Managers of Wealth Fintech

Technology: reshaping the future of wealth management

Advisors will have to be just as technologically empowered as any other consumer-facing business in order to compete.

Ignition wealth announces digital advice solution for users of leading platform

We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors.

How To Ensure Cloud-Based Tech Vendors Are Truly Secure Partners

If your firm’s SaaS provider doesn’t follow state-of-the-art security measures, then you are placing your practice and your clients at serious risk.

Wirehouses use predictive analytics to shore up goals-based planning

Large brokerage firms are updating technology to get a better understanding of clients in real time, augment advisers' service and improve client experience

Robo-advising platforms carry new risks Hands off—guard up

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

How technology supports the regulatory evolution

The regulator now expects the wealth manager to deliver advice to the clients.

European WealthBriefing Awards 2017 ERI wins the "Transaction Processing Solution" category

The judges’ citation reveals that for the OLYMPIC Banking System: “the speed and efficiency of the winner’s system was clearly demonstrated alongside an ability to deliver projects consistently over time”.

Digitalisation pioneer additiv secures multi-million Swiss franc investment

Recent successes include the launch of Natwest‘s new robo-advice offering for the UK savings and investments market using additiv’s Digital Finance Suite

Old Mutual battles for reputation after dropping IFDS

Mark Polson, principal of The Lang Cat consultancy, said the amount OMW was going to pay FNZ, an estimated £120 million to £160 million, was still high.

Third Financial Breaking New Ground with Tercero Cloud

For the hundreds of UK firms with sub £1 billion AUM, Tercero Cloud offers the three major benefits of superior technology, a low, all-inclusive charge and a completely personalised service.

Invisor launches digital wealth management platform for Financial Advisors

Advisors who partner with Invisor to use Invisor CoPilot™ can choose their level of involvement at the time of onboarding their client

SoFi moves into wealth management

SoFi Wealth users can access their accounts via the web, as well as the SoFi Wealth app, available now for both Android and iOS.

Old Mutual's platform woes show advisers should care about tech

This is a big change – Old Mutual Wealth was £330 million into its project with IFDS, and the thick end of five years have gone by since it got on the road.

Digital Wealth Management platform was crowned “Best Front Office Solution”

The judging panel commented on the winning entry “Our winner has put a great deal of work into developing a user-friendly front office solution. Judges felt its focus on design and ease of use comes through very clearly.”

RobustWealth Crosses $500 Million in Assets on Platform

The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017

Temenos sunsets Trinovus core banking software business

A handful of banks were onboarded in 2013/14.

Stacked up: Are technology providers up to the replatforming workload?

Fears grow over whether just four providers can handle the huge replatforming challenge

How human financial pros can up their game to compete with robo advisers

Financial advisers need to have a strategy to deal with the advent of robo advisers

New data feeds will save advisers time: ANZ

ANZ Wealth head of life insurance, Gerard Kerr, says these enhancements will save advisers time when preparing quotes for OneCare.

Leveraging on India’s tech leaders

As a result, the firm quickly changed strategy to target the first-generation entrepreneurs, especially in the technology space.

Wealth & Asset Management