Managers of Wealth Fintech

Finantix CIO Cockpit digitises and accelerates key Investment Office processes

CIO Cockpit caters for three key Investment Office functions - House View driven asset allocation, criteria-based instrument selection, and content authoring.

Itaú Private Bank International Selects Temenos SaaS

Temenos’ superior technology brings the benefits of SaaS

Cognizant determined to emerge stronger from Covid crisis

Thanks to a strong balance sheet, close partnerships with associates/clients, and digital imperatives, says Brian Humphries

UBS to Start Venture Capital Fund in Effort to Digitize Bank

The new fund will look at three broad categories to invest in: client engagement, investing and financing platforms, and improving underlying operations of the bank.

JPMorgan Asset Management signs with Calastone

Calastone’s solution provides a fully digitalised market ecosystem offering firms greater immediacy, accuracy and certainty of execution through automated workflows.

New Digital Bank for a Wealthy Swiss Clientele

The company has already sought a banking license in London and aims to get a Swiss fintech license in the not too distant future.

Infosys and Avaloq Partner to Strengthen Wealth Management Capabilities through Digital Platforms

As part of the announcement, Infosys will be a strategic implementation partner for Avaloq’s wealth management suite of solutions to help clients modernize and transform their legacy systems into cutting-edge digital advisory platforms.

Work reimagined: a two-geared approach to reopening and transforming your business

How companies switch the lights back on in their operations can create a new corporate culture of care and confidence that will have far-reaching effects long after the pandemic has ceased to be an existential threat.

Technologys Key Role As Wealth Industry Looks Beyond Covid-19

COVID-19 has accelerated “customer-first” trends already under way which experts agree is what is needed to shepherd nervous investors and fund members through to the other side of the pandemic.

CI Financial buys remaining stake in WealthBar

The 25% minority stake purchased by CI had been held by WealthBar executives.

The Data on Data by MAN Institute

In today’s day and age, data is often referred to as the oil that fuels the investment machine.

SS&C GlobeOp Forward Redemption Indicator: May notifications 4.00%

Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.

CaixaBank broadens discretionary management offering with Smart Allocation Portfolios

On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Celent also ranked Wealth Dynamix as the second strongest solution in the Advanced Functionality category

Canaccord Genuity Wealth Management Selected as Platform Provider for Morgan Stanley's Wealth Management Entry Into Canada

Canaccord Genuity will deliver a suite of wealth management solutions and technology, as well as custody and clearing services to Morgan Stanley Wealth Management Canada.

Wealth & Asset Management