Managers of Wealth Fintech

How I preserve my wealth with Bitcoin

In the long run, spending a share of your income on BTC is unlikely to make you poor.

Eton Solution Introduces the Administrative Family Officeh

AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services to its Member Base

Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members

Wealth and relationship managers should prioritise secure messaging in 2023

The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse

Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure

Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.

SEI Extends Long-term Relationship with Verso

SEI Wealth Platform to Help Power Growth for IFA Consolidator

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities

Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration

The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.

Garantum Wealth Management AS selects Huddlestock for nominee depot, management of shareholder registers as well as customer- and tax reporting

Garantum Wealth Management AS is an affiliated agent for Garantum Fondkommission AB and offers order mediation and provides investment advice.

GBST strengthens commitment to Novia Global with a contract renewal for leading wealth management platform, Composer

The contract renewal sees Novia Global expanding the multi-currency enabled products administered on Composer to support ISAs alongside SIPPs for non-UK residents and foreign nationals residing in the UK. T

Temenos Awards Celebrate Banking in a Cloud World

Customer awards recognize the global leaders, innovators and visionaries in banking

TIFIN Wealth to Support the Growth of Smaller Financial Advisors

The AI-powered TIFIN Wealth platform encompasses personalized assessments

Accuro goes live with Objectway’s Investment Management Service Solution for private clients

Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.

Oakglen wealth is now available on the SEI wealth platform

The acquisition accelerates Fairstone’s growth goals for 2023 and lays the groundwork for future deals in the region.

Broadridge and Aiviq partner to bolster buy-side data integration and transparency

Partnership looks to offer asset management firms improved views of client AUM and asset flow data for their global market intelligence.

Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers

“We will work closely with Broadridge to ensure the speed and availability of global fund data for asset management firms and improve both the quality and efficiency of that data.”

GBST expands fintech solutions suite with acquisition of WealthConnect – a leading digital Salesforce based practice management solution

This acquisition marks a significant step in GBST’s continued growth strategy as it expands its innovative suite of fintech products and services to deliver business opportunities in new and existing territories.

Wealth & Asset Management