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.
A major new report from NextWealth into white label platforms reveals that almost half of adviser firms with GBP250 million AUM plan to launch their own white-label platform in the next three years, while 8 per cent are already underway.
TrueLayer, Europe’s leading open banking platform, and digital investment platform HeyTrade have teamed up to deliver a new investment experience to the Spanish investors using open banking payments.