Technology

Qtrade Investor integrates Wealthscope’s portfolio analysis Fallback Image Decorative pattern

Industry

Qtrade Investor integrates Wealthscope’s portfolio analysis

Users now have access to Portfolio Score, which provides a holistic assessment of portfolio construction

By Staff |October 30, 2019

1 min read

CI Financial partners with d1g1t Inc CI Financial partners with d1g1t Inc

Industry

CI Financial partners with d1g1t Inc

CI will make an equity investment in d1g1t and use the firm’s enterprise wealth management platform

By Staff |October 30, 2019

1 min read

Targeting disgruntled clients pays off for smaller banks Fallback Image Decorative pattern

Industry

Targeting disgruntled clients pays off for smaller banks

Greenwich reports technology is levelling the playing field between small U.S. banks and large ones

By James Langton |October 29, 2019

1 min read

New tool offers ‘snapshot’ of financial well-being Fallback Image Decorative pattern

Industry

New tool offers ‘snapshot’ of financial well-being

The online platform, launched by IG Wealth Management, gives users a score in less than 15 minutes

By Maddie Johnson |October 29, 2019

1 min read