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Wealth Technology
 
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Client onboarding software firm opens in Geneva and Hong Kong 20/05/2013
Appway, the client onboarding specialist, is looking to build upon its 2012 growth with two new offices in Hong Kong and Geneva.

New UK research undermines more received wisdoms on the wealth management IT front 16/05/2013
New research from London-based ComPeer confounds a number of received wisdoms about the use of information technology (IT) in the UK private banking and wealth management sector.

Barclays Wealth uses breakthrough voice recognition to confirm client IDs 10/05/2013
Barclays Wealth and Investment Management has adopted voice biometric technology to verify the identity of customers, in what is believed to be the first major banking rollout of advanced voice recognition in the UK.

Wealth managers increase front office outsourcing, says new research 18/04/2013
Wealth management firms are battling recession by outsourcing significant parts of their operations in order to focus only on their core business, according to research organisation Celent.

The best mobile banking apps rated 10/04/2013
DBS Bank of Singapore and Capital One of the US have just been ranked as the top banks for providing quality mobile applications for financial services.

Clariden Leu selects new IT provider 06/03/2013
Advent Software has added UK-based boutique wealth manager Clariden Leu (UK) as a client.

Towry selects new financial planning and CRM software 26/02/2013
Towry has signed a deal with Australian tech firm IRESS to provide financial planning software and a client relationship management (CRM) system.

JM Finn & Co launches portfolio valuation app 20/02/2013
JM Finn & Co has launched an on the move with a web-based portfolio valuation service.

Wealth management software firm launches first mobile app 15/02/2013
Strategic partners HC and Apadmi, have announced the launch of their first client application with platform provider AJ Bell.

AXA Wealth supports Lighthouse investment drive 08/02/2013
AXA Wealth has announced that Lighthouse Financial Advice will use Elevate software as one of the platforms to transact all investment business through.
 
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