05/12/2022
volt by Vontobel: The new investment app offering private banking-level service and personal advice
Affluent clients can thus access digital investment services that would otherwise only be available to very wealthy clients.
05/12/2022
Affluent clients can thus access digital investment services that would otherwise only be available to very wealthy clients.
05/12/2022
The Law Commissions envisage distinct new regulatory regimes for self-driving vehicles where someone would sit in the driving seat and be able to take manual control over the vehicle
05/12/2022
The 3Folio platform offers, among other things, portfolio tracking
05/11/2022
Fintech firm to open international arm in Jersey
To serve clients of wealth managers, advisers and trust companies
05/11/2022
SS&C Launches Blue Prism Desktop to Optimize Desktop Process Management
Blue Prism Desktop enables businesses to securely and centrally execute automated desktop processes, reducing governance and security risks
05/11/2022
Iress improves Kepler Cheuvreux’s trading outcomes in first full year of use
Kepler Chevreux’s recent review of Iress’ performance in its first full year of use highlighted a number of improvements to trading and business outcomes.
05/10/2022
“BOC will be able to benefit from the OLYMPIC Banking System’s award-winning core strengths of efficiency and compliance, together with its open service-oriented architecture (SOA) and API approach.”
05/05/2022
Recognised as leaders in advancing corporate governance through proxy voting and disclosure services
05/05/2022
This makes sense, because the easier it is for customers to buy or complete tasks thanks to excellent UX design, the more satisfied they will be.
05/05/2022
This release furthers our investment in areas that give users more transparency into their data and the ability to more quickly and confidently manage workflows to ensure predictable outcomes.
05/04/2022
The demand for cryptocurrencies has risen sharply in recent years.
05/04/2022
This is expected to enable SMArtX to roll out new product offerings, including fixed income strategies in unified managed account (UMA).
05/04/2022
The project is part of Leumi ABL's wider business transformation and required close collaboration between both teams to ensure a successful implementation and roll-out.
04/30/2022
More often than not, a firm simply outgrows its administrator, and may need more outsourcing capabilities.
04/29/2022
Digital tools need to interact with real-life services in order to connect with real-life people.
04/29/2022
Five key client onboarding challenges that your wealth firm must address
Differing perspectives is just one of the many problems faced by the wealth management industry that have beset clients in their onboarding experience.
04/29/2022
Banks have let FinTechs take the lead in the BNPL space – challenging their dominance will not be easy.
04/27/2022
Deutsche Börse Group supports a global client base with market data and services through a broad and diverse network of distribution channels.
04/26/2022
Fintech company Flow Your Money plans to use investment to grow its self-driving money platform
04/26/2022
Some core system suppliers promote having a sandbox as being a shortcut to evaluating whether their solution will meet potential users’ requirements.