05/05/2016
Pershing adds three new robo-advisers in latest push into digital advice
The firm is building out digital ecosystem of its own with partnerships with Jemstep, SigFig and Vanare
05/05/2016
The firm is building out digital ecosystem of its own with partnerships with Jemstep, SigFig and Vanare
05/04/2016
Of 775 investment pros surveyed by global association the CFA Institute, nearly two thirds are familiar with automated financial advice tools, with 16% not familiar at all.
05/04/2016
The solution enables transformation by streamlining operations across asset classes, markets and business entities globally, and enhances banks’ and brokers’ financial and risk management and regulatory compliance capabilities.
05/04/2016
Deloitte, which works with each of the top 30 banks across its member firms globally, and ConsenSys Enterprise, the largest Ethereum-centric blockchain company in the world, uses its blockchain subject matter expertise to accelerate banks looking to trans
05/03/2016
The stock has suffered due to missed expectations and anxiety about an upcoming negative documentary,” Einhorn wrote.
04/29/2016
Nicola Wealth Management turns to SS&C for its expertise, technology platform and Canada-based service teams
04/29/2016
Using intelligent frameworks and robotic agents, Capgemini’s Intelligent Test Automation Platform supports the dynamic, iterative, and collaborative requirements of agile and scriptless automation development.
04/29/2016
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.
04/29/2016
Infostealing malware discovered by Zscaler terminates any installed anti-virus software to steal personal data - and the only way to get rid of it is to completely reset the phone
04/28/2016
SS&C has announced the latest enhancements to its Global Wealth Platform (GWP) - the next generation cloud-based investment management solution.
04/27/2016
The Broadridge Solutions Partner Program provides an excellent foundation of collaboration designed to drive customer success
04/25/2016
There aren't any signs that suggest if you drive up the narrow road that wraps around the hill you'll find a research facility at the top.
04/22/2016
The group has operated in Asia for more than 100 years, and currently has over 63,000 contracted agents, more than 100 bank partnerships and more than 500 dealers, independent agents and brokers.
04/21/2016
Ensuring customer success is the most important thing we do at Coupa
04/21/2016
The technology will feature as part of its wealth management division in the USA
04/20/2016
FinLife Partners allows firms to put their own branding on United Capital’s client experience tools
04/19/2016
“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 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
04/15/2016
The bank said the bot would "enable clients to receive important real-time alerts and communications" but did not offer specifics.
04/14/2016
The acquisition has been led by Euclid Opportunities, ICAP's early-stage fintech investment incubator, founded by Steve Gibson in 2011.