Managers of Wealth Fintech

Wealth Wizards to launch DB abridged advice service

The FCA's 'abridged advice proposal is a lighter form of DB pension transfer advice which cannot recommend a client to transfer.

Avaloq successfully onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months

The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv

Digital Needs Of Both Asset And Wealth Managers

Both communities are looking for the tools, content, and capabilities they need to address their emerging business challenges during this digital transformation.

Octopus to acquire wealth technology business for £10m

The firm currently has around £10m of assets on its platform and around 300 customers.

Aberdeen Standard Investments Successfully Integrates and Extends Investor Servicing with SS&C

SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.

SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates

The integration is now live and available to RIA in a Box MyRIACompliance clients.

CIBC Selects SEI Wealth Platform to Power Growth Strategy

SEI's Unified Wealth Management Solution Supports CIBC's Transformative Business Goals

Latest Research Reports On Family Office Market 2019

It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.

Walker Crips signs new tech deal in search for cost savings

We were looking for a business management system

Adviser tech firm cuts prices

Advicefront has now changed its pricing structure in a bid to attract smaller firms.

"We will continue to innovate to maintain our technological lead" – interview with Alexandre Zeller, Lombard Odier Partner

Working for a firm that is more than 220 years old and whose mission is to accelerate digitalisation is a challenge that attracted me!

Removing the back-office burden for advisers

It can reduce data errors and free up advisers’ time – but only if done properly

The Why and How of Transforming Wealth Management for the Digital Age

To shed more light on his comments, Roy summed up his vision as a clear focus on four standout characteristics - frictionless, ecosystem, deep insights and automation.

Fintech Platform Acquires Securities Firm

The acquisition «enhances the Group’s leading position in the alternative lending market and enables us to immediately ramp up our engagement with sophisticated investors via debt securities fundraising and credit fund management,» Helic

Research: Clients See the Benefits of Digital Technology as Cyber Concerns Persist

The Investor Pulse Poll surveyed approximately 1,100 U.S. households with at least $100,000 in investible assets

Salentica voted “Best Cloud-Based Application Provider”

The award follows closely on the release of Salentica Data Broker, a cloud-based integration platform that connects firms’ portfolio management, custodial and CRM systems in a seamless data loop.

Empowering advisors with integration using Salentica Data Broker

During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.

BBVA partners with SEI for new wealth platform

BBVA struck a deal in June last year to adopt the SEI Wealth Platform and launched it earlier this month

Envestnet inks new strategic alliance

The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.

Fintech firm builds team for international expansion

This will support new initiatives and innovations that the technology can deliver to the UK and internationally.

Wealth & Asset Management