JHC Transforms Digital Landscape for wealth managers
- 5 years 8 months ago
- Wealth Management
Wealth management fintech firm, JHC Systems (JHC), has launched its Digital Wealth Platform. The product and service offering allows firms to digitise key processes, which will improve efficiency and enhance the experience of end users. This means wealth managers will be freed up to focus on what really matters – client relationships and retention.
BlueBay chooses Alpima to equip its sales, product and multi-asset teams for fund data
- 5 years 8 months ago
- Fund Management, Investment Management, Wealth Management
BlueBay has chosen Alpima to further equip its sales, product and multi-asset teams to intelligently visualise fund data and product characteristics across its full fixed income suite. Offered as a white-label version of its cloud-based platform, ALPIMA has worked closely with BlueBay to customise it to its exact requirements. Luc Leclercq, BlueBay’s COO, says: “We are pleased to engage with ALPIMA, whose modular and adaptive platform offers the... more
FinTech Global Lists Appway As One of the World’s Most Innovative WealthTech Companies
- 5 years 8 months ago
- Wealth Management
Appway is thrilled to be named in WealthTech 100 as one of the 100 most forward-thinking companies redefining the wealth and asset management industry. Investments in WealthTech have grown dramatically, with nearly five times more invested in the sector in 2018 than in 2014. “With the rise of mobile and digital distribution channels, new business models, and personal finance consumer propositions, the wealth management industry is undergoing... more
Refinitiv Automates Fund Eligibility for Wealth Managers and Financial Advisors through Eikon App
- 5 years 8 months ago
- Fund Management, Investment Management, Wealth Management
Building on its commitment to work with partners and customers across the financial community to solve key workflow challenges, Refinitiv today announced that it has onboarded a new app “Fund Eligibility” to its financial markets desktop platform Eikon, which automates the eligibility assessment governing product sales restriction. Developed by the Swiss FinTech Investment Navigator, the “Fund Eligibility” app is the latest innovation to offer... more
OBJECTWAY’S FINANCIAL CHATBOT AT THE CINI NATIONAL CONFERENCE ON ARTIFICIAL INTELLIGENCE
- 5 years 9 months ago
- Wealth Management
Objectway presented the contribution “A Financial Chatbot for the Unified Wealth Management Platform Project” during the workshop "AI for Finance, Commerce and Legal Issues" within Ital-IA, the first national CINI (National Inter-university Consortium for Computer Science) Conference on artificial intelligence, held on 18 and 19 March in Rome, at the Confindustria headquarters.
Liquid adopts KRM22’s Trade Surveillance Platform Irisium
- 5 years 9 months ago
- Investment Management, Wealth Management, Risk Management
KRM22 Plc, the technology and software investment company, with a particular focus on risk management in capital markets, today announces that its market surveillance product, Irisium, has been selected by Quoine, a global fintech company. Irisium will be integrated on Liquid, a Quoine platform.
OBJECTWAY AMONG THE TOP 500 CHAMPIONS THAT HAUL THE ITALIAN ECONOMY
- 5 years 9 months ago
- Investment Management, Wealth Management
Objectway, a leader in the Digital Wealth, Investment & Asset Management sector, is one of the 500 Italian companies included in the Top 500 Champions ranking by the ItalyPost Research Centre and in collaboration with “L’Economia”, economic magazine of the Italian daily newspaper Corriere della Sera.
Fast-paced energy transition expected to increase world equity returns by 6 percentage points over the next ten years
- 5 years 9 months ago
- Investment Management, Risk Management, Wealth Management, Risk Management
Today Ortec Finance, a market-leading provider of technology and solutions for risk and return management, in partnership with Cambridge Econometrics, launches the first-ever Systemic Climate Risk Scenario Solution. The newly developed systemic climate-risk aware economic and financial outlooks show that a rapid shift to a low-carbon, climate-resilient economy is likely to generate more attractive returns for investors in the short term... more
Finantix boosts leadership team with senior Brand and Marketing Communications appointment
- 5 years 9 months ago
- Wealth Management, Banking, Insurance
Finantix, the global provider of digital enabling software for the banking, wealth and insurance sectors, has appointed Marc Bussell to the role of Global Marketing Director. Bussell joins Finantix as the company continues to expand in markets across Europe, Asia and North America. His appointment follows the strategic investment in Finantix by Motive Partners announced late 2018 and represents a further key step in building out the firm’s brand...
Savers at mercy of widening pensions advice gap
- 5 years 9 months ago
- Wealth Management
An advice gap exists in the UK, having started in the wake of the 2013 retail distribution review (RDR). This resulted in advisers making their charges transparent for consumers – and putting people with low wealth off seeking advice.
TradingScreen Launches QUO, Simplified Workflow Solution for Wealth Managers and Announces Will Lawton as Head of QUO
- 5 years 9 months ago
- Wealth Management
TradingScreen Inc. (TS), the all-asset class order and execution management system (OEMS), today announced the global launch of
ADIB launches 100% Capital Protected Equities Basket Note in companies with superior work environment
- 5 years 10 months ago
- Wealth Management, Banking
Abu Dhabi Islamic Bank (ADIB), a leading financial institution, has launched a 100% capital protected 'Happy Workplace' equities basket note, designed to capture the outperformance of companies that have a motivated and productive workforce.
Axia Suite 2.1 released with new functional features
- 5 years 10 months ago
- Wealth Management
Profile Software, an international financial solutions provider, announced today the launch of its recently enhanced Axia Suite release 2.1 that delivers advanced investment management, compliance and reporting capabilities.
Profile expands its Partner Network in Europe and Asia
- 5 years 10 months ago
- Wealth Management
Profile Software, an international Financial solutions provider, announced today that over the past year, it has significantly expanded its Global Partner Network with new partnerships to represent its solutions across Europe and Asia, servicing the banking and investment management industries. Realising and investing in the growth of its established Partner Network, Profile has come to an agreement to locally support and deliver its award-... more
Smith & Williamson adopts Avaloq’s SaaS solution
- 5 years 10 months ago
- Investment Management, Wealth Management, Banking
Smith & Williamson, the UK-based financial and professional services firm, has further enhanced its relationship with international fintech leader Avaloq by adopting its comprehensive Software as a Service (SaaS) solution. The move comes six months after Smith & Williamson selected Avaloq to help enhance the delivery of investment management services to its clients and support the continued growth of the business through the Avaloq... more
