08/09/2022
Crossing the digital divide in wealth management
Tech adoption isn’t optional given client expectations and trends
Wealth & Asset Management
08/08/2022
Apex Group rolls out EDB digital banking platform
As business demand for Digital Banking services continues to rise post-pandemic, this secure and accessible platform delivers greater efficiencies, introduces technologies and processes to reduce human error, as well as the cost and time associated with t
08/05/2022
Temenos Awarded the Highest Status in Aite's Matrix Evaluation of Wealth Management-Focused Core Banking Systems
Temenos Wealth is awarded 'best-in-class' status for integrated portfolio management and securities trading platform for wealth managers and private bankers
08/04/2022
The Breakaway Broker Trend Hits Asia, Enabled Through Technology
To sustain their business model and achieve further growth, many are pivoting to wealth management to provide value-added services.
08/03/2022
InvestorAi partners with Goodwill Wealth Management to offer smart AI-driven insights through an intelligent app
InvestorAi will make AI-powered insights accessible to customers of Goodwill, giving them access to high-quality investing information in real-time.
08/02/2022
CGS-CIMB Chooses SS&C to Power New Wealth Management Business
Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform
08/02/2022
Broadridge Strengthens Presence in Asia-Pacific, Expands Regional Headquarters in Singapore
Reaffirming its commitment to APAC, Broadridge opens a new office in Singapore, paving the way for further growth in headcount, investment and solution offerings
08/02/2022
Canadian VC Portage Ventures aims to raise $1bn fintech fund
The debt and equity fund will target late-stage fintechs seeking to raise over $50m.
08/02/2022
TrueLayer targets wealth sector via partnership with WealthOS
With this collaboration, WealthOS clients can embed TrueLayer’s instant, secure account-to-account payments within the funding journeys of their digital wealth products.
08/01/2022
SS&C Technologies Releases Q2 2022 Earnings Results
Adjusted revenue $1,330.0 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.10, down 11.3%
08/01/2022
SIX enhancing Swiss-Singapore financial ties
The Swiss company’s service offerings in Singapore are in the areas of exchanges, securities services and financial services
08/01/2022
Asset Management FinaMaze completes the Fintech Saudi program
The UAE asset and wealth management firm participated in the Fintech Saudi Demo Day after it successfully completed the Program
08/01/2022
A new approach to platforms
These huge global firms created a demand for middle and back office operational outsourcing solutions, initially filled by the major global custody banks.
07/27/2022
Four Information Management Barriers Wealth Management Professionals Face
The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.
07/27/2022
TIFIN Wealth announces strategic partnership with Chalice Network and their community of 60,000+ advisors
TIFIN Wealth's solutions to be promoted in Chalice's marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers
07/21/2022
Wombat launches crowdfunding campaign
The Crowdcube campaign will run for three weeks and has a target of £1 million. It will be the first time Wombat is coming back to Crowdcube since it launched in 2019.
07/21/2022
Philippine asset and wealth manager ATRAM to launch digital wealth management platform with additiv
The strategic partnership will enable ATRAM to modernize and digitize their wealth management solutions to meet the growing need for intelligent and intuitive investment services.
07/21/2022
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients
07/20/2022
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
M&G Wealth Advice chooses intelliflo to support expansion plans
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”