Cloud-Based Wealth Tech

Recent

The future of work according to big tech

Bigger offices, fewer people, more clouds.

Orion and Pershing Deepen Tech Partnership

Orion Advisor Solutions and BNY Mellon’s Pershing want to make it easier for advisors to move seamlessly between their platforms.

Cloud-Based Wealth Tech

Let’s Use Digital Technology to Transform Not Break Branch Banking

Three months into 2021 and we are seeing more bank branch closures on the cards with HSBC unveiling their plan to close branches.

Cloud-Based Wealth Tech

New challenger Ikigai combines digital banking and wealth management

Ikigai thinks there’s room in the crowded challenger market for a new premium offering that combines digital banking with wealth management.

Cloud-Based Wealth Tech

Embrace Technology: Why AI is an opportunity and not a threat in the wealth management space

Asset managers have big data available to use in natural language processing, image recognition, and machine learning to analyse and uncover new investment opportunities.

Cloud-Based Wealth Tech

Are we nearing the end of “gut feel” for investment decisions?

Canny investors and their financial advisors will do the necessary research before committing to an investment decision, but there are times when “gut feel” is the driving force.