Managers of Wealth Fintech

Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience

Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users

Refinitiv partners Vestorly on AI-driven marketing tools for wealth management providers

Refinitiv has a rich history of servicing the Wealth Management industry from front to back office.

Investec launches programmable banking – here’s what that means for customers

A programmable card account enables a business or private banking client to create code that runs before or after each transaction,” said Maharaj.

Wealth Management: Post pandemic client interaction: will digital remain the norm?

Business models rapidly evolved, and with them, client expectations.

The Family Office revolutionizes wealth management for the tech-savvy investor

These emerging investors are more discerning and require digital solutions to cater to their fast-paced lifestyle.

The Lance Armstrong guide to wealth management operations

The single biggest efficiency gain for any cyclist comes from all the riders around you

The Future Digital Agenda must enable Differentiation and Result in Scalable Growth

During the presentation some insights were shown from ongoing research on the future priorities for the front office

Transforming the Wealth Management Industry: Interview with Marco Bizzozero, Head of International, iCapital

In conversation with Marco Bizzozero, Head of International at iCapital, IBS Intelligence discusses the alternative investment industry.

SS&C signs multi-year partnership with Australian wealth manager

SS&C Technologies head of Global Investor and Distribution Solutions Nick Wright added: “We are excited about our partnership with AMP and look forward to supporting the continued development of the North platform."

WealthTech Matters – The Client: Digital Engagement In Wealth Management

Allowing more self-service elements was not top of the list, but given it will both empower the client and provide efficiencies, it was felt to be a desirable addition in time.

SS&C Forms Long-Term Partnership with Australian Wealth Manager

SS&C will work closely with North’s technology team as it continues to enhance the platform’s digital and administrative capabilities for advisers and clients.

SIX Reports Successful 2021 Performance Despite Challenging Global Situation

Without the Worldline-related effects, Group net profit rose 37.3% compared to the previous year.

Quirin Privatbank extends its long-term contract with Avaloq

Quirin Privatbank follows a hybrid business model, combining the parent company’s traditional wealth management services with innovative robo-advisory

Wealthbox Announces $31 Million Equity Investment from Frontier Growth

"Frontier Growth has an amazing track record in helping rapidly growing companies scale even faster

Our investment in Delio

When we met Gareth and David, the value our network and expertise stood to offer Delio, as they look to scale their market-leading technology to more of the world’s largest financial institutions, was immediately clear.

Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate

Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform

Finuevo Digital: Onboarding process launched

Digital Onboarding can be initiated either from an external source, such as an advertisement on social media or ad-hoc from the app/website.

FinTech, Cirdan Capital Selects Axia

Profile has a long history of developing innovative financial software solutions.

Fintech Delio secures $8.3m growth funding

Private markets have become increasingly attractive to both institutional and individual investors.

Nomura, a Japanese wealth manager, to analyze crypto and NFTs through new section

As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.

Wealth & Asset Management