Managers of Wealth Fintech

SS&C Celebrates Black Diamond Wealth Platform 1,000 Client Milestone

These firms selected Black Diamond to help strengthen their client relationships, reduce their back-office overhead, and drive efficiency and productivity.

StatPro to acquire UBS Delta

The acquisition is phased over three to five years as StatPro incorporates UBS Delta’s functionality into its flagship product, StatPro Revolution.

Plum launches high net worth home cyber cover

It also offers identity theft resolution services, IT forensic specialists, data restoration support and a specialist 24 hour claims helpline.

Standard Chartered Private Bank launches industry-first digital wealth advisory tool

With multi-source information efficiently available on a single portal, RMs can spend more time with clients to better understand their needs.

White Paper 'Demystifies' the Cloud for Wealth Managers

Cloud computing has fast become the 'new normal' in IT

Jupiter Asset Management takes on Milestone Group’s pControl for NAV oversight

We’re now very well equipped for the future and can focus on adding real value to our business and our clients.

James Brearley & Sons selects JHC FIGARO to support its strategic objectives with new technology platform

JHC’s proven, highly-scalable and automated technologies—combined with their track record of working with financial institutions like ourselves and the high and sustained levels of investment in their business — gives us a huge amount of

Japan's Asset Management One to unleash robo-advisers

Industry leader's entry into business could fuel decline in costs

Wealth Managers Using Tech to Catch Massive Asset Wave

Regtech, cloud solutions key to scaling advisors’ practices

BlackRock puts more of its future in tech

Management giant becomes latest to surrender to quantitative push

Marvelstone Capital to release robo advisor for Asia’s family businesses

Family offices in Singapore recorded an average return of 1.2 per cent in 2015, according to the Global Family Office Report by Campden Wealth Research and UBS.

Did JPMorgan Chase Just Start A Digital Advertising Revolution?

Now the experience of JPMorgan Chase suggests that advertisers can find consumers at a good price even without using ad tech to pull together the farthest, and sometimes least known, reaches of the web.

Banking Outpacing Wealth Management on Digital

Wealth management lags behind banks in digital offerings, financial advisors should meet clients' children early and FTJ FundChoice launches a new SMA program.

Nutmeg: we are better in a crisis than traditional DFMs

Critics of robo-advice have suggested such propositions may not be able to cope with a financial crisis

Wealth managers play ‘robo advisers’ at their own game

Automation and big data mining are helping human planners compete

Majority of Wealthy Investors Prefer a Mix of Human and Robo-Advice, According to Accenture Research

Digital technology – the web-based channels, tools and applications that enable a more-transparent and real-time understanding of a client’s investments – make hybrid models possible.

Rothschild Bank AG selects Finantix digital engines to support customer advisory services

Since January 2017, the Finantix professional services team has led the implementation, initially based in Switzerland.

Banks are using data access to disrupt their disruptors

Many fintechs rely on their users providing access to the data from their bank accounts, and use third-party intermediaries like Envestnet Yodlee and Intuit to access that data.

Scalable Capital doubles assets under management in three months

Scalable Capital went live in the UK in summer 2016.

Wealth & Asset Management