Managers of Wealth Fintech

CIBC Selects SEI Wealth Platform to Power Growth Strategy

SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals

Latest Research Reports On Family Office Market 2019

It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.

Walker Crips signs new tech deal in search for cost savings

We were looking for a business management system

Adviser tech firm cuts prices

Advicefront has now changed its pricing structure in a bid to attract smaller firms.

"We will continue to innovate to maintain our technological lead" – interview with Alexandre Zeller, Lombard Odier Partner

Working for a firm that is more than 220 years old and whose mission is to accelerate digitalisation is a challenge that attracted me!

Removing the back-office burden for advisers

It can reduce data errors and free up advisers’ time – but only if done properly

The Why and How of Transforming Wealth Management for the Digital Age

To shed more light on his comments, Roy summed up his vision as a clear focus on four standout characteristics - frictionless, ecosystem, deep insights and automation.

Fintech Platform Acquires Securities Firm

The acquisition «enhances the Group’s leading position in the alternative lending market and enables us to immediately ramp up our engagement with sophisticated investors via debt securities fundraising and credit fund management,» Helic

Research: Clients See the Benefits of Digital Technology as Cyber Concerns Persist

The Investor Pulse Poll surveyed approximately 1,100 U.S. households with at least $100,000 in investible assets

Salentica voted “Best Cloud-Based Application Provider”

The award follows closely on the release of Salentica Data Broker, a cloud-based integration platform that connects firms’ portfolio management, custodial and CRM systems in a seamless data loop.

Empowering advisors with integration using Salentica Data Broker

During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.

BBVA partners with SEI for new wealth platform

BBVA struck a deal in June last year to adopt the SEI Wealth Platform and launched it earlier this month

Envestnet inks new strategic alliance

The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.

Fintech firm builds team for international expansion

This will support new initiatives and innovations that the technology can deliver to the UK and internationally.

Singapore-based wealthtech startup Bambu raises USD 10 million in Series B round

The funding round was led by Franklin Templeton who also invested in Bambu’s previous rounds.

Saudi Arabia allows two firms to test robo-advisory services

The both companies will also be permitted to offer automated online discretionary investment management.

SS&C wins three categories in Waters Rankings 2019

These solutions also address the challenges of achieving good data governance, data management and integration for a seamless front-to-back experience.

IRESS as preferred provider for core advisory software

The software is underpinned by powerful data analytics, which will enable JBWere to further strengthen its focus on proactively managing risk and compliance

Dubai Lures Indian Wealth and Fintechs With New MoU

The discussion highlighted commitments to build a specialized business ecosystem and regulatory framework for family offices to operate effectively.

Adapting to a New Era of Disruption in Wealth Management

The need for a value proposition that differentiates on personal connection remains a success factor for tomorrow’s wealth firms.

Wealth & Asset Management