Managers of Wealth Fintech

Who has the edge in digital startups vs. traditional wealth management?

The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.

Advisor Group Planning Fourth Quarter Robo Rollout

Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing and Envestnet

iCapital® Network Secures Strategic Investment from UBS

Underscores value of market-leading technology in providing retail access to alternative investments

Quantifeed launches portfolio for car lovers

Quantifeed's model portfolio includes a selection of companies leading the development of self-driving cars, including technology providers and vehicle part suppliers.

Why Is Performance Reporting Technology So Expensive?

According to a white paper by Panoramix, performance reporting can costs hundreds of thousands of dollars per year.

Weatherbys Bank is an early adopter of the .bank domain

Accordingly, we are pleased to be one of the very early adopters of the .bank suffix which is only available to licensed banks and we will be changing our domain name to weatherbys.bank.

Fintech Wins Private Bank Investor

Julius Baer will invest in the Pfaeffikon, Switzerland-based wealth management provider, Nectar said in a statement on Tuesday.

MioTech Partners with Silverhorn

Silverhorn is a leading wealth management boutique with a core focus in Asia.

TMI Trust Company Chooses SS&C

The solution will provide more robust reporting and analytics, and will improve transparency and auditability.

Challenger bank Fidor has called up Seedrs and Nutmeg for its digital marketplace

London-based Nutmeg will also benefit from access to Fidor’s digitally savvy customer base providing them with the opportunity to open fully managed investment portfolios on the digital wealth manager’s platform.

How will tech affect the high net worth personal lines market?

Technology will eventually become an issue.

How Do You Know What Your Robo is Doing?

RBC’s decision to put its Investor Gateway initiative on hold is not the first time a firm has rethought robo-adoption.

Blockchain: A Game-Changer for Asset Managers?

Natixis Asset Management has been testing a new blockchain-powered fund management tool. Moody's sees this as "credit positive" for asset managers.

SEI buys Midwest fintech company for $80M

SEI has about 3,200 employees working out of its Oaks headquarters.

Millennials Reverse Mentor at Pershing

We have always believed that our monthly topic meeting has been one of the keys to success of the program.

JHC Systems strengthens sales team

The recent successes with our flagship solution, Figaro, taken up as a managed service by Alliance Trust & Savings and by James Brearley & Sons, proves that wealth management firms are keener than ever to de-risk their investments in technology.

Traditional wealth management challenged by robo-adviser boom

Robo-advisers are lying in wait to pick off clients from traditional wealth management firms which must modernise or face an uncertain future in a data-driven world

The digital wealth tsunami

Prabhakara says the consolidated view of their accounts helps clients gain insights into their assets and set better investment objectives.

swissQuant and Avaloq create innovative advisory solution

The technology enables banks to automate their offerings and integrate them fully in the core banking system

Multrees To Provide Web Application Programming Interface (Web API) Service Solutions

Simple, automated and real-time integration with other B2B and B2C applications

Wealth & Asset Management