Managers of Wealth Fintech

SS&C Increases Offer on Acquisition of Mainstream Group

In the absence of a superior proposal, and subject to the independent expert concluding that the revised scheme is in the best interests of Mainstream shareholders

Guernsey Private Investment Fund attracting tech sector

Reference Fund is a fund of funds structured as a Guernsey limited partnership, which targets investments with a global coverage (China, Israel, Europe and USA) in Seed stage technology focused funds.

Data analysis: The competitive advantage in wealth management

Pure robo-advisory models with fully automated digital advice usually address entirely new client segments – especially the mass market.

Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

SS&C's comprehensive offering vastly improves fund accounting and reporting exceeding our clients' information and communications requirements on a single easy-to-use platform, so we can focus on helping our clients make decisions.

Embracing eDiscovery Technology in Competition / Anti-Trust Cases

The benefits of eDiscovery technology are clear to see in the litigation arena and the technology is now widely accepted and even encouraged by U.K. courts through the Disclosure Pilot Scheme.

Raymond James Launches New Proposal Tool Within Its Robust Wealth Management Technology Suite

New technology tool streamlines the process of packaging and presenting high-quality proposals, helping advisors share customized recommendations with clients

AI won't replace investment managers, but it could improve returns

Traditional market capitalization-weighted indices – like mutual funds or exchange-traded funds – have also grown over the last five years.

The postpandemic future of work: Hybrid, remote, and what’s ahead

How will COVID-19’s lasting effects shape what’s ahead?

Australian advice technology provider enters UK market

The Ignition engine is a white-label, multi-currency, bank grade digital financial advice platform that is compatible with the current legacy and migrating technology environments of large financial institutions.

Santander Bank Polska introduces new e-banking platform for large companies and corporations

The new iBiznes24 changes the way companies interact with the bank and introduces innovative features that will significantly improve remote banking for large companies and corporations.

Fintech may breed Philippines' next unicorn

In the Philippines, some fintech firms may be poised to achieve unicorn status, according to an analyst in Singapore.

Fintech to be Discussed Today in the UK’s House of Lords

Today in the House of Lords, Lord Holmes will ask an oral question about digital identity. Chris Holmes has been a member of the House of Lords since 2013 and was once described as Britain’s most successful Paralympic swimmer.

US SME’s To Be Offered High Value, Modern Financial Benefits Through Xiggit

Approximately 30 million SMEs employ 50% of workers in the US, yet SMEs can’t compete with big company perks as their limited budgets narrow the benefits options they can offer.

Wealth Management M&A Frenzy Continues: What are the Technology Implications?

Agreement on operational platforms should be established as early as possible, not least because those choices directly determine synergies and integration costs and influence ultimate deal value.

12 African fintech startups selected for CATAPULT: Inclusion Africa 2021

It will provide a tailor-made program with intensive mentoring, coaching, peer to peer learning and dedicated workshops for the selected startups.

Revisit risks when restarting digital finance transformations

While the pandemic saw some tactical elements within the finance team accelerated, overall digital transformation projects were halted as more pressing issues came to light.

Digital-First Heralds Start of Nonstop Transformation

The uniqueness of each bank means there’s no universal blueprint for bringing about a successful digital transformation.

CaixaBank taps into European Innovation Council network of startups

Italian startup You are my guide is using AI to help companies improve their marketing return on investment by better understanding their customer.

China, the innovation hub of the 21st century

The country has great ambitions, ambitions that are enshrined in government policy and which could shift the locus of innovation towards the East.

What Have Singapore’s Digital Banks Been up To?

While the digital banks are only expected to turn operational in 2022, there have been notable developments since the licensing announcement in December last year.

Innovation & Startups