Standard Life has launched a number of new services on its Wrap platform, supporting advisers as well as improving the experience of their clients.
Technology & software solutions
TipRanks has partnered with Markets.com to make quantitative investing available to retail investors.
Increasing digital and social media presence is their third-most-important priority for Asian find managers, according to a survey by Cerulli.
Nucleus is now accepting electronic signatures for new business and client instructions as it looks to support advisers who are embedding remote ways of working.
Schwab launches free digital financial planning for clients seeking to manage their retirement goals
Charles Schwab has launched Schwab Plan, a digital financial planning tool designed to help investors establish and stay on track toward their personalised retirement goals.
The dramatic impact of Covid-19 has forced advisers to re-think how they maintain effective communications with clients, with many turning to screens and digital channels to assure anxious investors about their portfolios and the security of family legacies during these unprecedented times. Lorna Glynn (pictured), Managing Director of Paragon Customer Communications, explores how wealth managers can seamlessly adapt digital adoption strategies to prepare for a ‘new normal’ after the pandemic.
IPBS partners with Liquidus to deliver digital onboarding for private banking and wealth management customers
International Private Banking Systems, a specialist provider of wealth management software for the private banking sector, has partnered with Liquidus, a regtech identity solutions provider to the financial services sector.
Multi-asset investment platform eToro has launched a new cloud computing portfolio to give retail investors access to some of the most exciting tech companies in the world.
Independent financial planning firm, Panoramic Wealth has chosen PortfolioMetrix as its investment management partner.
GBST, a provider of wealth administration software, has updated its Catalyst digital solution following adviser feedback, enhancing online user journeys and providing new real-time interactive statement functionality.