Managers of Wealth Fintech

Geneos Wealth Management Inc. Joins cleverDome Inc.

Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats

SS&C completes acquisition of DST

We are pleased to move forward as one company following the combination of two highly complementary market leaders,” said Bill Stone, Chairman and Chief Executive Officer of SS&C.

LGT taps Appway to digitalise client lifecycle management

The vendor said that its platform will support internal collaboration across the bank’s various units by orchestrating its systems and applications, including the Avaloq core platform.

Hedge funds increased their bets against Facebook before Zuckerberg testimony

IHS Markit forecasts short interest in Facebook to have totaled 29.2 million shares on Friday, up from 25.9 million in mid-March.

AI is About to Hit the Wealth Management Industry

Even securities selection itself is having AI applied to it through a number of techniques that all harvest big data on stocks.

Bankorus Expands Its Wealth Management Blockchain Offering

Bankorus is led by CEO Greg Van den Bergh, the creator of the first robo-advisor in China

Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application

Award recognizes the caliber of the Tamarac portfolio management solution for second straight year

HSBC spends US$2.3b on digital platforms, AI and new technology to reach tech savvy customers

Bank has also teamed up with WeChat to communicate with clients on messaging app

swiss private bank rolls out digital advice platform in the US

Combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities

Temenos Faces Takeover Battle

A problem that already is weighing on the stock of the Geneva-based company.

The Fintech Files: The robo-adviser of robo-advisers

Deak, who was the brains behind the launch of peer-to-peer lending aggregator Off3r, is rolling out a new online service that he claims will bring web-based investment to the masses and “battle the bias and bullshit that has dogged the investment se

Avaloq becomes founding partner of FinTech Scotland

FinTech Scotland was launched to drive growth and employment and position Scotland as a financial services technology centre of excellence. The organisation was registered in the summer of 2017 and its CEO, Stephen Ingledew was appointed in January this y

Arbuthnot installs new systems as it reveals plans for 'Arbuthnot Direct'

The bank also announced that it will be rolling out a direct to market retail deposit offering called Arbuthnot Direct, which is expected to soft launch in the middle of the year.

Robo-Adviser Startups Are Now Going After Wealthy Clientele

The product follows similar moves by two other robo-adviser startups in recent months.

SEI Enhances Technology for Improved Wealth Management Decision-Making

Organized End-Reporting, Investments and Advice Deliver Greater Insight to the Wealthy

Premier Asset Management launches digital portal

There will be no additional costs for advisers or their clients to use PremierConnect.

IRESS unveils a string of wealth management technology collaborations

"The IRESS team has shown a deep understanding of our business and worked closely with us to deliver a solution that meets the needs of our firm."

Robo-adviser Nest Wealth launches platform for small-business group RRSP plans

Nest Wealth, in partnership with Vanguard Investments Canada Inc., Morneau Shepell Ltd. and Canadian Western Trust, will allow companies to offer their employees group RRSP plans with fees under 1 per cent of assets administered through the plan.

Swiss private bank Completes Rollout of Front-Office Solution

We have completed the migration of all existing front-end tools

Wealth dynamix crowned best boarding solution

Wealth Dynamix is renowned as a market leader across Europe and helps financial services businesses meet shifting client and regulatory dynamics and has consistently pushed the boundaries of digital innovation and cloud technology on an international scal

Wealth & Asset Management