Technology & software solutions

REPORT

Wealth managers need to ‘democratise’ services to thrive in hyper-personalised, digital banking era, says Avaloq

Wealth managers need to ‘democratise’ services to thrive in hyper-personalised, digital banking era, says Avaloq

Wealth managers and private banks need to ‘democratise’ their service and product offerings to a wider audience of affluent clients to compete and grow in the new hyper-digital world. If firms do not democratise their proposition, they risk losing market share and failing to capitalise on the profound, digital-led transformation of the sector. 

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Phoenix American and AIX partner to deliver straight-through processing for alternative investments

Phoenix American and AIX partner to deliver straight-through processing for alternative investments

Phoenix American, a transfer agent and fund administration provider for alternative investments, and Alternative Investment Exchange (AIX), a digital platform built to improve processes for investing in alternatives, have partnered to provide a fully digital purchase process for client funds.