11/15/2018
The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed
11/14/2018
The bank’s backing raises the total of Axoni Series B funding to $36 million.
11/14/2018
The launch of the platform followed a year of work alongside the bank developing new digital services
11/09/2018
Financial firms get feedback from disparate sources — email, chat, call center and web forms.
11/09/2018
Founded in 2001, Hedgepoint Solutions has provided a wide array of technology services to businesses across various industries and sectors
11/08/2018
Regulated company merging investment banking and fintech to create an ecosystem of digital financial products and services on the blockchain
11/07/2018
Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform
11/07/2018
The new Fujitsu business is set to benefit from the strong support and cooperation of the British Columbia government, and the Canadian government.
11/06/2018
The cloud deployment type is expected to show a higher growth rate during the forecast period
11/05/2018
Such a product is certain to find a gracious market in quick order, and that they have a patent on the idea means they might for an extended period be the only game in town — if they commercialize it.
11/02/2018
New digital destination created to meet growing demand by ultra-high net worth individuals and family offices for streamlined operational oversight and intelligent control over all aspects of their sophisticated wealth
11/02/2018
Companies have entered into a joint venture to launch a Security Token Exchange in the US
11/02/2018
This 75-page report is a deep-dive into practices observed in both industries, with commentary on key areas of alignment and misalignment—a must read for any firm that is re-evaluating their employee value proposition and total reward strategy to al
11/01/2018
SigFig’s CoPilot platform is a full stack solution that intelligently automates front, mid- and back office administrative tasks, allowing advisors to focus on fostering relationships with their clients
11/01/2018
This financing will allow REBEL to further invest in its proprietary technology platform and product development, as well as to grow its customer base and loan book.
11/01/2018
Partners with iCapital in building definitive technology solution for alternative investments
11/01/2018
The change, made possible by the acquisition, lets customers access accounts with much higher interest
10/31/2018
Wealth Access provides collaborative financial management tools for advisors serving high net worth clients.
10/29/2018
They went so far as to near-nakedly manipulate the Bitcoin price in an attempt to recoup lost customer funds before anyone found out.
10/29/2018
The SEC’s legal action states that Crypto Asset Management solicited $3.6 million from just 44 private investors, most of whom were individuals.