Managers of Wealth Fintech

Adox Research awards SS&C Singularity highest status in five portfolio management & accounting solution categories

Adox Research 8x8 surveys assess a specific fintech domain comparing up to eight vendor solutions across eight metrics.

Geneva-based bank selects Avaloq

Over the prior eight years, Avaloq has helped Banque Cramer to simplify and upgrade its IT systems, allowing the bank to focus on customer service and growing the business both organically and through acquisitions.

Transact adds new platform features as prices cut

Transact has also released ‘Investment Search’, a tool which allows users to search the wide range of over 13,000 assets available on the platform.

Robo-adviser has £900 turnover in final year

This led to a loss for the year of £1.3m.

Fintech: Banks, Beware! Why Banks Have a Difficult Time Innovating

In the following, we portray some innovator’s dilemmas and problems, but also show that small and medium-sized banks that are at a disadvantage at first sight do not need to fall behind.

Regional banks strike deal to share banking platform

Among the banks that are already using the platform are: Seba Bank and Scobag Privatbank.

Davos 2020: delegates at World Economic Forum urged to commit to fintech

Mr Green goes on to add: “The momentum and energy of this evolution now needs to be harnessed by delegates in Davos.

BCG installs 'digital human' to advise its consultants

The Access Group revealed that millions of jobs could be impacted by technology, with some of their duties and tasks being automated in the future.

How Canadian wealth firms are fending off robo challenge

Even with increased digitization, there are still gaps in advice that need to be filled

OLYMPIC Banking System: successful completion of multi-location deployment at Andbank

The roll-out took place in two stages, initially for the Monaco entity and then subsequently for the Andorra, Luxembourg, Spain, Panamá and Insurance units, using a “Big Bang” approach.

Julius Baer launches inaugural Global Wealth and Lifestyle Report 2020

The inaugural edition of Julius Baer’s Global Wealth and Lifestyle Report showcases the trends in high-end consumption around the world, which are of relevance to our clients.

Edgelab becomes first whitelabel partner for new Avaloq Wealth Platform

Edgelab empowers private banks to achieve long-term success by providing them technology solutions

Latest robo-adviser to shut its doors

Ms Mackay said the challenge faced by many robo-advice firms was the heavy cost of advertising and marketing to acquire new customers.

Brinker Capital Is Up for Sale

Brinker launched a series of multi-manager mutual funds in 2017

Hedge fund puts $550m into technology stock option financing

Investment in SecFi comes as start-up employees look for ways to unlock wealth before IPO

“CEORater” honors SS&C’s Bill Stone as Technology CEO of the Year

Bill Stone founded SS&C Technologies, Inc. in 1986.

TigerWit Receives Hong Kong Securities and Futures Commission Licence

TigerWit plans to add even more solutions to its product offering in 2020

2020 predictions for asset management

Models will continue to gain ground.

Thailand’s Finnomena bags $10m in round led by Gobi, Openspace

Previously, Finnomena secured US$3.2 million in a series A funding round from Krungsri Finnovate, Benchachinda, and 500 TukTuks in 2017.

Proven Wealth launches digital IPO tool

Proven desired to provide the investing community, both locally and abroad, with a solution that makes it easier to participate as individuals or institutions.

Wealth & Asset Management