News results for Technology

Technology
25 July 2022

Rabobank Chooses InvestCloud's Digital Financial Planning

As digitalisation of financial services proceeds apace, this deal is yet another example of how the...

Technology
20 July 2022

Schroders Makes Big Digital Assets Play

Digital assets continue to attract wealth management attention and from large organisations,...

Technology
14 July 2022

European WealthTech Inks Belgian Deal With Major Lender

The organisation has recently been through a rebranding exercise and its efforts won it a European...

Technology
13 July 2022

Digital Digest: The Latest Tech News – Wealth Dynamix, Banco Sabadell

The latest technology news in the wealth management sector from around the world. ...

Technology
13 July 2022

Family Offices Tech House Raises New Funding, Targets Singapore Market

In February this year, Eton Solutions launched AtlasFive 2.0. The new solution, its creators say,...

Technology
29 June 2022

Digital Digest: The Latest Tech News – Wealth Dynamix

The firm said the platform sharply reduces the total cost of ownership compared with on-premise or...

Technology
24 June 2022

Digital Digest: The Latest Tech News – Citigroup

The latest digital and technology innovations, product and service developments in the world's...

Technology
15 June 2022

Understand Key Technology And Operations Trends, Fast

This publication's tenth Technology & Operations Trends in Wealth Management report is now underway...

Technology
31 May 2022

Digital Digest: The Latest Tech News – Wealth Dynamix, Unblu

The latest technology news in the wealth management sector from around the world. ...

Technology
30 May 2022

Swiss Digital Bank Partners With Fideuram – ISPB

The Swiss digital private bank – launched less than two years ago – is working to boost the...

Comment & Analysis results for Technology

Technology
20 December 2017

Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across The Client Life Cycle

The publisher of this news service, alongside EY and Finantix, is producing a major report on what...

Technology
14 December 2017

The real role of AI and why wealth managers have less to fear than they might think

Wendy Spires, Head of Research at ClearView Financial Media, looks beyond the headlines to explore...

Technology
8 December 2017

Research – “Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across the Client Life Cycle”

Our new report, produced in partnership with Finantix and EY, cuts through all the hype about...

Technology
26 September 2017

Cyber-Crime: The Ever-Evolving Threat That Wealth Managers Must Care About

Your correspondent recently attended a conference hosted by industry group PIMFA, which hosted...

Technology
19 May 2017

GUEST ARTICLE: The Cyber Menace And How Wealth Managers Should Face It

Multrees Investor Services, a firm working with wealth managers and other financial groups, has...

Technology
24 October 2016

Digitalising The Everyday: Incorporating Data Management Into Client Lifecycles - White Paper

WealthBriefing is pleased to share with you our latest white paper, centred on how optimal use of...

Technology
18 October 2016

GUEST ARTICLE: Robos Aren't Necessarily Going To Take Private Bankers' Jobs

While some may view "robo-advisors" as a cost-saving business model and fear the traditional...

Technology
31 May 2016

Breakfast Briefing Report: Efficiency Gains From Fintech Are Real, But Be Patient

Figures from the private banking, consultancy and technology worlds recently debated where the...

Technology
23 March 2016

EXCLUSIVE: Digital Is Crucial For UHNWIs Too - Report Lists Ingredients For A Winning Strategy

New research suggests that digital wealth management for ultra high net worth investors is crucial...

Technology
16 February 2016

GUEST ARTICLE: Making Money From The High Frontier - Investment And Space

Space flight and development is becoming an increasingly important investment field. This article,...