Franklin Templeton has partnered with digital record-keeping platform Vestwell to build an advisor managed account solution.
Technology & software solutions
Broadridge Financial Solutions has partnered SLIB, a software vendor focused on electronic voting and security services based in France, to offer a joint, cross-border proxy voting solution for Shareholder Rights Directive II (SRD II) compliance, covering European shareholder meetings.
KBC Securities Services selects OBJECTWAY for smart digital client onboarding for independent wealth managers
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios.
New technologies will significantly enhance front, middle and back office functions but the ‘human touch’ remains key, says new Avaloq report
Digital technologies such as cloud-based operating models, artificial intelligence, data analytics and automation will significantly enhance front, middle and back office processes at banks and wealth managers, resulting in a more personalised, smarter and more efficient client experience.
Wealth technology company Chelmer has launched Myriad, the latest version of its Glue42 Core-based unified adviser desktop wealth management platform.
SEI has unveiled a newly redesigned user interface (UI) for the Archway Platform. The latest version of features marked improvements to its underlying front-end technology, enabling the continued roll-out of large-scale innovations that extend the platform’s existing capabilities and introduce a diverse range of future features and functionality.
Franklin Templeton has launched Tango, a turnkey robo-advisor designed to empower advisers to provide personalised, goals-based wealth management at scale.
Mount Yale Capital Group, through its wholly-owned subsidiary Princeton Fund Advisors has launched AI (Alpha Intelligent) Strategies delivered in SMA and UMA formats.
Ardan International implements Financial Risk Solutions (FRS) tech to grow wealth management business
Ardan International, an Isle of Man-headquartered wealth management provider, has adopted Financial Risk Solutions (FRS) technology for its newly launched tier-one wealth management platform.
AssetMark is to offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients.