Managers of Wealth Fintech

FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies

New solution expands FusionIQ's portfolio of easy-to-implement products, bridging the gap between payments and wealth management.

Incore : With combined strength into the future

The extensive offering is based on the expertise and experience of over 160 employees in the areas of technology and banking.

Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey

The report also underscores the pivotal role of advisors in effectively integrating AI into financial advice

CogniCor expands Wealth Co-Pilot platform

Insight Engine allows users to leverage all of the platform’s data to provide tailored financial solutions on a large scale.

Billions of potential – How banks win the next generation of investors

Financial institutions must move away from standardized products and towards personalized services in order to continuously and proactively support investors in achieving their individual goals.

Broadridge Announces Distribution Insights for Asset Managers on Salesforce AppExchange

Broadridge customers can now benefit from expanded metrics and analytics to increase sales conversion rates and grow revenue

Wealthtime pioneers innovative business transformation through agreement with Wipro and GBST

The deal will see the Wealthtime and Wealthtime Classic platforms brought together under one brand on a significantly enhanced platform, powered by GBST technology.

Sygnum Establishes Lugano Office and Launches Bitcoin Initiative to Advance Regulated Bitcoin Products and Research

Sygnum’s new Lugano office will serve as a convenient local access point for Sygnum’s expanding roster of Ticino based clients, prospects and partners.

Where can wealth managers find opportunity when assets are in flux?

Firms will come under increasing pressure to deliver best-in-class client experiences

Crypto Investment Among Asian Private Wealth Managers Rises To 76%

A staggering 94% of FOs and HNIs are either currently investing or plan to invest in digital assets.

DBS rolls out blockchain-based banking for institutions

DBS Bank has launched its “DBS Token Services” for real-time blockchain payment settlements, using smart contracts for enhanced security and transparency.

InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation

InvestCloud’s fully integrated platform set to significantly boost advisor efficiency, enable growth and scale for New Zealand’s premier advisory and asset management firm, enhancing client engagement at every stage of the investment lifecycle

Danske Bank Implements Broadridge’s Global Proxy Voting Solution to Enhance Investor Services

The implementation extends the trusted strategic relationship between Danske Bank and Broadridge.

Apex Fintech Solutions Announces Acquisition of FinTron, Enhancing Digital Wealth Management Services

This alliance allows Apex’s clients to deliver custom-designed user interfaces and experiences for brokerage platforms, pre-integrated into the Apex platform.

Wealth Managers Call on Asset Managers to Bolster Product Specialist Talent, New MMI-Broadridge Survey Reveals

74% of wealth managers urge an increase in product specialists from asset managers

Wealth management firm Farther quadruples valuation with $72m Series C

CEO and co-founder Taylor Matthews says the firm’s latest raise will be used to “continue enhancing Farther’s technology”.

The digital revolution in wealth management: Transforming client service and operations

These innovative solutions are reshaping how to engage with clients, streamline operations, and refine investment strategies.

Citi and Mastercard Join Forces to Transform Global Cross-Border Payments

Citi is the first global bank to enable cross-border payments to Mastercard debit cards

BlackRock and J.P. Morgan Back Wealth Management Solutions Provider Dynasty

The company’s offerings include integrated technology, services, turnkey asset management program, digital lead generation services, capital solutions and investment bank

BlackRock launches eFront Provider

eFront Provider complements BlackRock’s widely used fund administration, investor servicing and data management capabilities for private markets asset servicers.

Wealth & Asset Management