m2Wealth is continually adding bank and custodian interfaces to the already wide range of data-feeds it now supports out-of-the-box. We have recently been concentrating on expanding the range of USA Bank/Custodian interfaces to support some of our globally focused Wealth Manager Clients. These new m2Data interfaces are for: FidelityJ.P. MorganInteractive BrokersMorgan StanleyUBS USAPershing (BNY Mellon) … More M2 adds 6 more USA bank interfaces
With all the noise being made around the issue of Screen Scraping, Henry Korrt adds to the discussion and provides insight into what Screen Scraping is and the impact it has on the financial services industry.
The broad church of ‘Platforms’ is now heading into an era of significant change and disruption in Australia(and globally) after a period of maturation following the ‘independents’ successful grab of a seat at the table alongside the large Institution-linked Platforms. Two new trends: ‘cost’ and ‘agility’ are differentiators that are now emerging tochallenge the current … More Australian Investment Platforms – Turbulence Ahead
European banks say that privacy of client data, cybersecurity and innovation are at risk should the European Commission bow to the demands of fintech firms and backtrack on plans to ban screen-scraping under the revised Payment Services Directive, PSD2. Read full article at Finextra.
The situation gets tricky, more and more banks stop subsidizing and charge their clients for holding cash on the account. Thresholds get reduced, new client segments such as private clients get confronted with the charge. And reading between the lines, further interest rate steps by SNB can not be excluded anymore. There are solutions to soften … More Zero or Negative interest rate charge – what to do?
M2Wealth AG Announces Change of Address 06/10/2016 Zug – SWITZERLAND – M2Wealth AG, a leading FinTech company specialised in wealth management technology such as data aggregation and portfolio management software, announces today that they have moved their Zurich – SWITZERLAND office to a new location in Zug – SWITZERLAND. The address of the new location is Hinterbergstrasse … More M2Wealth AG Announces Change of Address
This is the post excerpt. … More Are Today’s Wealth Management Tools Able to Cope with Financial Advisors and Investors’ Modern Needs?