Managers of Wealth Fintech

Empowering Swiss investors: The rise of client-centric WealthTech solutions

The digital consumerism era compels them to evolve, integrating technology with traditional touchpoints to meet the modern investor’s n

How additiv helped ATRAM transform wealth management in the Philippines

This case study produced by leading FinTech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM

It Can’t Just be about Tech

Meanwhile global equity investors search for further support for the rally from the rest of the world.

Saudi Arabia's Wealth Management Sector Embraces the Future with Robo-Advisors

Saudi Arabia is at the forefront of financial technology innovation with the rise of robo-advisors. Discover how this digital renaissance is reshaping wealth management in the Kingdom and beyond.

Security Bank joins Avaloq to digitise its wealth management business

The bank’s wealth management platform will automate and standardise workflows and enable Security Bank to offer a full spectrum of bespoke investment advisory services and products

WealthOS and Quai Digital Forge strategic partnership to revolutionise wealth management

Quai Digital stands out as a leading provider of B2B wealth management white label outsourcing services.

Pontera Partners with CAPTRUST to Enable Enhanced Retirement Planning and Wealth Management Capabilities

CAPTRUST to leverage Pontera's platform to elevate its wealth management services

Navigating the New Fiduciary Marketplace, Leveraging Emerging Tech and Positioning for Growth: Speaker Lineup Unveiled for Broadridge 360 Advisor Summit

Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks

Wealth managers look to robo to help smaller clients: KPMG

This was particularly the case in Asia Pacific

Virgin Money acquires abrdn's stake in joint venture wealth platform

The business has since added a pension product for users to save from just £25 a month and shift existing pensions to the platform.

Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms

Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .

RF Group taps core vendor ERI to power its Caribbean banking operations

ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.

New private bank Volans gears up for launch in Australia

The company places a great deal of emphasis on the need to embrace new technology

WealthArc is transforming the family office landscape with Artificial Intelligence

WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.

SEI Attracts Large European and Global Asset Managers with CIT Lineup

Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated, Avaloq says

WiseAlpha launches new wealth management portal and white-label solution

Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.

Wealth Dynamix arrives on Temenos Exchange

Our solutions support the broadest range of firms, from 10-person boutique investment managers and UHNW multi-family offices to global mass affluent wealth managers and global private banks.

Hargreaves lansdown unveils multi-bank cash ISA platform

This reduces the complexities for clients, by allowing them to have ISAs with different providers all in one place.

Bitpanda launches high net worth wealth division

The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.

Wealth & Asset Management