WealthArc, a Swiss provider of an all-in-one automated Portfolio Management System for wealth managers, has been selected to provide its digital services to Eleutheria Wealth, a provider of asset management and Family Office services operating in Lugano and Chiasso.
Financial advice firms have made significant strides in improving their use of technology over the last year leading to increased revenue and more clients, according to Intelliflo’s eAdviser Index 2020.
Profile Software, a financial software solutions provider, has released a new version of Axia Suite that incorporates advanced onboarding functionality and a digital client portal to accommodate the increasing market needs in wealth, asset and fund management.
Skyhook Capital Pte Ltd (Skyhook), the Singapore headquartered fintech company focusing on the distribution of investment-grade digital assets to institutional and retail investors, has entered into a strategic partnership with Digital Asset Shared Ledger (DASL), a global digital asset liquidity network for financial institutions built on Corda.
BondWave, an affiliate of First Trust Portfolios and a leading financial technology firm focused on fixed income solutions, has launched Effi for RIAs.
Tickeron, an artificial and human intelligence platform delivering trading insights and analysis, has released several new swing trading robots as part of its AI Robots feature. The technology uses artificial intelligence to simplify trading stocks, cryptocurrencies and Forex pairs.
SEI has announced enhancements to its Archway Platform to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on data management for alternative investors and capital allocators.
Wealth manager Brooks Macdonald has partnered with SS&C to enhance its intermediary-focused business in the UK and the Channel Islands.
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics.
Behavioural finance experts Oxford Risk says many of the investment decisions retail investors make are for emotional comfort, and it estimates that on an average year this typically costs them 3 per cent in returns. However, given the increased level of market volatility during the pandemic, and that the level of emotional decisions made by investors in terms of managing their portfolios has increased dramatically, the cost of this will be more – in some cases it will be much higher.