Asset manager Aberdeen Standard Investments (ASI) is partnering with HUB24 to equip the investment and superannuation platform with comprehensive digital client engagement tools to deliver improved investment and retirement income solutions for Australians.
Technology & software solutions
AllocateRite's AI-powered autonomous wealth management strategies now available via iOS and Android mobile apps
AllocateRite, a New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, has made ts proprietary portfolio management and asset allocation strategies now available to iOS and Android mobile devices via a mobile app.
Financial Risk Solutions (FRS), a provider of fund administration software to global life assurance and asset management companies, has launched Invest|Tax for fund managers to calculate and report capital gains tax (CGT) on real estate investments for non-UK residents.
Broadridge Financial Solutions is aiming to bring new cloud-based solutions to Broadridge’s clients in the financial services industry.
GAM Investments has signed a new long term licence agreement with investment management solutions provider SimCorp to consolidate its external front and middle office systems on to one platform.
Standard Life has been working with a number of discretionary managers to pioneer a new technology on its Wrap platform. “We are creating a partnership and connectivity between financial advisers and wealth managers, says Jenny Davidson (pictured), head of platform investment proposition, Standard Life.
MacKay Municipal Managers (MacKay), the municipal bond team of MacKay Shields, is to employ Artivest's open-architecture digital platform to bring its alternative solutions to financial advisors and qualified high-net-worth investors.
Temenos, a banking software company, has strengthened its cloud-native, cloud-agnostic Temenos Infinity for Retail Banking offering with the introduction of the Robo-Advisor and Goal-Based Investing apps.
UK wealth manager Connor Broadley is to adopt the SEI Wealth Platform (SWP) employing all components of SEI’s full end-to-end wealth management platform incorporating technology, core processing and operational outsourcing for the front, middle and back office.
Capital Generation Partners has chosen SatuitCRM for the firm’s Client Relationship Management (CRM) platform.