Managers of Wealth Fintech

The Most Successful Financial Advisors Leverage Technology

In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.

Kestra Financial to Offer eMoney Advisor’s Financial Planning Platform

Partnership will enhance Kestra Financial’s innovative, integrative technology offerings to its advisors

Ortec Finance becomes the latest official partner on Avaloq’s Software Exchange platform

Ortec Finance joins companies such as Thomson Reuters, Actico and UnaVista on the platform, which looks to connect the banks in the Avaloq Community with providers of specialist digital banking solutions.

Indosuez Wealth Management goes digital but stays personal

Retail banking is the heart of Crédit Agricole, and the group really wants to develop in markets that are really close to its own culture and geographical reach, so going to Greece was a bit far away.

Kestra partners with eMoney Advisor

eMoney’s client portal will offers clients of Kestra Financial advisors a real-time, on-demand financial experience.

Altegris To Merge With Artivest

The combination will accelerate the work of both companies to provide individuals and institutions of all sizes efficient access to alternative investments.

Platform provider breaks through £1 billion assets mark in first year of operation

The service, marketed as Tercero Cloud, fully integrates an open digital portal, including published APIs, enabling clients to design their own user experience whilst retaining the benefits of a fully-proven, core processing system.

Digital delivery of wealth management – the platform era

“Our view is very simple – the risks for those providers or service companies that do not have a digital platform is that many will just fade away.”

Avaloq honored for "Wealth and Asset Management" in 2018

NelsonHall identifies vendors as Leaders that demonstrate a high ability relative to their peers to deliver immediate benefits to clients as well as meet clients’ future requirements.

America’s Superrich Made Near-Record Contributions to Charity in 2017

The 2017 giving spree was fueled by huge donations from many relatively young major philanthropists who are still accumulating great wealth — and who are likely to make big gifts for years to come.

Digital delivery of wealth management – the era of the platform

“Our unerring focus is moving wealth management and the customer experience into the digital world.”

SEI misses 4Q profit forecasts

Diluted earnings per share were $0.75 in fourth-quarter 2017 compared to $0.55 in fourth-quarter 2016.

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.

Wealth & Asset Management