SEI Enhances Technology for Improved Wealth Management Decision-Making
- 6 years 8 months ago
- Investment Management, Wealth Management
As ultra-high-net-worth individuals accumulate more assets and wealth, financial confusion and disorganization can grow. SEI (NASDAQ:SEIC) Private Wealth Management today announced expanded technological features to its client dashboard, organizing clients’ personal financial information and helping them make better wealth management decisions.
New version of Linedata Capitalstream enhances the user interface and expands functionalities
- 6 years 8 months ago
- Fund Management, Wealth Management
Linedata (Euronext Paris: LIN) is pleased to announce the latest release of Linedata Capitalstream, an award winning and best-in-class lending & leasing solution. This version, available now, marks a turning point in the story of Linedata Capitalstream: it is new in its design and user benefits, and brings deeper technology changes.
MCI and Objectway Announce Exclusive Collaboration
- 6 years 8 months ago
- Investment Management, Wealth Management
Objectway and MCI Consultants (Pty) Ltd. (“MCI”) are pleased to announce an exclusive collaboration to offer attractive, globally recognised and best-of-breed software solutions for the Wealth, Investment and Asset Management Market in South Africa. Objectway is a TOP-100 global FinTech provider and a leader in the wealth and investment management software industry in Europe.
Intelligent Environments upgrades Interact Collect
- 6 years 8 months ago
- Wealth Management, Private Banking
Intelligent Environments, the software development company that provides financial services organisations with the ability to transform their digital customer experiences, todaylaunched the latest iteration of Interact® Collect – a solution that finally rewires the debt recovery and reconciliation process for the digital world. Interact Collect is a digital-first approach to consumer debt collection.
Appway Announces Regulatory Reviews for Wealth Solution
- 6 years 9 months ago
- Wealth Management
Now available worldwide, Appway designed its newest solution, Regulatory Reviews for Wealth, to comply with evolving regulations while embracing innovation. Wealth managers can use this technology to orchestrate client reviews and obtain a comprehensive overview that supports compliance expertise.
Ortec Finance joins Avaloq’s Software Exchange platform
- 6 years 9 months ago
- Wealth Management
Established in 1981, Ortec Finance has become a specialist in goal-based wealth planning and financial planning solutions that can be tailored for individual markets. The firm’s OPAL product is a global market leader in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By using OPAL, customers benefit from sophisticated, fully integrated economic... more
Twenty First Capital goes live with Axia
- 6 years 10 months ago
- Management, Asset Management, Wealth Management
Profile Software, an international financial solutions provider, announced today the selection of its Axia system by Twenty First Capital, an independent asset management company with operations in France, United Kingdom and Luxembourg, to automate their fund management and private portfolio management processes using a single platform.
CreditEase Founder & CEO Ning Tang Spoke about FinTech at the World Economic Forum Annual Meeting 2018
- 6 years 10 months ago
- Wealth Management
CreditEase, a Beijing-based leading financial technology conglomerate specializing in inclusive finance and wealth management, announced that its Founder and CEO, Mr Ning Tang, participated and spoke at the World Economic Forum Annual Meeting 2018 in Davos-Klosters, Switzerland. Founded in 1971 by Professor Klaus Schwab, the World Economic Forum is a premier global platform for public-private cooperation and committed to improving the state... more
JHC hires ex-Dion head to bolster development delivery
- 6 years 10 months ago
- Wealth Management
Wealth management fintech firm JHC Systems (JHC), has hired Ron Tomlinson as Head of Solutions Development. Formerly Global Head of Development of Wealth and Post Trade at Dion, Ron brings unrivalled experience heading up wealth management product development teams. He will report to Chief Financial Officer, Gareth Anderson.
Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent
- 6 years 11 months ago
- Wealth Management
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., supporting independent advisor teams nationwide, today announced the addition of Modernize Wealth to its advisory platform. Based in Chandler, Ariz., the professionals at Modernize have been providing wealth management and retirement planning services for over 25 years. The advisory team at Modernize consists of John Hebert,... more
UBS and EPAM Win Best Use of IT Private Banking/Wealth Management for SmartWealth App at Banking Technology Awards
- 6 years 11 months ago
- Wealth Management
EPAM Systems, a leading global provider of digital platform engineering and software development services, and UBS AG, the world's largest wealth manager, have been awarded for Best Use of IT Private Banking/Wealth Management at the Banking Technology Awards held on December 13, 2017 in London. Now in its 18th year, the Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide, and the people... more
Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology – Excelian, Luxoft Financial Services says
- 6 years 11 months ago
- Wealth Management
Wealth & Asset Managers in Europe are closer to embracing new technologies than their sell-side counterparts because CEOs in the industry understand the importance of technology within the business, according to over 200 Information Technology (IT) executives working in the financial services sector.
marcus evans to Host the Digital Transformation in Wealth Management Conference on February 7-9, 2018 in New York, NY
- 6 years 11 months ago
- Wealth Management
This GFMI conference will assess best practices for creating and integration robo-advisors. Learn the practical uses of artificial intelligence and machine learning in wealth management from investment strategies to data analytics and asset allocation. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.... more
ABN Amro Reveals Digital Wealth Management Unit Prospery in Germany
- 6 years 11 months ago
- Wealth Management
As of today, retail clients in Germany can use Prospery, a new digital platform that provides a comprehensive view of their current and potential assets, actively manages their investments and offers remote personal coaching at a fixed fee.
