Managers of Wealth Fintech

Robo-adviser posts £2.3m loss

The robo-adviser, which operates in Canada, the USA and the UK, now manages more than £2bn globally and has 100,000 clients but has not broken down how much of this comes from the UK.

Pillar After Pillar For A Pan-European Wealth Management - Objectway

The advisor badly needs to request less time to the prospect, and to reduce paperwork.

Black Diamond Integrates With Box

Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform

Innovative digital engagement software launched by Focus Solutions

The software is designed to be much more than just gamified fact-finding; focus:digital brings a client’s financial future to life. The new software excels in four key areas.

Bravura to move operations to new London office

The move to 201 Bishopsgate represents both an exciting next step in Bravura’s global growth and development journey, and our continued desire to attract the very best talent to the business.

Singapore-based digital wealth startup expands to UAE

The spokesman added that wealth penetration within banks in the Middle East has been low for private and retail banking customers.

Wealth Dynamix appoints head of Asia Pacific

To spearhead the growth of the business across the region, Dominic Gamble joins as Head of Asia Pacific and will be based out of the newly opened office in Singapore.

Avaloq named Star Performer

Avaloq increased their use of robotic process automation (RPA) and plans to apply artificial intelligence techniques to maximize automation levels and minimize operational risk.

Billionaire buys a majority stake in TymeBank

Patrice Motsepe buys a majority stake in TymeBank

SS&C Delivers Another Earnings Beat (and Another Huge Acquisition)

From effective expense management to its third big acquisition this year, the financial services software leader is on a roll.

Private Wealth Systems Launches Industry-First Digital Ecosystem for Family Offices

New digital destination created to meet growing demand by ultra-high net worth individuals and family offices for streamlined operational oversight and intelligent control over all aspects of their sophisticated wealth

Pershing Expands Access to Managed Accounts Solution

Managed360 is a wrap program offered through BNY Mellon's Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC.

Coutts launches ‘Coutts Invest Pension’

Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.

Goldman Sachs bought the app Clarity Money. Now it's putting it to work

The change, made possible by the acquisition, lets customers access accounts with much higher interest

Future-proofing via Digital Transformation of the Wealth Management Offering

Tech disruption – coming sooner or later

Envestnet | Tamarac Announces Integration with Wealth Access

Wealth Access provides collaborative financial management tools for advisors serving high net worth clients.

Next Gens to drive Family Office Investments into disruptive technology

In the past, getting access to early rounds of technology stock, which can generate triple digit returns, has been notoriously difficult for private investors.

Crealogix Sells Robo Adviser to Private Bank

The robotic relationship manager also allows the client to get in touch with a human adviser at the bank

Wealthify partners with online money app

Yolt and Wealthify announce in-app integration

IRESS launches new client portal

Financial technology business IRESS today announces the launch of its next-generation client portal with a clear focus on engagement.

Wealth & Asset Management