Capco, a global management and technology consultancy, and Envizage, a London-based analytics software provider, have formed a new partnership that will see the two companies working together to deliver the benefits of Envizage’s simulation-based holistic advice engine for financial services.
Finantix, a global provider of technology to the wealth management, insurance and banking industries, has made two key appointments in Switzerland, further boosting the company’s growth in this key market and across Europe and building on the additions made to the Swiss team during 2020.
CashCalc has released new research highlighting that three-quarters of advisers (75 per cent) and clients (77 per cent) prefer to use digital fact-finds over hard-copy versions, marking a significant shift in how financial advisers collect client information during the financial planning process.
Zabo, a financial data aggregator for connecting cryptocurrency accounts, has unveiled Portfolio, a new product designed for Registered Investment Advisors (RIAs) and Financial Advisors to track and manage their client’s bitcoin and cryptocurrency assets via a completely white-labeled portfolio dashboard.
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.
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.
Providence Group has adopted Financial Risk Solutions' (FRS) technology to power its ProviTrade platform and Providence Life Limited life assurance products.