Managers of Wealth Fintech

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

Fintech No Threat for China's Big Banks

Transferring savings to an online platform costs money, plus credit-card penetration remains low.

Wealth and investment leads Aussie fintech

According to FinTech Australia chief executive Danielle Szetho, fintechs operating in the consumer-facing wealth and investment space have already made major penetrations into the Australian market.

Asset managers failing to adapt to digital world

We believe the financial industry is at of the beginning of a new, digital era.

Digital Wealth Management Key to Winning Asian Wealth

WeChat is the most important digital channel for wealth managers.

Bravura Holdings says FY revenue of $6.8 mln

FY loss $1.7 million versus profit of $3.6 million for 8 months ended March 31, 2016

Hearsay and Moz Rank SEO Winners in Wealth Management

We’re seeing a steady uptick in consumers going online

$1bn Canadian robo giant set for September UK launch

Our mission is to make smart financial services accessible to everyone in the world.

Old Mutual Wealth replaces consultants on replatforming project

Around 20 Accenture staff worked on Old Mutual’s replatforming, but have been sent home after IFDS was kicked off the project.

Investec's digital boss on why robo launch took two years

‘Investec is all about service. What we didn’t want to do was dilute that approach.

Australian high-net worth investors and family offices support growing local fintech

The financing has been completed via a special purpose bankruptcy remote structure with Perpetual as the trustee.

Ketan Samani: «More Than 90 Pct of Fintechs Perish»

Speed remains an important factor in the innovation process, but this year we will probably progress a little more slowly.

Shariah compliant Robo Advisor ‘Algebra’ to pilot in Asia before going global

A robo-advisor is an online wealth management service that provides automated, algorithm-based portfolio management advice without the use of human financial planners.

Aité Group Ranks NexJ's Wealth Management CRM as Top for Functionality and Technology

Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.

BlackRock takes Scalable Capital stake in Europe 'robo-advisor' push

Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.

Wealth & Asset Management