Managers of Wealth Fintech

Vietnam's VinaCapital buys Singapore robo-advisory platform

Fund to help Smartly crack more Southeast Asian investment markets

2017 to 2019: How 50 Cities Scored on Supporting Women Entrepreneurs Then to Now

Building on annual research since 2010, Dell Technologies ranks cities based on the impact of local policies, programs and characteristics in addition to national laws and customs to help improve support for women entrepreneurs and the overall economy.

Robo-advisor performance: June 2019

Views differ, but private banks, asset managers, regulators and investors are all taking robo-advisors seriously.

Wealth management platform launches new offering

Rosecut’s digital solution offers client access and monitoring anytime, anywhere.

Wealth management fintech firm inks partnership

This partnership builds on previous jointly-engaged initiatives between the two firms across EMEA, most recently in the UAE.

Bank e-FX initiative/Best e-derivatives platform of the year: Citi

Citi voted Bank e-FX initiative and Best e-derivatives platform of the year at the 2019 FX Week e-FX Awards

WealthTech Suite crowned “Best Wealth Management System”

The company has also been confirmed as an accredited system provider with the 2019 GoodAccredited Standard.

Dion Global scooped a hat-trick of accolades at the Systems in the City Awards

This purpose-built solution, another best of breed module from Dion, empowers firms to keep control of their corporate actions data, by automating the resource-intensive and error-prone handling of incoming corporate events and election thus reducing risk

Parexa joins the Avaloq Community as a Special Service Partner

With its recent acquisition of AST, a specialized testing suite, Parexa will ensure that Avaloq client environments are tested in a highly automated and cost-efficient manner.

Kestra Financial Adds Merkel Financial to Platform

At Kestra Financial, we understand the depth of resources required to support and grow a wealth management team of Merkel Financial’s magnitude

42 year-old banker's advice for surviving 3am video calls; Deutsche bankers' expensive habit

Matthew Grounds, regional CEO of UBS in Australia is one of these highly-driven MDs

The truth about technology jobs in banks (and how to find the exciting ones)

UBS did some extra research, which breaks out exactly what banks are up to with their technology spending at an industry level

ERI winner in the Best Wealth Management Platform category for 2019

The Bobsguide awards were granted based on the strength of technical updates and their impact on the client experience

HSBC Private Banking launches AI-powered global client wealth management portal

Finantix worked closely with HSBC Private Banking to provide Finantix Components business logic, insights, user journey standards

Broadridge CEO Tom Gokey gets Google's top cloud executive in his corner as he sets sights on wealth management cloud thunderclapper

He led Oracle's product vision, design, development, operations and go-to-market strategy for its cloud platform, middleware and analytics portfolio, and oversaw a global team of more than 4,500 engineers.

Wealth & Asset Management