Managers of Wealth Fintech

Barclays boss turned fintech pioneer hails his ‘Uber moment’

JPMorgan in talks for stake in Antony Jenkins’ 10x fintech business

PROVEN Wealth selcts OLYMPIC Banking System

PWL was impressed by ERI’s experience and qualifications, as evidenced by the diverse operational profile with installations in more than 50 countries.

Northern Trust to Transfer Pioneering Private Equity Blockchain Technology Platform to Broadridge

Broadridge to build out the platform to serve all PE market participants

After Quovo deal, Plaid opens its doors to wealthtech firms

The API connects customer data streams and financial institutions to fintech developers such as Venmo, Acorns, Betterment and Robinhood.

After Quovo deal, Plaid opens its doors to wealthtech firms

“As an API company, it’s rare to have the opportunity to go back and reopen the architecture,” says Lowell Putnam, Quovo’s founder and now head of partnerships at Plaid.

Avaloq CEO: Making Banks and Wealth Managers «Future Ready»

Many banks rely on our technology and services on their wealth journey, and working with them, we see that more and more data is produced every day, while an increasing amount of regulations impacts the preparation time for advice.

Waddell & Reed Expands Its SS&C Relationship

Waddell & Reed outsources transfer agency and compliance services mandate

How Eximus Became 5.8.1: Improve The Product, Listen To The Client, Go Further

The new proposal generation module allows users to have a one-click proposal initiation on existing client portfolios.

Julius Baer Chooses ALPIMA

We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.

How High-Net Worth Individuals And Family Offices Can Block Cyberattacks

The report, by Schillings and Campden Wealth, found that over a third (38%) of participants did not have a cybersecurity plan in place, despite 98% of families citing reputation as important to their family’s success.

Wealth Dynamix enhances WDX1 platform

Wealth Dynamix’s offering now provides an end-to-end Client Lifecycle Management solution to help engage and nurture prospects, onboard new clients and manage/service client relationships.

Wealth Dynamix named winners at the UK Private Banker International Awards

The judges were impressed by the WDX1 Client Lifecycle Management solution and its 3 modules

Alipay's AI wealth tech platform adopted by China's asset managers

As of June 2018, 27 asset management companies had leveraged Caifuhao’s AI capabilities to increase operational efficiency by 70%.

SEI Wealth Platform has launched a Costs and Charges reporting service

The new functionality takes advantage of the Platform’s open architecture to gather multi-sourced data, which is then transferred to FinoComp for disclosure calculation and production.

Wealth Management in Hong Kong: The Digital Outlook

Traditional private bankers are used to the human touch, and some may find it challenging to accept what technology can offer.

Why and How Family Ofces Need to Manage Their Digital Reputation

A family ofce’s reputation and brand awareness could also have an impact on deal negotiations, talent acquisition and long-term performance, according to Ernst & Young’s Family Ofce Guide.

Two fintech firms providing tools for uber wealthy clients

Tech required by UHNW investors is more sophisticated

Dutch banking giant goes live with Temenos’ WealthSuite

The bank recently selected the Temenos Continuous Deployment product to speed up its software delivery and rapidly launch new innovations.

HNWIs want personalised services enhanced by technology, says new report

Both HNWIs and mass-affluent investors want to enhance their relationships with wealth managers through more personalized services

These Asset Managers Are Growing Revenue Faster Than Others

An asset manager’s commitment to technology is highly correlated with revenue growth, a new survey finds.

Wealth & Asset Management