BlueRock Wealth Management Offers Digital Safekeeping with FutureVault
- 7 years 12 months ago
- Wealth Management
BlueRock Wealth Management Inc., a trusted wealth management firm that provides personalized financial advice and services, has announced that it is offering FutureVault’s Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to its executive and high-net-worth clients.
Axia: Advisory service capabilities enhanced, MiFID II-ready
- 8 years 3 weeks ago
- Wealth Management, Compliance, Regulatory Standards
Profile Software, an international financial solutions provider, today announced the enrichment of Axia, its leading web-based platform for wealth management across all service lines, with new advisory service capabilities in light of the forthcoming MiFID II regulation.
SoFi Wealth Brings the Best of High-Tech and Human Guidance to Online Investing
- 8 years 3 weeks ago
- Wealth Management
SoFi announced the general availability of SoFi Wealth, the first low-cost online wealth management platform to combine an easy-to-use online and mobile interface with unlimited access to live, licensed financial advisors, giving people the guidance they need to understand, define, and then work toward achieving their investing goals. Features of SoFi Wealth include:
InvestCloud and Private Client Resources Team Up to Deliver Total Wealth Aggregation Services
- 8 years 1 month ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution. This solution combines the firms’ existing... more
Maseco Private Wealth Partners with InvestCloud
- 8 years 1 month ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has been appointed by MASECO Private Wealth to provide client and advisor portals to its clients in the UK and the US. InvestCloud will deliver comprehensive client communication and reporting capabilities, including the automation and consolidation of client reports online.
Dolfin Selects Profile Software To Enable Fully Automated Operational Environment
- 8 years 1 month ago
- Investment Management, Wealth Management
Today Profile Software, an international financial solutions provider, revealed that Dolfin, a London-based investment firm, is managing its asset management operation with Profile’s award-winning platform, enabling a fully automated operational environment.
Ullink Enhances Buy-Side Capital Markets Connectivity with Valemobi in Brazil
- 8 years 1 month ago
- Trading Systems, Wealth Management
Ullink, the global leading provider of connectivity and electronic trading solutions, is delighted to unveil a partnership with Valemobi, a supplier of technology to the capital markets industry based out of Brazil, to provide turnkey solutions for clients of its Asset and Wealth Management solutions.
Gender Pay Gap Prevents Women From Investing in Their Future
- 8 years 1 month ago
- Wealth Management, Payments
More than half of British women who don’t have any financial investments are not investing due to a lack of disposable income, according to new research commissioned by digital wealth manager Moneyfarm. Data from the YouGov survey shows that over half of women without financial investments (53%) in Britain cite a lack of funds as the most common barrier to investing. In fact, almost one in four (24%) say they do not have any disposable income in... more
BinckBank Unveils Digital Wealth Management
- 8 years 2 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
- 8 years 2 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
- 8 years 2 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
- 8 years 2 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
- 8 years 2 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
- 8 years 3 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
- 8 years 3 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.
