Managers of Wealth Fintech

Multrees launches compliant Transaction Reporting enhancements

Multrees is offering instant transaction reporting, not just where it acts as a custodian, but for all assets on its platform.

Private Client Resources and HWA International Partner to Provide Trust Companies with an End-to-End Platform

Expanding data aggregation to serve the accounting needs of endowments & foundations, trust organizations, family offices and other private fiduciaries

Edelman Financial Services Announces Move to Envestnet Wealth Management Platform

The agreement will help Edelman deliver a state-of-the-art client experience.

Objectway Enters the First Elite Basket-Bond from Borsa Italiana

The issue amounts to 122 million euro, whose highest share is Objectway's, with a 18 million euro bond.

Robo-advisor platform launches across Canada for independent advisors

‘PPI Valet powered by WealthBar’ gives advisors online convenience and access to premium investments for clients

Self-disruption key to Swiss fintech success

These comments are being echoed by others in Switzerland.

5 steps to stay ahead of the demand for digital advice

Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.

Dion goes live at Česká spořitelna

Dion´s Real Time Payment Engine seamlessly integrates with three major core banking applications and an additional set of back-office applications.

Ignition Wealth appointment flags fintech future

The development team is working to custom build client engagement solutions, adapting the software for the needs of the Irish market.

Financial planner launches robo-advice service

Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth

Digital wealth manager to offer traditional financial advice

Our success so far, with over 20,000 clients across three geographies, proves that our digital sign-up process via desktop or app is very well accepted.

Bank Linth Digital Tool for Wider Audience

Bank Linth two years ago launched a robo adviser, an offering that the bank says has been a success.

Dion Goes Live on Amazon Web Services

“Using a cloud based technology platform, firms no longer have to worry about the infrastructure and its maintenance.”

Lugano adviser launches WM platform with European peers

This ranges from expertise in asset management to private equity and real estate investments.

Citi hits gold with online push

The number of active users of stock trading transactions via digital channels also increased 18 percent.

This fintech firm is aiming to steal the dinner off wealth managers' plates by targeting the super-rich

It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.

Tandem gets banking licence after closing Harrods Bank acquisition

Tandem is an app-led banking service that lets customers see all their financial information in one place and pro-actively helps them save money.

SS&C to buy DST Systems in $5.4 bln deal

The transaction significantly increases SS&C’s scale, with approximately $3.9 billion in combined pro forma revenue and 13,000 clients.

Merrill Lynch Wealth Management Adds Texting Feature for Financial Advisors

The texting works on both Apple and Android devices as well as web interface.

Northern Trust to buy software development resources from Citadel

Northern Trust will continue to provide middle office and fund administration services for Citadel’s funds.

Wealth & Asset Management