Refinitiv and NRI Go-live with Automated International Post-trade Brokerage Processing for Multimarket and Multi-currency Securities
- 6 years 8 months ago
- Wealth Management
Refinitiv and Nomura Research Institute, Ltd. (NRI), a leading provider of consulting services and system solutions, today announced that North American wealth management firms can now benefit from their strategic partnership announced in 2018. The partnership enables global diversification for Refinitiv’s retail and institutional clients by including automated international post-trade processing for multi-market and multi-currency securities.
Objectway has been featured by Celent in the report “European Wealth Management Technology Vendors”
- 6 years 8 months ago
- Asset Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management sector, has been featured by Celent in the report “European Wealth Management Technology Vendors”. This report examines the leading vendors of front-to-back office wealth management platforms available in EMEA, focusing on major trends, technology, functionalities, and client preferences.
Quadient signs European reseller partnership with Espire to drive 21st century customer communications
- 6 years 8 months ago
- Management
Quadient, the award-winning leader in Customer Communications Management (CCM), today announced a reseller partnership with digital and customer experience transformation experts Espire. The deal builds on Espire’s experience providing Quadient’s professional services, and will allow it to resell and support Quadient’s cutting-edge customer experience solutions to banking, insurance, travel, education, telecoms and utilities sectors across the... more
InvestCloud Reveals Unique CRM Solutions for investment managers
- 6 years 9 months ago
- Investment Management
InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the cloud with $2 trillion+ in assets, has released Open CRM, an enhanced customer relationship management system. Open CRM was created specifically for use in the investment management industry. The company also announced Integrated CRM, designed to overlay a client’s existing systems while leveraging the capabilities of the full version.
MUFG Signs Agreement with Saudi Arabian General Investment Authority to promote Japanese investment in the Kingdom
- 6 years 9 months ago
- Investment Management, Banking
MUFG Bank today announced it has signed an agreement with the Saudi Arabian General Investment Authority (SAGIA) to promote Japanese investment in the Kingdom of Saudi Arabia.
ETHoutlet.com To Provide Almost Instant Fiat to KEY Token Conversions
- 6 years 9 months ago
- Management, Payments
The digital asset and utility token exchange ETHoutlet.com has committed to listing SelfKey's native utility token, KEY, in pair with HKD and joining the SelfKey M
CICC Upgrades Wealth Management Strategy and Officially Launches “CICC Wealth Management” Brand
- 6 years 9 months ago
- Wealth Management
China International Capital Corporation Limited (CICC and “the Company”, 3908.HK) has just held the CICC Wealth Management Strategy Upgrade Conference 2019 in Shenzhen today under the theme of “Building Our Future through Partnerships, Achieving Life Goals to the Fullest” and announced the official launch of its wealth management brand “CICC Wealth Management”. More than 700 guests were invited, including government officials, regulatory... more
Two-thirds of organisations have no dedicated data function
- 6 years 9 months ago
- Management, Data
More than two thirds of organisations have no dedicated analytics or data science function, according to *1,000 respondents in an MHR Analytics poll. With *69% of organisations lacking internal data science expertise, data analytics specialist MHR Analytics has compiled the five best solutions to help organisations start to optimise their business intelligence and move on from manual spreadsheets.
ACA Compliance Group opens new office in Birmingham to expand European presence
- 6 years 9 months ago
- Risk Management
ACA Compliance Group (ACA) today announced the expansion of its European presence with the opening of a new office in Birmingham. From this new location, ACA will offer a full suite of services designed to strengthen and streamline financial services firms’ governance, risk and compliance arrangements.
Crypto Ratings Council nudging regulators to step up
- 6 years 9 months ago
- Asset Management
The recent announcement of the formation of a Crypto Rating Council (CRC) has been met with mixed feelings and confusion. Branded as a joint commitment “to responsible growth and maturation of cryptocurrency markets and related financial infrastructure and trading services”, as stipulated on its website, the CRC claims to be providing a system that simplifies US federal securities laws for the benefit of retail investors.
Wolters Kluwer Holds Annual Global Client Conference to Discuss Finance, Risk & Regulatory Reporting Trends
- 6 years 9 months ago
- Security and Compliance, Risk Management
Wolters Kluwer’s Finance, Risk & Reporting (FRR) business is holding its annual Client Conference in Cascais, just outside Lisbon, this week. The event, which takes place between October 9th and 11th, brings together the firm’s valued clients globally to discuss finance, risk and regulatory reporting trends and challenges.
Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities
- 6 years 9 months ago
- Asset Management, Wealth Management, Banking, Data
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and Sisense, a leading platform for analytics builders, announced the incorporation of Sisense’s embedded data analytics into Broadridge’s revenue and expense management application.
Multi-Family Office Forthlane Partners Chooses d1g1t as its Enterprise Wealth Management Platform
- 6 years 9 months ago
- Management, Wealth Management
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics & risk management tools, today announced that Forthlane Partners has chosen d1g1t as its advisory platform to manage the entire wealth advisory life cycle. This will enable them to deliver exceptional advisory services, provide better client and business insights, and streamline business processes.
Cashflow Driven Investment becomes a reality as allocation doubles over 18 months, says RiskFirst
- 6 years 9 months ago
- Asset Management, Consultancy
The average allocation to CDI eligible assets, such as infrastructure, private and multi-asset credit, has more than doubled since the beginning of 2018, concludes the study. This trend is driven by increasing allocations to infrastructure investments and a reduction in traditional return-seeking investments, such as equities.
Blockchain Hires Former Blackrock, Goldman Sachs Exec to Drive Legal and Operational Excellence
- 6 years 9 months ago
- Blockchain, Asset Management
Blockchain, the leading provider of cryptocurrency products including the world’s most popular crypto wallet, has hired former Blackrock (NYSE:BLK) and Goldman Sachs (NYSE:GS) executive Howard Surloff to advance the gold standard for legal, compliance, and corporate governance within the cryptocurrency industry. Surloff brings over 25 years of executive experience to Blockchain’s Executive Team as its new General Counsel.
