The wealth management division of BankPlus is to adopt the Skience platform, allowing BankPlus’ advisers to leverage Skience’s digital client onboarding module, which integrates directly into Salesforce Financial Services Cloud (FSC), the wealth management group’s customer relationship management platform.
Technology & software solutions
Investcorp, a global provider and manager of alternative investment products, has launched Investcorp iPartners, a new FinTech investment platform that enables investors to browse, assess and invest in Investcorp’s private equity, real estate and other alternative investment offerings online.
Envestnet has launched a new version of its Recommendations Engine for enterprise organisations.
Citi has launched a new service for adviser clients that will automate the allocation of cash across a range of funds and manage all aspects of order processing between advisor clients and fund providers.
By Russell Andrews (pictured), Head of Solutions UK, Europe & Asia, Asset Management Distribution at SEI – Companies across the globe, both large and small, regularly go through strategic reviews to re-assess internal and external forces that influence core components of the business. Such components, including value proposition, operating model, market segmentation and revenue models, are reviewed in order to construct a strategy for success. Success could include new market entry, new products or services, M&A activity, rebranding, organic growth or as of late, the greater inclusion of technology in the proposition.
Mauritius based Providence Group selects Financial Risk Solutions tech for expat digital wealth platform
Providence Group has adopted Financial Risk Solutions' (FRS) technology to power its ProviTrade platform and Providence Life Limited life assurance products.
Providence Group selects Financial Risk Solutions technology to power digital wealth platform for expats
Providence Group has adopted Financial Risk Solutions' (FRS) wealth management technology to power its ProviTrade platform and Providence Life Limited life assurance products.
additiv has launched Wealth Solution Builder, a new offering enabling banks and other financial institutions (FIs) to create 'unique functionality and client journeys at unseen speed.'
Defaqto, an independent financial information and technology business, has launched its new Income Drawdown workflow within its financial planning software, Defaqto Engage.
Multrees Investor Services has been selected by Wills & Trusts Wealth Management Group in a new strategic partnership providing a fully white labelled bespoke custody and platform solution for clients and advisers.