08/07/2025
InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows
08/07/2025
The majority investment marks the start of a new phase of growth for Objectway
08/06/2025
The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.
08/06/2025
Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.
08/01/2025
Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers
08/01/2025
CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.
07/31/2025
Two industry powerhouses will work together to advance development and implementation of AI technologies
07/31/2025
The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.
07/30/2025
A key component of Axia’s value proposition is the Digital Investments Hub
07/29/2025
SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.
07/29/2025
Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.
07/29/2025
This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.
07/28/2025
The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.
07/28/2025
The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.
07/28/2025
FNZ is backed by some of the world’s largest institutional shareholders
07/25/2025
Thomson is aiming to adopt a hybrid approach, combining advanced AI and digital banking services with dedicated relationship management.
07/25/2025
In addition to traditional wealth management, the bank’s ARCHIP solutions cater to private clients, external asset managers, family offices, and blockchain/crypto firms.
07/23/2025
This collaboration will launch the Middle East’s first “Family Office as a Service” platform, combining Asas Capital’s regional expertise with Eton’s cutting-edge ERP technology to transform wealth management for ultra-high n
07/22/2025
It is in this context that the comparison with the American SMA model becomes central: a nimble, digital, already operational, and profitable model.
07/22/2025
Under the Pledge 1% movement, Airwallex has committed a portion of its equity, product, profit, and employee time to community initiatives.