News, Comment & Analysis results for Technology
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...
A Guide To Smart Contracts
The author of this article, coming from Private Trust Partners, examines the terrain of smart...
Technology Traps Wealth Managers Must Avoid: New Research
This publication and EY today launch the third edition of our hugely popular annual report,...
Asset Managers Get Aboard Tokenization Train – Study
The survey gives a sense of how asset managers in a number of countries now regard these digital...
Biden Pushes For Cryptocurrency Framework
The US president wants federal agencies to work together to create a policy framework for cryptos...
Building Trust In Crypto Assets Crucial To Growth – EY
As we continue to explore how digital assets such as bitcoin and blockchain will affect and shape...
Kingswood Partners With Moneyinfo Over Client App
The new technology, which highlights the firm’s tech roadmap redesign, was developed following...
Digital Digest: The Latest Tech News – Rathbones, Objectway
The latest digital and technology innovations, product and service developments in the world's...
Rathbone Brothers Choose InvestCloud Platform
The UK-listed discretionary wealth manager is developing a blended digital and human service model,...
iCapital Enters Distributed Ledger Tech Game
Distributed ledger technology – most commonly associated with the peer-to-peer system...
Comment & Analysis results for Technology
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