06/21/2023
Recognizing the prevalent challenges faced by clients, Vault’s founders leveraged their industry experience to address key issues and reshape the investment landscape.
06/21/2023
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition
06/20/2023
Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.
06/16/2023
There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.
06/15/2023
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.
06/15/2023
The funding will be used to boost the company’s growth, make hires and expand into the US market.
06/14/2023
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/12/2023
Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager
06/08/2023
Temenos recognized with the Overall Asia WealthTech Provider, Innovative Solution and Core Banking Software awards
06/08/2023
In addition, the region’s wealth managers must account for the next generations of wealth holders, Millenials and Gen Zs, who have higher digital demands.
06/08/2023
These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.
06/08/2023
The asset manager has teamed up with exchange Archax to tokenise its Aberdeen Standard Liquidity fund
06/07/2023
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/06/2023
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
06/06/2023
Security is paramount for wealth managers transitioning from on-premise solutions to the cloud.
06/06/2023
Third Financial, an investment platform, reports the addition of three new business wins in the first four months of 2023.
06/05/2023
From composing emails in business to writing content articles, the common perception is that GPT technology is here to replace humans.
06/02/2023
The firm's wealth management services are comprehensive and designed to help clients navigate the complex landscape of cryptocurrency.
06/02/2023
In practice, Consumer Duty centres on clear and timely communication, client support and personalized service based on client profiles as well as the ability to demonstrate fair value.
06/02/2023
The report highlights “both evolving regulatory requirements and how growing investor demand for personalization is making it crucial for wealth and asset managers to pursue digital and operating model transformations.