Berenberg and Backbase make digital portal a reality
- 6 years 6 months ago
- Wealth Management
Berenberg announces the launch of its customer-centric digital Wealth Management portal. This follows a successful pilot after working with Backbase to update its digital offering. This portal is a direct response to the growing demand from Berenberg’s clients for a partner in Wealth Management capable of catering to clients across all channels.
Syfe Launches REIT+ Portfolio to Give Investors Affordable Access to SGX-listed REITs
- 6 years 6 months ago
- Wealth Management
Digital wealth manager, Syfe, today launched the REIT+ portfolio, a first-of-its-kind initiative that allows anyone in Singapore to start risk-managed investing in Singapore real estate with no minimum investment. Unlike buying a property or REITs as a private investor, Syfe's REIT+ product offers an easy, risk-managed and low-cost way for investors to access Singapore's thriving REIT market with a fee as low as 0.4% per annum of your invested... more
Investors aged 28-37 years invest in long-term loans most often
- 6 years 6 months ago
- Investment Management
Analysts of the P2P platform Robo.cash have studied the profile of its users investing in long-term loans. Based on the platform’s statistics, they have revealed that most often, loans issued for a period of 12 months are chosen by investors aged 28-37 (41.9%).
Citi Rolls Out Digital Investment Tool
- 6 years 6 months ago
- Wealth Management
Citi's consumer business has introduced a digital wealth investment tool for clients with as little as $1500 to invest.
Refinitiv Report on Transformation of Wealth Management – Five Trends for 2020 and Beyond
- 6 years 6 months ago
- Wealth Management, Data
Building on its commitment to connect and empower the global financial community by harnessing proprietary data and analytics designed to add greater client value, Refinitiv today announced the findings of its ‘Transformation of Wealth Management – Five Trends for 2020 and Beyond’ report in collaboration with Aite Group. According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization,... more
Guotai Junan International launches trading operations in Hong Kong with Finastra
- 6 years 6 months ago
- Trading Systems, Asset Management
Finastra announced that Guotai Junan International (GTJAI) has gone live with Finastra’s end-to-end equities derivatives trading and cross-asset risk solution, Fusion Sophis. The move has enabled GTJAI to launch trading operations in Hong Kong following a short implementation, helping to fuel the firm’s growth and maximize market share.
Broadridge Launches Forecasting Module within its Asset Management Revenue and Expense Management Solution
- 6 years 6 months ago
- Asset Management, Wealth Management
Broadridge Financial Solutions, Inc., a global Fintech leader and part of the S&P 500® Index, announces the launch of a new forecasting module within its leading revenue and expense management platform.
Asset Management Report Highlights Quiet Revolution in Attitudes to Oversight and Contingent NAV Capabilities
- 6 years 6 months ago
- Asset Management
Asset managers are increasingly acting to adopt resilient oversight and contingent NAV solutions, in the face of ongoing regulatory attention and maturing automation solutions. This is according to new research from institutional fintech firm Milestone Group, who have been directly engaged in developing these capabilities for the global investments industry.
Finastra strengthens its position in Israel with new office opening
- 6 years 6 months ago
- Investment Management, Cloud
Finastra is investing further in Israel with a new office in Kfar Saba, just outside Tel Aviv. The office, which is home to over 330 employees, offers more space for the Finastra team to grow as the company strengthens its position in the country, and provides an ultra-modern workspace to inspire creativity and facilitate collaboration.
Lothian Pension Fund Streamlines its Investment Management Processes with Charles River IMS
- 6 years 6 months ago
- Investment Management
Lothian Pension Fund, the Edinburgh-based local government pension scheme provider, has completed the implementation of the Charles River Investment Management Solution (Charles River IMS) to help strengthen its investment processes and provide capacity for expansion of its third-party services.
Pine Labs announces investment from Mastercard
- 6 years 6 months ago
- Investment Management, Payments
Pine Labs, one of Asia’s leading merchant commerce platforms, announced an investment by Mastercard that underscores confidence in India’s growing economy. The investment is part of a partnership to continue the rapid growth of convenient electronic payment options for consumers across the region. The collaboration will deliver an extensive range of card and real-time payments-based instalment financing at checkout – in-store and online.
State Street Announces New Partnership With iCapital Network
- 6 years 6 months ago
- Investment Management, Alternative Finance
State Street Corporation (NYSE: STT) today announced it has entered into a new partnership with iCapital Network[1], the financial technology platform setting the industry standard for delivering access and efficiency in alternative investing.
Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange
- 6 years 6 months ago
- Wealth Management
Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.
Lu International Partners with KASIKORNBANK to Launch FinVest for Retail Investors in Thailand
- 6 years 6 months ago
- Investment Management
Lu International (Singapore) Financial Asset Exchange Pte. Ltd.
Leading UK Wealth Manager selects Cashfac to orchestrate cash movements and real-time operational accounting.
- 6 years 6 months ago
- Cash management, Wealth Management
Cashfac is delighted to announce that one of the UK’s largest wealth manager and specialist SIPP provider - trusted by thousands of investors with billions of pounds in pension and investment savings - has selected Cashfac to help drive their business transformation.
