News, Comment & Analysis results for Technology

Technology
8 April 2022

Accounting, Investment Analysis For Family Offices: Fixing the Disconnect

Investment analysis and accounting is always going to be more of a challenge for family offices due...

Technology
7 April 2022

The Quest For Scale: Ensuring New Wealthtech Delivers Enhanced Productivity

The wealth management sector has embraced outsourcing as a strategic option, but this is a journey...

Technology
6 April 2022

Why Cloud-Based Data Management Is The Front-Office Differentiator

Data is a front-office and client experience issue, as well as a back-office concern, and...

Technology
5 April 2022

Digital Digest: The Latest Tech News – TrustQuay

The firm said the platform sharply reduces the total cost of ownership compared with on-premise or...

Technology
5 April 2022

The Black Hole Of Green Finance

Technology purporting to solve ESG complexity is proliferating, but care needs to be taken that...

Technology
1 April 2022

Technology Innovation Is In-House Affair For Lombard Odier

This news service spoke to the tech and ops chief for the Swiss private banking group to find out...

Technology
1 April 2022

Embedded Compliance: Why Lightweight Approach Won’t Lessen The Load

Wealth managers are increasingly seeking to embed compliance knowledge into their systems, but too...

Technology
31 March 2022

Why “Features First” And “Stand Alone” Is Entirely The Wrong Approach To Improving Your CRM

CRM upgrades are happening at pace across the industry, but wealth managers should be careful not...

Technology
28 March 2022

A Guide To Smart Contracts

The author of this article, coming from Private Trust Partners, examines the terrain of smart...

Technology
28 March 2022

Technology Traps Wealth Managers Must Avoid: New Research

This publication and EY today launch the third edition of our hugely popular annual report,...

Comment & Analysis results for Technology

Technology
27 April 2000

MorganOnline Targets HNWs

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