Managers of Wealth Fintech

Robo-advisor Robowealth Sending Waves of Disruption through Thailand’s Growing Wealth Market

Robowealth on the 7th of July 2017 obtained the relevant SEC LBDU license to operate as a robo-advisor for Thai mutual funds.

Avaloq Posts Record Annual Revenues of CHF 609 Million

Avaloq saw a significant number of successful “go-lives” and new client wins in 2019, with particularly strong growth in the Asia-Pacific wealth management sector.

InvestSuite snaps up €2 million to grow its investment tools for banks and brokers

Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na

Software providers CREALOGIX Switzerland and Fairgate AG join forces to provide comprehensive support to clubs and associations

To extend its reach to clubs and associations, CREALOGIX Switzerland is making its financial module available to Fairgate customers.

IT teams: In the eye of the storm - the importance of remaining calm

When it comes to reassuring clients, we must first be able to demonstrate we are able to work remotely

SS&C Signs More than 100 Growing Funds to Eze Eclipse

Cloud platform adoptions accelerate

SS&C Releases Interactive Dashboard for Employee Benefit Integration Management

SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers

Wealthtech: Wealth Managers Rate their Process of Creating and Sharing Investment Advice as Poor to Average, a Report Reveals

Finantix states that the survey respondents were senior-level executives who are tasked with marketing and business development.

Servicing the new model client by Iress

With the change in demographic has come a change in relationship model.

Tegra118 Wins Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership

The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.

How Fintech is Shaping the Future of Wealth Management

Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.

Avaloq Ventures makes initial investment and partners with Assetmax to offer a multi-custody solution for banks

Assetmax offers one of the most efficient and complete selections of custodian interfaces for the Swiss wealth management market.

ZA Bank, Hong Kong’s virtual bank, launches ZA Savings Go

ZA Savings Go enables users to grow their wealth in an ultra-low interest rate environment.

Temenos Wins ‘Technology Provider of the Year’ at 2020 FStech Awards

Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards

Technology and education essential for great wealth transfer

More regulated areas like capital markets remain relatively 'un-innovative' but that too is changing quickly.

Standard Chartered Hong Kong introduces wealth management tool

Through the online banking and mobile app, Standard Chartered also provides several other wealth management solutions.

Fintech Wealth Management Firm Addepar Acquires $40 Million Investment from WestCap Group

Addepar serves over 400 companies, which include licensed investment advisors catering to high-net-worth individuals (or HNWIs with assets of at least $1 million), ultra-high-net-worth individuals (or UHNWs with assets of at least $30 million), and many f

Wealth & Asset Management