Broadridge and UBS Americas to Redefine Wealth Management Technology in North America
- 7 years 9 months ago
- Wealth Management
Broadridge Financial Solutions, Inc., the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will solve a key financial services challenge by creating a modern, industry-level wealth management best-in-class technology solution.
Profile was shortlisted in 4 categories at the WealthBriefing GCC Region Awards 2018
- 7 years 10 months ago
- Transaction Banking, Wealth Management
Profile Software, an international financial solutions provider, announced today that it has been shortlisted at the WealthBriefing GCC Region Awards 2018 under the categories “Front Office Solution”, “Portfolio Management”, “Onboarding” and “Innovative Fintech Solution”. These distinctions highlight Profile’s commitment to delivering truly innovative and client-centric Wealth Management platforms that help firms accelerate their operations,... more
Avaloq highlighted in Aite report for exemplary delivery of digital advisory solution
- 7 years 10 months ago
- Wealth Management
A recent report of leading research house Aite on the digitization of the wealth management sector, Wealth Portfolio Suites Turn to Digital Advisory: Early Risers, has highlighted Avaloq in the fast-growing digital advisory market for its educational value in client communication. The impact note from Aite looks at the new generation of wealth management solutions and the impact that demand for digital advisory is having on the core... more
Profile Software at AM TECH DAY by L’Agefi as a Silver Sponsor in Paris
- 7 years 10 months ago
- Asset Management, Wealth Management
Profile Software, an international financial solutions provider, announced today its participation as a Silver Sponsor at the Wealth and Asset Management-focused event, “AM TECH DAY by L’Agefi”, taking place on 17 October 2018 in Paris, showcasing its pioneering and award-winning Investment Management solutions.
Profile received new distinctions for outstanding performance of its innovative and client-centric FinTech solutions
- 7 years 11 months ago
- Wealth Management
Profile Software, an international FinTech solutions provider, announced today that during the past quarter it has been recognised by internationally well-established publications and research firms for its outstanding performance in delivering robust and client-centric FinTech solutions to the modern Wealth Management and Banking sectors that offer added value to both professionals and their clients.
Apiax Unveils New RegTech Tax Product
- 7 years 11 months ago
- Wealth Management, Regulatory Standards
Zurich-based RegTech startup Apiax’ new product allows banks and asset managers to factor the tax impact of financial instruments into their investment recommendations.
B21 Launches B21Life, an Interactive Community and Education App for Cryptocurrency Investors
- 7 years 11 months ago
- Wealth Management, Cryptocurrencies
B21, the first personal wealth manager exclusively for crypto assets, announced today the launch of its free, interactive B21Life mobile app for Android and iOS. The first app to go live from B21, B21Life educates newcomers about cryptocurrencies, the technology behind them, and the investment process.
Miles Software Enters Into Strategic Partnership With State Bank of Mauritius Group to Launch MoneyWare Across the Bank and the NBFC
- 8 years 6 days ago
- Asset Management, Custody, Wealth Management
Miles Software, the Global Fintech giant in the Wealth, Asset, Portfolio management and Custody business, today announced the strategic partnership with SBM Bank (Mauritius) Ltd (SBM) and SBM (NBFC) Holdings Ltd to launch their flagship technology platform, MoneyWare, across the bank and the NBFC.
Newly Approved Target-Date Retirement Funds to Become Available on Ant Fortune Platform
- 8 years 1 week ago
- Wealth Management
Ant Financial Services Group (“Ant Financial” or “the Company”) today announced that 14 newly approved target-date retirement funds will be made available on the Company’s wealth management platform, Ant Fortune.
Merrill Lynch Wealth Management Selects FactSet as Primary Market Data provider for all Financial Advisors
- 8 years 1 week ago
- Wealth Management
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today announced it has been selected to be the primary market data provider for Merrill Lynch Wealth Management. Starting later this year, FactSet will deploy its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch.
B21 Partners with Flexepin to Allow Crypto Investing with Cash
- 8 years 1 month ago
- Wealth Management, Cryptocurrencies
With Flexepin, B21 users can fund their investing accounts without a bank account or debit card
State Street Verus is Live Now
- 8 years 1 month ago
- Investment Management, Wealth Management, Data
State Street Corporation (NYSE: STT) today announced the launch of State Street VerusSM, a mobile-first application that makes connections between news coverage and investors’ holdings through the application of big data, machine learning, natural language processing and human intelligence. Verus is designed to help investment professionals in the front office gain greater insights, mitigate risk, and generate alpha.
B21 Partners with Salus Alpha to Accelerate Deployment of its Personal Wealth Management Platform
- 8 years 1 month ago
- Wealth Management
B21 will list Salus Alpha’s ‘Smarter than Crypto’ index fund, and introduce new licensed funds to investors
Investment Bank of Greece goes live with RiskAvert by Profile Software
- 8 years 1 month ago
- Risk Management, Wealth Management, Compliance
Profile Software, an international financial solutions provider, announced today the successful implementation of RiskAvert, its advanced regulatory capital calculation, liquidity risk and XBRL validation and reporting platform, at IBG (Investment Bank of Greece) and the successful completion of the recent XBRL submission exercise to the Bank of Greece (EBA Reporting framework 2.7.0.1).
Julius Baer selects WealthSuite in Asia
- 8 years 2 months ago
- Wealth Management
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
