06/26/2020
Singapore robo adviser to improve wealth platform, eyes foreign expansion
Central Provident Fund members can invest all but S$20,000 (US$14,407) of savings in their ordinary accounts in any investment products under the CPFIS.
Wealth & Asset Management
06/26/2020
Australian Wealth Fintech Eyes Growth
The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.
06/26/2020
Evooq and Indosuez's subsidiary sign partnership
Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’
06/24/2020
Finantix further expands global footprint
New office extends Finantix access to European tech talent and growing ecosystem of fintech start-ups
06/24/2020
Big tech expected to shake up wealth management industry
The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.
06/24/2020
Digital wealth firm receives Hong Kong licence
It will be able to offer services to retail clients in the Special Administrative Region
06/23/2020
Big tech expected to shake up wealth management industry
Technology groups are well positioned to offer bespoke financial products for the affluent, report finds
06/22/2020
Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner
The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.
06/22/2020
Corfinancial: 'Remote Working During Market Turmoil has not Affected our Clients Using Salerio'
Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.
06/22/2020
SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting
SS&C will monitor, submit and correct transactional data on behalf of Mid Atlantic Capital as part of its full-service offering.
06/18/2020
How companies can continue to stay relevant in the WealthTech market
GBST was founded back in 1983, when the financial technology sector was still embryonic
06/18/2020
An aspiring bitcoin bank for the rich scores $5.7 million in seed round
In a sense, the firm's approach takes inspiration from private banks like First Republic Bank, which cater to wealthier folks, according to CEO Alex Leishman.
06/17/2020
Here are the UK’s 6 leading digital wealth managers
These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”
06/16/2020
What To Consider When Evaluating A Technology Vendor
The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.
06/16/2020
Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards
Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.
06/10/2020
ERI Bancaire Teams Up With IBM
The new offering hosted on IBM public cloud will give private banking customers more flexibility
06/10/2020
FIS launches Wealth Management offering
The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.
06/10/2020
Robo-Advisor: Automated Wealth Management Platform M1 Finance Raises $33 Million Series B
Barnes claims they have built the “premier personal finance platform that combines the best of digital investing, borrowing, and banking.”
06/10/2020
Act Analytics and Black Diamond Announce ESG Technology Integration
Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model
06/10/2020
Capita Consulting partners with Finantix
The innovative and award winning Finantix Product Suite is a modular, API-driven suite of products that can be integrated with existing IT systems and deliver maximum flexibility, efficiency and scalability.