A global survey of retail banking customers from banking software company Temenos finds that banks must remember the human touch as they develop their digital banking services.
Technology & software solutions
Prometeia and Fabrick partner to launch new digital wealth management solution harnessing AI and Open Finance
Italian fintech company, Fabrick, which operates internationally to promote Open Finance, and Prometeia, a consulting, software and research company have announced the launch of Global Investment Portfolio, a digital wealth management solution that harnesses the power of artificial intelligence and open banking.
Ten years on, GBST’s Composer platform will continue to power AJ Bell’s growing business across its advised and direct-to-consumer (D2C) channels following the long-term software contract renewal.
Refinitiv Workspace for Wealth Advisors has been chosen by global financial services group Nomura’s International Wealth Management business.
Ignition, a global provider of advice technology, and Altus Consulting, specialist provider of consultancy services to the financial services sector, have launched a blueprint for improving the use of digital capabilities in the financial advice market.
RIA in a Box LLC, a specialist Software-as-a-Service (SaaS) provider of compliance, cybersecurity, and operational software to the wealth management industry, announced its new Communications Archiving and Review solution.
Financial advisers aged under 45 are driving tech adoption for the profession, according to research by NextWealth for its latest Tech Stack Report update.
Jersey based FinTech business, EWG (previously eWealthGlobal) is launching a new alternative digital banking platform.
FTRC has today launched a dedicated information hub on AdviserSoftware.com providing advisers with a one-stop shop of everything they need to know about the technology available to them to better run their businesses.
Sequoia Financial Group, a registered investment advisor with more than USD7 billion in managed assets, following Sequoia's merger with Wealthstone Advisors, will employ technology from ForwardLane, an award-winning provider of personalized client insights for wealth and asset managers, to deliver more personalised, proactive advice to clients.