The New (Augmented) Reality for Financial Services

By Elliot Burr on October 24, 2017

‘In the past, before phones and the internet, all communication was face-to-face. Now most of it is digital, via emails and messaging services […] If people were to start using virtual reality it would almost come…

Could ‘Gamification’ Make Millennials Care About Pensions?

By Hannah Smith on July 18, 2016
Pension gamifcation ft image

With Britain’s exit from the EU being largely decided by ‘the grey vote’, things look worse than ever for downtrodden Millennials. Financial commentators are warning that Brexit means we will all be drawing our pensions later,…

Snapchat: The Millennial Friendly Robo-Advisor?

By Katie Smart on July 5, 2016
Snapchat ft-image

There are a few rumours buzzing around that Snapchat (a social media app specifically for smartphones) could be offering the next robo-advisor service for your smartphone. Speculations on how a snapchat robo-advisor would work have been circling…

11 Wealth Management Apps for Android

By Katie Smart on June 13, 2016
Wealth Management App Monatage

Countless companies have websites and tools for digital wealth management. Many offer appealing features such as real time financial news updates, stock tracking tools and interactive user-friendly graphs. Growing digitalisation and interactions with millennials within the finance sector demands…

The Mobile Experience: What Asset Managers Can Learn from Retailers

By Hannah Smith on January 12, 2016

Major global retailers allocate significant time and money to persuade you to spend yours, and increasingly they are focused on how to get you to do this via your smartphone. The industry jargon for this is…

Developers Push the Envelope with New Financial App Launches

By Hannah Smith on November 5, 2015

It’s been an exciting time for app developers lately, with two interesting new financial apps coming to the market and setting the bar high for future launches. In October, wealth manager and stockbroker Charles Stanley unveiled…

5 Common SEO Mistakes On Investment Management Websites

By Courtney McQuade on October 27, 2015

When it comes to SEO, many think that as long as their home page shows when people Google their company name, they’ve sufficiently optimized their page for search engines. Think again. The asset management industry is…

3 SlideShares that Ensure the Digital Future of Client Servicing

By Taranita Costales on September 29, 2015
digital future of client servicing

Digital technologies have changed client servicing forever. In an earlier article on our blog about the rise of Britain’s new millionaires, it’s mentioned that one of the ways wealth managers can win over the mass affluent…

19 Great Examples of Mobile-Friendly Asset Management Websites

By Luke Hinchliffe on April 19, 2015

On April 21st of this year, Google will roll out changes to their search algorithm which will mean mobile-friendliness will become a ranking factor in their search results. Many of you will have already noticed the mobile-friendly…

Why Aren’t Fund Websites Joining the Mobile Revolution?

By Taranita Costales on March 10, 2015

In 2008, Internet analyst Mary Meeker of Morgan Stanley predicted that mobile Internet usage would exceed desktop Internet usage by 2014. Now, we can say this forecast is our present day reality. Just last year, history…

12 Portfolio Management Apps for Windows Phone

By Paul Fawcett on November 24, 2014
Portfolio Management Apps for Windows Phone

Back in September we put together a concise list of 10 Portfolio Management Apps for iPad, so we thought let’s take a look at the equivalent apps available for Windows Phone. Adoption for this platform has…

10 Portfolio Management Apps for iPad

By Paul Fawcett on September 25, 2014
iPad apps for fund managers

Back at the start of 2013 we compiled a list of 10 Fund Manager apps for iPad, so we thought it was time to look around the app store once again, but this time with a focus on…


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