04/25/2017

Rise of the robot fund manager

The app will be launched in Thailand once the company wins permission from the Securities and Exchange Commission.

04/20/2017

DontMissTheBoat

11 reasons stopping Wealth Managers from going digital …

04/19/2017

Third Financial launch ‘TERCERO POD’

The Pod has been equipped with these new features already, and will be open for clients to try in order to provide feedback before it is implemented on site.

04/19/2017

SEI Reports First-Quarter 2017 Financial Results

Our advanced solutions are at the center of what will help our clients sustain their success, while helping us achieve sustainable growth and provide increased shareholder value.

04/11/2017

Jack Ma Goes After Robo advisors In China

Clients then track the performance of what was recommended to them and can compare their decision to other options made available at the time of the investment.

04/07/2017

StatPro to acquire UBS Delta

The acquisition is phased over three to five years as StatPro incorporates UBS Delta’s functionality into its flagship product, StatPro Revolution.