News results for Technology

Technology
September 21, 2020

How, Why CRMs Underwhelm (And What To Do About It)

CRMs - customer relationship management systems - are crucial to modern wealth management and drive

Technology
September 16, 2020

Oppenheimer, InvestCloud Ink Strategic Partnership

The alliance is designed, among other moves, to build a digital advisor-client portal for

Technology
September 11, 2020

Five Trends For Planning WealthTech’s Next Five Years

Wealth management firms are already, the authors of this paper argue, planning out their technology

Technology
September 4, 2020

Digital Digest: The Latest Tech News - SS&C, Bardin Hill

The latest developments in technology products and investments in the North American market.

Technology
August 26, 2020

Digital Digest: The Latest Tech News - Pershing, iCapital Network

The latest development adds to a busy few years for the US-based fintech platform, which in some

Technology
August 14, 2020

PGIM Boosts Alternatives Access To Retail Clients

The trillion-dollar asset manager will use iCapital’s platform to open up access to alternatives

Technology
August 14, 2020

Editor's Summer Picks: Why Wealth Managers Can’t Just “Live With” Legacy Any More

As the summer vacation season - in this most extraordinary of years - gets under way and some of

Technology
August 13, 2020

Digital Digest. The Latest Tech News - Holistiplan

The latest developments in technology products and investments in the North American market.

Technology
August 10, 2020

Goldman Sachs Renews Digital Tech Push

The US firm has appointed an experienced figure to renew the drive towards digital technologies

Technology
August 7, 2020

Digital Digest: The Latest Tech News - Envestnet | Yodlee

The latest technology news in the wealth management sector from around the world.

Comment & Analysis results for Technology

Technology
September 2, 2009

Managing Wealth Means Managing Risk

Technology
April 27, 2000

MorganOnline Targets HNWs

JP Morgan last month rolled out MorganOnline, its new online private banking offering. Although the