Managers of Wealth Fintech

SS&C wins three categories in Waters Rankings 2019

These solutions also address the challenges of achieving good data governance, data management and integration for a seamless front-to-back experience.

IRESS as preferred provider for core advisory software

The software is underpinned by powerful data analytics, which will enable JBWere to further strengthen its focus on proactively managing risk and compliance

Dubai Lures Indian Wealth and Fintechs With New MoU

The discussion highlighted commitments to build a specialized business ecosystem and regulatory framework for family offices to operate effectively.

Adapting to a New Era of Disruption in Wealth Management

The need for a value proposition that differentiates on personal connection remains a success factor for tomorrow’s wealth firms.

Eight Roads Ventures leads $12M round in StashAway

StashAway will use the proceeds from the Series B round for product development and market expansion, among others.

Swiss Government to Study UBS French Client Data Ruling

The ministry will carry out a “detailed analysis once the written grounds are available,” the FDF said in a statement on its website.

Edinburgh fintech beats FTSE as it tops £15bn assets

This marks a year-on-year drop of more than 64 per cent compared with the same period in 2018, when net flows stood at £315m.

ERI wins the Best Banking System category for 2019

Following an online nomination, survey and poll which attracted over 10,000 votes from across the industry, a total of 121 companies were nominated for the 2019 Awards, which are managed by Goodacre UK.

We Make the Best Wealth Management System

This testifies how Objectway WealthTech Suite is increasingly gaining traction in the Wealth and Investment Management industry as the new generation digital platform of choice

Cube Wealth expands into Hong Kong, Switzerland and UK

The company works by allowing the customer access to a SEBI

UBS Financial Adapts to a New Generation with Award-Winning iPad App

The future leaders of Tampa can now balance their to-dos of today

Kickstarting the wealth industry technology revolution

Over the last three years, wealth managers and private banks have become starkly aware of the need to address the impact and use of technology and the way they do business.

FNZ Acquires Wealth Management Software Firm

The significant acquisition consolidates the combined FNZ-JHC group’s position as the most reliable and trusted technology provider to the UK wealth management and broking platform sector

Ping An-Backed Wealth Manager Exits P2P Lending

This includes the reporting of the flow of funds between various parties and accounts, online deposits and having an accounting system with well-defined and standardized fund deposit clearing.

Abu Dhabi regulator sets up framework for robo-advisers

Framework will promote fairness, accountability and transparency in the use of alogorithm-based tools

Swiss Firm Seeks Wealth Disruption

The company doesn't want to be known as a robo adviser: Dufour is a digital wealth manager, the trio insists, whose digital investment capabilities include thorough and personal advice process.

Digital wealth managerlaunches in Singapore with $5.2m in seed funding

The CMS licence is required for companies that wish to conduct regulated activities under the Securities and Futures Act, such as dealing in capital markets products.

The Impact of Technology on the Delivery of Wealth Management in Asia

We see the fundamental driver for technology as expanding customer expectations

The potential of digital assets in wealth management

Digital assets are slowly but surely carving out a place for themselves in the modern portfolio. But just how indispensable are they?

MiFID II support tool for wealth managers unveiled

The portal extracts data from a manager’s system daily and also brings all a client’s financial information together in one place.

Wealth & Asset Management