A spokesperson said: 'Whilst there are numerous wealth management firms who offer tailored, face-to-face advice and a handful of good robo-advice providers, there’s very little support in between.
Among the tools Wipro will bring to the table are its AI-based IT wellness platform, intelligent test automation offering, and DevSecOps platform.
The remote proctoring solution seamlessly interfaces with Fi360's existing designation exam, creating an easy, intuitive user experience for each advisor.
Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s online retail broker.
Raisin Spain asked over 600 affluent Spanish consumers (with net monthly income above €2000) about their saving habits and preferences, as well as how they gain knowledge about the market and what information they’re missing.