Managers of Wealth Fintech

Private banking: Wealthtech 2.0 – when human meets robot

Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.

Why Establish A Virtual Multifamily Office?

Many rich families instead prefer the alternative of using a multifamily office.

Smith & Williamson adopts Avaloq’s SaaS solution

Through SaaS, we expect to receive high levels of support and availability via a single point of accountability, while always benefitting from the latest software in the market.

Liechtenstein-Based Crypto Fund Manager Receives Backing from Dubai Royal

“Even in our worst month we still made 8 percent profit on our investments,” said Frank Wagner, co-founder of Invao.

United Income releases expanded version of wealth management software

United Income, an independent wealth management software company, has released an expanded version of its wealth management software.

Emirates NBD Private Banking to connect start-ups with investors

First bank-facilitated deals platform of its kind in the region

Robo advisor Personal Capital just raised $50 million as it gears up for an IPO

Personal Capital, a digital wealth management platform that competes with Betterment and Wealthfront, just announced a $50 million fundraising round, led by Canadian financial services firm IGM Financial.

Wealth tech firm opens new office in Massachusetts

Apart from the new office, Spearhead also has a branch in Florida.

Robo-adviser launches junior Isa

The money deposited into a junior Isa, and any earnings made on the investments, will belong to the named child and cannot be accessed by a parent or guardian.

Nedbank Private Wealth App continues to climb its way to the top of global industry rankings

Cutter also attributes the impressive research rankings to Nedbank Private Wealth's commitment to being highly attentive to its clients' needs and preferences, and its proven ability to identify industry and consumer trends and incorporate them

Julius Baer Revamps Tech Arm

The Zurich-based wealth manager has invested more than $1 billion in improving its technology since 2014.

Get smart: the tech powering tomorrow’s investments

It’s making it easier for companies to interact directly with consumers and deliver their service more effectively.

Stop trash-talking robos; they're here to stay

Negative takes on the technology abound, but digital advice could be revolutionary for people long ignored by financial institutions

Raiffeisen deploys Avaloq platform across group in Switzerland

The platform is available to all 11,000 employees at 900 separate Raiffeisen sites throughout Switzerland.

Pershing Increases Investment in the Advisory Experience

When an investor initiates a transaction, the advisor will be able to send a notification to the investor's mobile device to let them know that the request to move money is ready for approval.

Broadridge Expands Asset Management Solutions with Acquisition

PivotData and Sol Hedge’s proprietary data transformation, normalization and load (ETL) processes and in-house compliance experience will provide clients with a reliable, cost-effective and timely regulatory reporting solution.

Islamic banking software a rapidly growing market

It is expected that the market for Islamic banking software will grow further at a high rate beyond 2021

Vertical integration changes to reshape personal wealth

The digital age brought in new non-bank players and partnerships, white labelling and co-creation.

WealthTech firm enters North Asia markets

Thomas will lead WeInvest’s efforts to provide digital wealth solutions to financial institutions across Hong Kong, China, Taiwan, and South Korea.

2019 asset and wealth management predictions by SS&C

As we head into 2019, major broker dealers will continue to scrutinize the products on their platforms.

Wealth & Asset Management