Management

Capita and Munnypot announced partnership

The award-winning, robo-advice investment platform, Munnypot, announced today that it’s entered into a strategic ‘scaling partnership’ with Capita. Under the terms of the agreement, Capita has become a shareholder in Munnypot in return for a long-term relationship providing business development services. Read more »

Financial services investment in customer experience questioned as annual complaints rise

The total number of complaints against financial service institutions has increased, despite investment in customer service processes. Complaints data from Financial Ombudsman Service revealed a rise from 1,456,396 between 2017/2018 up from 1,394,379 the year before. Read more »

Marshall Sterling chooses Re:Call from TeleWare for regulatory compliance

Marshall Sterling, a London headquartered investment management organisation, has deployed TeleWare’s Re:Call app to meet regulatory requirements. Marshall Sterling’s advisors had been using TeleWare’s SIM-based mobile solution for a number of years to record all relevant business communications. Whilst this solution ticked all the compliance boxes, it required advisors to carry a separate handset for business calls. Read more »

Close Brothers Asset Management selected Red Deer to support MiFID II processes

Red Deer, a financial technology company dedicated to enhancing the performance of active investment managers, is pleased to announce that Close Brothers Asset Management, a leading wealth manager, has improved its MiFID II processes by implementing Red Deer’s Research Management solution to better manage its research budgets and enforce stricter controls around inducement across its investment business.  Read more »

Julius Baer selects WealthSuite in Asia

Temenos announced that Julius Baer’s divisions in Singapore and Hong Kong have successfully completed the migration to Temenos WealthSuite. WealthSuite combines core banking, portfolio management, channels and analytics functions in a single wealth management platform. Julius Baer is a leading Swiss private banking group with around 400 billion USD in assets under management globally. The bank focuses on providing high-end services and in-depth... more Read more »

Target enters Transfer Agency market with Bravura partnership

Target Group, the business process outsourcing and operational transformation provider, has today announced it is bringing an enhanced digital service solution to the transfer agency (TA) market for investment firms by partnering with Bravura Solutions. Read more »

Investment analysts will be able to develop independent research businesses through Boost Research, the first grassroots accelerator by Smartkarma

Expert mentorship, financial support, data and office services as well as direct access to the global Smartkarma network available Read more »

Singularity-X launches live trading

A new professional digital asset exchange - Singularity-X - has started live trading today. In the first stage, the exchange offers trading for the most popular cryptocurrencies - BTC, LTC, ETH, and DASH. Both crypto/crypto and crypto/fiat trading is available. Trade pairs are available in USD and EUR. Additional cryptocurrencies and tokens will be gradually added. The exchange is headquartered in the European Union. Clients wanting to trade a... more Read more »

Revolutionary software to steer financial planners through new regulations

Fintech start-up i4C will officially launch its exciting new offering to wealth managers and financial planners across the UK in June. i4C is a SaaS that provides financial planners with a sophisticated but easy to use web-based product, enabling the creation of simple or complex cashflow plans to provide clear and compliant guidance to clients. Read more »

smartTrade Technologies launches Cryptocurrency trading on its FX Platform

smartTrade Technologies, a multi-asset electronic trading solutions pioneer, announces today the addition of Cryptocurrencies to its award-winning FX Trading Platform, LiquidityFX (LFX). The Cryptocurrency market is growing fast, and a large percentage of the current trading volumes is concentrated on the top ten cryptocurrencies, which accounts for about 70% of daily turnover. It is also highly decentralized and finding the best price is, at... more Read more »

Profile introduces Axia Robo Advisor that delivers unique automation to address new markets

Profile Software, an international financial solutions provider, today announced the introduction of its Axia Robo Advisor solution, which automates all investment management operations targeted to wealth management firms and banks that want to address a wider market of investors. Read more »

JHC to source market data from VMS

Wealth management fintech firm, JHC Systems (JHC) has announced today that it has partnered with US fintech firm Vertical Management Systems (VMS) to provide customers with high quality and efficient market data.  As more wealth managers diversify portfolios, it’s becoming more important that they can access the global data they require to make sophisticated investment decisions. Read more »

AK Jensen Group Awarded Best Hedge Fund Platform for Third Successive Year

AKJ Traditional platform, the leading turnkey, tier one hedge fund platform was announced 'Winner of Best Hedge Fund Platform - Emerging Funds' at the 2018 HFM European Services Awards. Owned and managed by AK Jensen Group, the AKJ Traditional platform provides a single, integrated legal and regulatory infrastructure, enabling fund managers - from start-up to the highest level - to setup and run viable funds. Read more »

marcus evans to Host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco

marcus evans will host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco. This conference will provide wealth managers with practical tools for developing a consistent and firm-wide digital adoption strategy allowing them to expand their client base and offerings. Read more »

Multi-million-dollar reinvestment to enhance BSO’s global customer experience

Global network provider, BSO, today announced significant reinvestment back into the business to support its mission to deliver an even better service to its global customer base.  Read more »

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