02/08/2024
WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.
02/06/2024
Wealth managers view their current technology systems as outdated, Avaloq says
02/06/2024
The bank provides cash management, merger and acquisition advisory, equities, and capital market services.
02/06/2024
According to the firm the platform currently has around 575,000 investors in the UK holding almost £20bn of assets.
02/05/2024
Allica Bank was recently recognised as 2023’s fastest-growing company by the Deloitte UK Technology Fast 50 awards
02/05/2024
While digital transformation is a key priority for businesses, business growth is understandably the top strategic priority for almost half (49%) of CEOs across the world.
02/02/2024
This was stated in a statement from the young company, which makes fiduciary and business administration services accessible to SMEs online.
02/02/2024
This is a symbolic moment and indicates what a turnaround story Meta has been on since its struggles in 2022.
02/01/2024
Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership.
01/30/2024
The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.
01/26/2024
As we live our lives we continue to accumulate wealth and pass it on to our family and loved ones as our legacy.
01/25/2024
Another focus area is harnessing the benefits of digital innovation while containing its risks.
01/25/2024
In the future, this option will be expanded to include other asset categories.
01/24/2024
The new LYNQS mobile version is one of the first click n’ trade platforms that is accessible via mobile devices in Asia.
01/24/2024
With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure
01/22/2024
Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits.
01/22/2024
The tech giant said it had started building the facility on a 33-acre site in Waltham Cross, Hertfordshire, with aims for construction to be completed by 2025
01/22/2024
Users can now send money abroad using only their recipient’s name and their phone number or email address
01/18/2024
WealthArc empowers wealth managers, family offices, trustees and other wealth owners with a state-of-the-art data management platform aggregating globally over 200k positions every day.
01/18/2024
The average company perceived GDPR, for example, primarily as a compliance exercise, but GDPR mandates that all information about the customer is documented, and so far, that has not always been the case.