution for Willis Towers Watson’s Investments Business
Using SimCorp’s highly automated approach, Willis Towers Watson’s Investments business will be supported by a source of timely, accurate, and centralized data, powered by SimCorp’s integrated Investment Book of Record (IBOR).
03/27/2019
Wealth Management Software Market to Witness Huge Growth
In this Research Report provides primary and secondary data for studies, the scope of the product and vendor briefings.
03/26/2019
Avaloq announces strong 2018 results, driven by international expansion, new solutions and client growth
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
Widen Wins Best Digital Asset Management Platform
Customer scores and expert judging panel elevate Widen to the top of the DAM competition
03/26/2019
Milleis Banque chooses OLYMPIC Banking System
This choice is consistent with the bank's repositioning strategy f
03/26/2019
Sanlam Asset Management selects AQMetrics
Sanlam will utilise AQMetrics software technology to automate Annex IV reporting
03/26/2019
Avaloq announces strong 2018 results
Avaloq saw a significant number of successful ‘go-lives’ and new client wins in 2018.
03/26/2019
Chatbots in banking at Norway's largest financial company
The company, while providing conversational AI products for companies in various industries, specializes in creating chatbots for the banking and insurance industries.