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Tag: Wealth management
Docupace partners with WalkMe to improve onboarding efficiency
Docupace, a front and back-office automation solution, has partnered with WalkMe to offer broker-dealers and advisors better tools to implement Docupace services.
Refinitiv to release its KYC services into the wealth management...
Financial market data platform Refinitiv has expanded its financial crime solution tool suite into the wealth management and retail banking space.
Avaloq launches suite of PSD2 tools
Avaloq, a digital banking and wealth management software developer, has launched a suite of dedicated PSD2 solutions to help financial institutions capitalise on open banking.
State Street acquires investment management software builder Charles River
State Street Corporation has acquired investment management software developer Charles River Development for an undisclosed amount.
Through the acquisition, Charles River’s front and middle office...
Hatton buys Quantvex for post-DOL Fiduciary Rule environment
Hatton Consulting has purchased Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry.
