thewealthnet     About Us    |    FAQs    |    Contact Us
 
  Search
 
     
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Fri 27th Feb 2015  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
    
New Technology
 
1   2   3   4   5   6   7   8   Next
Novia platform launches new client portal 06/02/2015
Novia, a wrap platform, has launched “Investor Zone,” a new client portal. It is designed to give investors online access to the details on their portfolio (including trades, up-to-date valuations and withdrawals) as well as any documents relating to their portfolio.

UK execution only stockbroker signs another white labelling deal 05/02/2015
Interactive Investor, an execution-only stockbrokers, has entered into a new white labelling agreement.

Lighthouse signs robo-adviser deal 12/01/2015
Advice provider Lighthouse Group has signed a deal with online financial advice company Money on Toast to provide individual savings account and general investment account planning advice via an online process.

Software firm launches upgraded investment management platform 07/01/2015
Financial solutions provider PROFILE Software has upgraded its wealth and asset management platform, IMSplus2.1, boosting STP (Straight Through Processing) for front to back operations and increasing web and mobile functionality.

Enhanced fund research tool expands financial advisers' client offering 23/12/2014
Online pensions and investment technology company Selectapension has augmented its Fund Research tool to assist financial advisers in serving their existing client base and the growing number of consumers saving for retirement.

Morgan Stanley launches multigenerational e-learning program 15/12/2014
Morgan Stanley Wealth Management has launched an interactive e-learning program designed to help its Financial Advisors better serve clients’ growing multigenerational needs. Known as the Institute of Family Wealth Management (IFWM), the program will provide advisors with the resources required to develop individual relationships into family relationships.

Capita launches tracing and verification service to reunite consumers with unclaimed assets 08/12/2014
Capita Employee Benefits has developed a new service which will help banks, pension trustees, life companies and other organisations redistribute lost assets amongst their owners.

Private banking on the cusp of great change - Crealogix 05/12/2014
Private banking is embarking on a "digital journey" akin to the upheaval in news, books and music publishing over the past 20 years according to ebanking provider Crealogix.

Coutts claims a first with customer video conferencing initiative 01/12/2014
Coutts is to launch a pilot scheme that enables it to video call their adviser through their mobile device, tablet or PC.

High salaries are holding back strategic investment in wealth management - FCA 26/11/2014
Strategic long term investment in private banking technology is being held back by spending on salaries according to FCA’s Rob Taylor.

 
1   2   3   4   5   6   7   8   Next
 
 
    Latest Headlines:    by Topic | All News
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved