Managers of Wealth Fintech

Green Dot and Wealthfront extend partnership

Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.

ICE and BNY Mellon | Pershing agree wealth management integration

BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.

Temenos: A leading US Financial Institution selects Temenos to modernize its wealth management platform in the cloud

The Temenos wealth management platform will support the bank's strategic transition to a cloud-based core banking system

Linqto partners with wealth management innovator Farther

The partnership will enable more robust access to one of the alternative investment space’s most compelling asset classes – private equity – with minimum investments as low as $10,000 and without the traditional brokerage, management, an

2023 predictions: Wealth manager tech spend to surge

Analysing the trend in profits and expenses at major international banks with substantial wealth management divisions points to a big…

Objectway: Banks and managers? A "delivery hub" for the private client

Banks and asset managers must therefore evolve to cover the sphere of private customer needs and place themselves at the center of their financial life.

SS&C Acquires Complete Financial Ops, Inc.

The acquisition supports SS&C's position as the leading fund administrator, adding 25 clients and eight employees.

FNZ lays off hundreds of employees

The company said service would not be affected.

Growth through a comprehensive wealth ecosystem

Donna Bristow describes Broadridge's innovative and flexible wealth management platform

J.P. Morgan private bank invests in two Swiss fintechs

Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.

Buy-side want better access to varied ESG data, SIX Group research finds

Wealth managers took a different stance though – 45% had a desire for fundamental, prepackaged ESG ratings.

HSBC's Private Bank Offers DPM on Mobile App in Asia

The latest offering – exclusively available in Asia – is part of HSBC’s broader plan to extend its private banking capabilities to the affluent and high net worth segment.

Jupiter Asset Management Extends Relationship with SS&C

SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio

Wealth management apps score highest satisfaction among younger users

Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.

FAIRMAT announces €34M Series A round to make it easier and more sustainable to recycle advanced materials through robotic technologies

With this investment, Fairmat aims to become a key player in the circular economy, taking a tech evolutionary leap in the recycling of advanced materials.

Modern wealth clients' experience increasingly centred on mobile apps

Poll finds mobile apps should be a priority for businesses looking to draw in and keep younger investors

Atomos partners with SS&C Hubwise

One that gives clients all the benefits of a face-to-face service

AB Capital Group Chooses Innovative SS&C Platform to Propel Business

Philippines-based financial services provider selects SS&C Aloha to power new wealth business

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients

UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their po

Avaloq: Onshore Wealth Growth Fuels Southeast Asia Tech Demand

In Southeast Asia, this trend has extended beyond the regional hub of Singapore to various onshore markets.

Wealth & Asset Management