Managers of Wealth Fintech

Envestnet Yodlee Strikes Partnership With Morgan Stanley

Envestnet Yodlee will now provide Morgan Stanley advisors with data aggregation and reconciliation technology.

Lombard Risk expands Sales and Product team in Asia Pacific to support regional growth

New opportunities are opening up to us as financial services firms grow and look to new markets.

FNZ to build new BPO centre for Kleinwort Benson, SG Hambros and Société Générale’s private banking business

Kleinwort Benson is currently using the T24 core banking system provided by Temenos.

Nutmeg raises £30m and forms key Asian strategic alliance

The fundraising comes after the digital wealth manager recently published its full-year results, which showed losses had widened to £9 million.

Robo Advisors: Here's how to craft the optimal customer journey

The exhaustive report provides comprehensive answers and data on how to optimize the individual onboarding stages and details five best practices for each stage.

Automation will play only supporting role in wealth management for some time

Wealth managers know they cannot ignore increasing automation in their sector, but their jobs are safe from robots for the time being

Schroders takes stake in technology provider

Schroders and Benchmark did not disclose how big the stake is or how much was paid to obtain it.

Will Bitcoin Become the new "Swiss Bank Account"?

This may lead some Americans to seek alternative ways to store value in a secure, private manner - and Bitcoin may be one ready solution.

Vermilion selected for private client reporting at Redmayne-Bentley

It also enables Redmayne-Bentley to comply with client reporting requirements under MiFID II.

Broadridge Expands its Wealth Management Capabilities Through Acquisition

Enhanced ability to help broker-dealers and wealth management firms with advisor support and transition to DOL Fiduciary Standards

SS&C Evare Integrates with Schwab PortfolioCenter

As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data

Pershing Enhances its Lockwood Managed Solution

Included in the portfolios are a series of short, intermediate and long-term muni laddered portfolios, featuring national, state specific and state preference options.

Crossbridge Capital unveils CONNECT, Singapore’s first digital advisory platform for accredited investors

CONNECT is being launched by an established independent wealth manager; Crossbridge Capital, which has US$3 billion under advisement.

The robots are coming! Insight from Fintech Europe 2016 by Nick Baker

The combination of a unique venue, some excellent speakers and an audience more than willing to contribute, proved a winning formula. The fun wine tasting event held on board, was a brilliant end to the day.

Wise Media Group announce new information portal “fintech-news”

Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more

Technology Disruption Driving M&A in Wealth Management

Firms are responding to changing client expectations by snatching up other tech providers

UK Government to stage fintech conference

At the moment, the UK FinTech sector is falling behind other countries’ sectors in capital investment.

SS&C Technologies acquires leading CRM solution firm

Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.

Blockchain – wealth managers will observe from safe distance

Wealth managers are reserved when it comes to exploring the potential use cases for blockchain, says Bartosz Golba.

Focus, service and flexibility produce Fintech success for ERI

In this interview, Nicholas Hacking, Sales Director – ERI, outlines how innovation has to be combined with risk and cost awareness to be able to deliver a consistent product that meets ever-expanding client expectations.

Wealth & Asset Management