04/25/2023
Morningstar U.S. Wealth Platform Adds BlackRock, Clark Capital, Fidelity, T. Rowe Price Portfolios to Offer Greater Advisor Flexibility and Choice
Morningstar-curated models now available via unified managed accounts
Wealth & Asset Management
04/24/2023
Zurich digital wealth manager obtains Finma licence
Everon now plans to expand its services for wealth managers, financial planners and other partners.
04/24/2023
Digital Wealth Management Firm for HNWIs, Farther, Reports Steady AuM Growth
Accompanying Farther’s continued growth in clientele, the firm is “expanding its services and investment opportunities.”
04/21/2023
SEI Reports First-Quarter 2023 Financial Results
First-quarter 2022 results included a one-time positive $88.0 million revenue event resulting in $0.47 diluted earnings per share net of associated costs.
04/19/2023
Ecospend Joins PIMFA Wealthtech as Innovation Partner
The ‘Pay by Bank’ method also bypasses card networks and interchange fees bringing cost savings, as well as efficiencies – the automated user experience removes the risk of human error and saves the time taken to reconcile manual bank tr
04/18/2023
Objectway in the Wealthtech 1000 for the Fifth Consecutive Year
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.
04/18/2023
OWIN 2023: the future of wealth management between growth and sustainability
Customer needs and market trends evolve continuously: innovation is the driving force of adaptation to change and a key ingredient for long-term sustainability and growth”.
04/14/2023
Top US-Based Bank Selects Temenos for Core Banking Modernization in the Cloud
Regions Bank adopting the Temenos Banking Cloud to modernize deposit system and elevate the customer experience
04/14/2023
Northern Trust Adds Mobile Access to Front Office Solutions Platform
The new mobile application provides a user-friendly interface, intuitive navigation, and robust filtering options to help clients stay organized and informed while on the go.
04/14/2023
Ecospend Joins Pimfa WealthTech programme
The payment is authorised via the client’s chosen online or mobile banking service, which typically makes use of biometric ID, creating a seamless and secure payment experience that requires no data input.
04/13/2023
FNZ and Virgin Money launch transformative new digital investment platform to inspire new generation of investors
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.
04/13/2023
Virgin Money launches digital wealth platform
The world of investments can be complex and daunting for many people
04/11/2023
Temenos Named a Leader in Everest Group PEAK Matrix® Evaluation for Wealth Management
Temenos positioned the highest for vision and capability with its Temenos Wealth solution
04/10/2023
Milleis Banque Privée completes its transformation with the roll-out of OLYMPIC Banking System
This approach has resulted in a fourfold reduction in the number of applications in use and requiring maintenance.
04/06/2023
Fifth annual WealthTech100 list reveals the tech companies transforming the investment and banking industries
The WealthTech100 list for 2023 highlights the leading solutions helping investment firms, banks and financial advisors in their digital transformation efforts.
04/05/2023
BancaStato and Axion renew agreement for Avaloq Core Platform and unveil innovative digital banking channels
With Avaloq’s SaaS deployment model, BancaStato and Axion can depend on a flexible and secure core banking system that is constantly kept up to date.
04/05/2023
Join the must-attend industry event dedicated to the European financial services sector
OWIN, the iconic Objectway’s Customer Conference is back in person and will be held in the glorious city of Venice, Italy.
04/05/2023
Payments will unlock the next digital wave for wealth managers
The industry is facing the ‘great wealth transfer’ in the coming decades, and the younger generation will expect a seamless digital offering as the norm.
04/04/2023
VP Bank partners with digital assets firm
The tie-up is with Metaco, which has also agreed deals with Citi and a subsidiary of Société Générale.
04/04/2023
Private banking startup Kashet raises £5.4 million
Kashet has already obtained FCA licenses in the UK, including E-Money, AISP, and PISP licenses.