News results for Technology
Building Trust In Crypto Assets Crucial To Growth – EY
As we continue to explore how digital assets such as bitcoin and blockchain will affect and shape...
Kingswood Partners With Moneyinfo Over Client App
The new technology, which highlights the firm’s tech roadmap redesign, was developed following...
Digital Digest: The Latest Tech News – Rathbones, Objectway
The latest digital and technology innovations, product and service developments in the world's...
Rathbone Brothers Choose InvestCloud Platform
The UK-listed discretionary wealth manager is developing a blended digital and human service model,...
iCapital Enters Distributed Ledger Tech Game
Distributed ledger technology – most commonly associated with the peer-to-peer system...
Barclays Warns About Rise In Investment Scams
The pandemic has arguably created an open season for cyber criminals. The bank’s data reveals a...
How Blockchain Will Disrupt, Add Value For Wealth Managers
Blockchain technology will make it possible to have more transparent, verifiable and rapid...
Digital Digest: The Latest Tech News – Topaz Digital
The latest digital and technology innovations, product and service developments in the world's...
What Distributed Ledger Tech Means For Wealth Sector
How will distributed ledger technology such as blockchain affect wealth management? Is it a...
Digital Digest: The Latest Tech News – Refinitiv, Microsoft
The latest developments in technology and digitalization of wealth management. ...
Comment & Analysis results for Technology
Guest Article: How To Handle Client Needs As Their Wealth Changes
To deal with the diverse needs of clients with differing wealth profiles, many money managers use...
Schwab Conference: Acquiring Clients In A Wired World
Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer...
Singaporean Elites Ramp Up Spending On Luxury And Technology
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Exclusive: Mobile Computing Shaking Up Family Office Tech Market
Family offices and technology vendors are scrambling to accommodate the fast-rising popularity of...
Crunch Time At Private Banks As Next Gen Demand “Institutional”-Style Reporting
The tumult in the markets has inevitably refocused the attention of private banks on reporting. But...
Why Ego-Surfing Is Crucial For HNW Individuals' Reputations
In today’s world, it’s all too easy to let yourself be defined by a Google search. While you,...
Diary: Citi Private Bank and the Fancy Mayfair Revamp
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CRMs Move To Tablet Market With iPad Apps
As more financial services companies adopt tablet computers for their mobile workforces, CRM system...
Smartphone Apps Bring Mobility To CRM Systems
As competition increases and wealth managers look for any edge possible, CRM system mobile apps can...
New Generation Of Tech Offers Better Investment Management, Reporting Solutions For FOs
Family offices are among the most difficult financial services organizations within which to manage...
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