Managers of Wealth Fintech

Yield App buys wealth management platform Trofi Group

The deal also allows Yield App to include four new structured product strategies into its existing portfolio.

Tax technology and data

The future of tax looks very different to the present. Equip your team with the digital capabilities they’ll need to thrive.

Chancellor Jeremy Hunt wants to turn the UK into “the world’s next Silicon Valley”

He called for Brits to have a more American apporach, saying the attitude to risk in the UK “can still be more cautious compared to our US friends”.

10 ChatGPT3 fintech predictions for 2023… are they any good?

Predictions prosper at the start of a new year but what to make of those cooked up by the AI text generator everyone’s talking about? A little bland, truth be told.

Hawk AI accelerates global expansion with $17m Series B

Hawk AI helps financial institutions fight financial crime.

Broadridge Launches Initiative to Gift Fiduciary Training to Women and People of Color in Financial Professions

Fi360 Accredited Investment Fiduciary® Designation Training to be provided at no cost to 100 financial professionals in underrepresented groups through Envestnet and Choir collaboration

Augmentum invests €3m into German insurtech Baobab

The publicly listed fintech fund invested €3m into Berlin-based cyber insurance platform Baobab in its first venture into the insurtech space.

BMO Wealth Management Selects FactSet as Primary Market Data Provider

FactSet solutions deployed to BMO Wealth Management professionals to drive digital transformation

Indonesian POS platform iSeller raises $12 million Series B

Over the past year, iSeller has rapidly expanded, gaining significant traction in merchant adoption and payment processing.

Lloyds invests £4m in driving payments app Caura

Drivers are sent relevant information and timely reminders to help them stay compliant and keep on top of car insurance, MOT, vehicle tax, tolls and city charges.

XPAY selects Finastra to support expansion of services and rapid growth plans

Finastra’s Fusion Essence, pre-integrated with Salt Edge’s Open Banking Compliance, and financial services ecosystem will enable ongoing innovation

Democratising wealth: A unique business opportunity to impact wealth management today and shape the future

Wealth managers are carrying on ‘business as usual’ in an environment where client demands are fast-changing, leading to massive asset shifts within the market.

SS&C Intralinks’ Forecasts M&A Deal Flow Resilience, Growth in Q1 2023

Predicting market volume movements since 2020 has been a challenge

Worldline launches digital payments suite for Indian SMEs

The new suite will help SMBs to get all their digital payment acceptance requirements covered under one roof.

SEI Reports Fourth-Quarter 2022 Financial Results

Diluted earnings per share were $0.83 in fourth-quarter 2022 compared to $1.03 in fourth-quarter 2021.

Informed.IQ teams with FIS to deliver faster lending validation

Informed’s income validation API performs complex calculations to ensure accuracy, identify omissions, and combat fraud.

J P Jenkins becomes part of CrowdX Group

All share exchange acquisition gives London’s oldest private equity market significant tech boost

State Street Announces Strategic Cloud and Infrastructure Solution Providers in Connection with its Multi-Year Technology Transformation Journey

Selects Amazon Web Services as strategic provider for cloud services and data centers and expands existing strategic relationship with Microsoft for cloud services

Data-driven change management is crucial for successful transformation

New change management study from Capgemini Invent identifies people factors and data maturity as key drivers for success

Twinco raises $12m for next-gen supply chain finance platform

The supply chain fintech is on a mission to reduce the estimated $1.7tn trade finance gap.

Innovation & Startups