Managers of Wealth Fintech

SEI and Quovo enter into partnership for data platform

Technology to Increase Transparency, Provide Seamless Client Experience

Private Wealth Systems Expands LATAM Presence

A family office in Latin America selects fintech innovator for account aggregation and multi-asset portfolio management.

Citigroup Shifts to Wealth Management in Hyper-Digital Korea

“The revolution in banking is that because of technology changes, customer behavior is changing every single day and their expectation is changing every day,” Carney said in an interview in Seoul. “I think we are the model for the future

BMO Wealth Management Adopts SEI Wealth Platform

Unified Platform Continues Market Momentum in 2018, Providing Scalable Solution to Support Firm's Focus on Growth

Objectway announces a distribution partnership with BML Istisharat

BML Istiharat works with more than 300 clients worldwide, including several Fortune 500 companies,

RobustWealth Adds Powerful Direct Indexing to Digital Wealth Platform

"Our direct indexing feature empowers advisors to customize client portfolios in a tax-efficient manner."

NorthCoast Asset Management Selects SS&C to Deliver Investment Operation Transformation

Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations

Digital disruption or a digital renaissance for wealth managers?

It would seem that most organisations are stuck somewhere in the middle of digital explorer (26%) and digital player (29%) - some 55%, according to the opening speaker, Thomas Zink, Research Director of IDC.

Finantix Acquires Asian FinTech Start-up smartfolios

Adding quant-enabled wealth management capabilities to its digital platform

MCI and Objectway announce exclusive collaboration

Objectway is a TOP-100 global FinTech provider and a leader in the wealth and investment management software industry in Europe.

A Peek Into Goldman's Black Box Charity Reveals Tech Billionaires

The 2016 donations by Ballmer, Powell Jobs and Koum -- who are worth a combined $68 billion, according to the Bloomberg Billionaires Index

UBS Asset Management launches advisory solution

Work is currently underway to launch the new solution to advisers of Italian lender Banca Generali.

Paytm Set To Launch Wealth Management Products By April

"Paytm Money is currently completing integrations with the respective compliance and regulatory authorities for KYC (know your customer) under the SEBI regulations."

Indosuez and Capgemini collaborate on wealth platform

“This exciting new business will be focused on supporting the ongoing digital and operational transformation of leading wealth management firms worldwide, taking into account the regulatory complexities and high-quality transactional execution requi

Digital banking platform for wealth managers and private banks developed

CA-PBS was created in 1992 at the heart of Indosuez and has since been a pioneer in outsourced banking services.

Objectway Conference 2018: Breaking the wealth management digital deadlock

A show of hands early in the proceedings revealed that a good proportion of those in the room were from UK-based companies.

Dion Global launches Wealth Intelligence platform

Dion Global’s Wealth Intelligence (erstwhile Invantage solution) has been supporting the growth of several wealth management firms in the UK for over thirty years.

UBS Launches U.S. Robo

UBS signed up Californian fintech firm Sig Fig for the development of the product. It concluded the agreement with the company in May 2016.

Profile Software’s innovative solutions for banking and wealth industry

The company today has a presence in Europe, the Middle East, America, Asia and Africa, throughout those regions delivering innovative solutions to both start-ups and established banking and finance institutions, through direct communication or a reliable

Dutch asset manager chooses SS&C

Dutch asset manager launches new client communication and reporting portal using SS&C's Vision FI

Wealth & Asset Management