BinckBank Unveils Digital Wealth Management
- 9 years 4 months ago
- Investment Management, Wealth Management
BinckBank introduces the automated discretionary management service Binck Forward. With this brand new service, BinckBank adds a low minimum initial investment management solution to its suite. Binck Forward is particularly suitable for customers who want to invest, but do not want to manage their own portfolio on a daily basis.
Standard Chartered Introduces Digital Wealth Advisory Tool
- 9 years 4 months ago
- Wealth Management
Standard Chartered Private Banking has introduced ADVICE, a digital wealth advisory tool for its relationship managers (RMs) that integrates the Private Bank’s entire suite of house views and investment recommendations with Thomson Reuters’ real-time market information.
XM Wins Award as Best Forex Service Provider 2017
- 9 years 4 months ago
- Wealth Management
XM Group (Trading Point Group), a leading Forex and CFD broker and the official trading partner of the Fastest Man in the World "Usain Bolt", has been recognized as Best Forex Service Provider for 2017 during the City of London Wealth and Management Awards which were hosted on the 30th of March at The Guildhall in the City of London.
Moneyfarm Partners with Allianz Global Investors
- 9 years 4 months ago
- Wealth Management
Moneyfarm, the digital wealth manager, has today launched a partnership with Allianz Global Investors which will provide access to an active wealth management solution at institutional cost to UK employees of Allianz companies. This follows Allianz’s strategic investment in Moneyfarm, which was announced in September 2016.
Grain reveals v2.0 of Its Wealth Management App
- 9 years 4 months ago
- Wealth Management
The wealth management startup Grain has demonstarted its 2.0 version in the iOS app store this week and it is also live on
InvestCloud Introduces Accounting and Robo Capabilitie to The Wealth Management Platform
- 9 years 5 months ago
- Wealth Management, Accounting
InvestCloud Inc., a global FinTech firm, has announced a new division to add further accounting and Robo capabilities to its digital wealth management platform. The creation of the InvestCloud icMAC (Modeling, Accounting & Custody) division follows the firm’s $20 million acquisition of London-based Babel Systems, announced in January 2017. Its launch completes the integration of Babel into InvestCloud, with Babel founder Steve Wise appointed... more
Merrill Lynch Wealth Management Announces Upgrades in Mobile App Technologies
- 9 years 5 months ago
- Wealth Management, IT Innovations
Merrill Lynch Wealth Management today announced major enhancements to its mobile apps and other technologies in recognition of the growing use of mobile, social and web technologies in their clients’ personal and professional lives.
InvestCloud joins City of Boston for family savings program
- 9 years 5 months ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has partnered on a new program with the City of Boston and Boston Mayor Martin J. Walsh to let families to create long-term savings plans for their children’s education. This partnership serves as another proof of the growing need for wealth management services.
Profile announces the latest version of Axia
- 9 years 6 months ago
- Wealth Management
Profile Software, an international financial solutions provider, today announced the latest upgrade in Axia, the web-based wealth management and family office platform. Its functional coverage has been enriched with a number of new attributes such as instrument types, transaction types, analytics, interfaces and features to further boost the operational capability and efficiency of the organisation.
InvestCloud Grows Globally Shifting HQ to Los Angeles
- 9 years 6 months ago
- Platform Technology, Wealth Management
InvestCloud, the leading digital platform designed specifically for investors and wealth managers, has moved its global headquarters in Los Angeles into the prestigious Pacific Design Center as it expands its operations and targets further global growth. The new location provides capacity to increase InvestCloud’s headcount to support further planned growth in 2017. In addition to extra space, the new environment has been fitted with... more
Market Gravity to Speak at Two-day London Event Exploring Digital Opportunities in Wealth and Asset Management
- 9 years 6 months ago
- Asset Management, Wealth Management
Join business leaders at a two-day event in London aimed at highlighting how wealth and asset managers can implement and get the best out of digital technology through agile working and innovative leadership. Experts from some of Europe’s top investment management companies will gather to share their experiences of digital transformation and how they use data in new ways to make more intelligent decisions and expand marketing reach.
Kymin Financial Services unveils robo-advice tool via Intelliflo’s iO
- 9 years 6 months ago
- Management, Asset Management, Investment Management, Wealth Management
Newport-based Kymin Financial Services has launched Kymin Direct, an automated online investment service via Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP) for clients with between £1,000 and £50,000 to invest. Targeted at ISA and GIA savings, the service is competitively priced and does not involve clients interacting face-to-face with the team of advisers unless they request it.
Profile Software to showcase its solutions at Middle East Wealth Management Forum in Dubai
- 9 years 6 months ago
- Transaction Banking, Investment Management, Wealth Management, Core Banking, Islamic Finance
Profile Software, an international financial solutions provider, today announced its sponsorship of the Middle East Wealth Management Forum organized by Hubbis, taking place on the 24th of January at the Ritz Carlton, DIFC in Dubai, UAE. Profile’s executives will demonstrate the client centric and innovative platforms that address the Wealth Management industry’s requirements.
Advicent Announces Partnership With Janney Montgomery Scott
- 9 years 6 months ago
- Investment Management, Wealth Management
Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards.
