Managers of Wealth Fintech

Bravura updates wealth management platform

Financial services software provider Bravura has made a number of updates to its wealth management platform Sonata.

No law for inheritance of digital assets or property, Judiciary reveals

Last year, mobile phone operators handed Sh500 million in mobile money deposits whose owners were not found.

African tech start-ups funding hits $195m

“When it comes to sustainable funding, African tech hubs tend to focus on demand-driven service models that solve problems and support the specific needs of an ecosystem.”

Global Merces Funds Management Selects SS&C

The expanded solution addresses a key demand by Australian boutique fund managers – the ability to leverage proven platforms and fully service the Australian fund management sector.

‘Next Gen’ clients seek greener, leaner wealth managers

Younger customers demand different services, funds and approach than their wealthy parents

Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards

The leading account aggregation and personal financial management (PFM) platform was nominated in the TECHNOLOGY PROVIDERS: Wealth Reporting/Personal Finance Managers category.

Morgan Stanley gives close-up look at new adviser technology suite

Firm betting tech will increase wallet share and move brokers towards financial planning

BlackRock woos wealth managers with its risk analytics software

The software was the star of BlackRock’s biannual investor day last week.

Avaloq Community Conference 2018

The one-day conference is packed with valuable sessions designed to help banks navigate the rapidly changing financial services industry.

BlackRock Woos Wealth Managers With Risk ‘X-Ray’ Tool

Morgan Stanley, UBS wealth units among those who’ve signed on

Robots will help to boost wages, says Deutsche Bank

Rather than taking jobs, this should enhance them, just as previous waves of technology have, they claim.

Revolut: Fintech Unicorn to Disrupt Wealth Management

Storonsky plans to provide an online equity trading platform without charging any commissions

South Africa’s Central Bank Debuts Interbank Settlement System on JPMorgan’s Quorum

The South African Reserve Bank (SARB) has released its report on Project Khokha, a Proof-of-Concept designed to simulate a real-world trial of a distributed ledger technology (DLT)-based wholesale payment and settlement system.

The bright future for digital in Asian wealth management

The message is that technological solutions must enable wealth managers to be flexible and to facilitate vital and useful communication

RIA Assets on BNY Mellon's Pershing Platform Cross the $600B Mark

As a result, Pershing is now one of the largest custodians of fiduciary assets in the nation.

The Future For Automated Advice - Wealth Dynamics

Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship

Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

Broadridge partners StatPro for performance analytics

Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, today announced a new strategic partnership with StatPro Group, the leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management ind

Invesco acquires Intelliflo

Invesco Ltd. has acquired Intelliflo, a market-leading UK provider of advisor-focused digital solutions.

Fifth Third Bank launches digital advice platform

The platform offers 14 investment portfolios and charges an annual advisory fee of 50 basis points, “a fraction of the cost of traditional investment management fees,” the bank said in its announcement.

Wealth & Asset Management