04/29/2016

4 Ways Robo - advisors humanize automated Tools

Overall, adds Holder, questions included in automated KYC forms should always be asked in the way and order that advisors would ask them, or in the way investors usually answer them best.

04/19/2016

Switzerland based family office selects wealth technology system

“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,

04/18/2016

Wilshire Launches Wealth Management Platform

Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f

04/14/2016

SS&C Acquires One-Third Interest in Nervanix

SS&C’s investment in Nervanix will combine its leading adaptive learning capabilities with SS&C’s portfolio of solutions including its leading financial services cloud-based learning platform, Zoologic Learning Solutions.