Products & Services

Securities administration and tax reporting specialist consultancy KA Watson Consultancy (KAWC) has launched a new tax reporting and planning solution.

IQ-EQ has launched a new platform designed to help clients monitor environmental, social and governance (ESG) compliance.

The Chartered Institute for Securities & Investment (CISI) will extend its offering of remote exam testing sessions to students sitting its popular level 3 and 4 multiple choice question (MCQ) exams.

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A roundup of the latest wealthtech stories…

Can we expect negative interest rates in the near future? Bank of England policymakers have reported that this is a possibility.

Credit Suisse this week went live with the digital banking offering – CSX and CSX Young – first announced in August as a means of recruiting younger customers.

Schroders Personal Wealth (SPW) has announced the launch of its junior ISA (JISA) – a means of encouraging client conversations around family financial planning.

7IM has purchased a company dedicated to helping private clients “independently” find a wealth management firm.

Aviva Investors has launched an ESG training programme for financial advisers, designed to assist with preparations for the next round of changes to MiFID II.