The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed
The conclusion was that private banks’ drive to boost recurrent revenues through advisory and discretionary mandates continues to be largely thwarted, due to the continuing preference of Asia’s wealthy clients for more control of their investm
Yap says Chinese investors are happy to invest and receive advice digitally because of the pervasiveness of financial technology, or fintech, in daily life.
Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.
The Singapore firm, a finalist at the FinTech Hive initiative, is a robo-advisory platform-as-a-service provider for financial services provider
The robo-adviser, which operates in Canada, the USA and the UK, now manages more than £2bn globally and has 100,000 clients but has not broken down how much of this comes from the UK.
Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform