Managers of Wealth Fintech

Julius Baer to use fintech platform to boost digitisation

Hybrid platform enables bank's digital transformation.

Cinven to snap up £2bn wealth management platform

The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.

Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

Broadridge Fi360 Solutions worked to enhance the tool with ongoing support from the Pension Resource Institute to develop best practice criteria that is easily adaptable as the regulatory environment evolves

LGT Vestra and Wealthify to offer low-fee digital investment service

Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.

SS&C Launches New ESG Reporting Solutions

SS&C’s platform will support compliance with the EU Sustainable Finance Disclosure Regulation and deliver greater insights and transparency into ESG portfolio risks.

Contemi Solutions Amongst World's 100 Most Innovative AI Fintech Companies

FinTech Global- the world's leading provider of FinTech information services, has selected Contemi as a leading provider of technology solutions

Advisers need to step up digital offering to keep HNW clients

Advisers who focus on high net worth (HNW) clients instead of less affluent socio-economic groups will find they have as a great of demand for digital advice offerings as the groups they avoid

New competitive functionality in the Centevo Suite

Buy side FIX connectivity, real-time connection with Bloomberg & New front-end solution

Aster launches digital-first wealth management platform for MENA

Aster targeting the $2.9 Trillion HNWI Middle East Market

Germany’s oldest bank partners with aixigo for discretionary wealth management

aixigo has the world’s fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, cash flow planning, portfolio analysis, and portfolio monitoring.

Haitong International chooses Avaloq Wealth platform

The Avaloq Wealth platform offers a modern microservice architecture, allowing financial institutions to consistently scale the growth of their wealth management business.

Schroders and Robowealth form Thai partnership

The two firms are collaborating to offer digital wealth services in Thailand.

Digital Transformation- A critical enabler for firms

Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives, namely achieving growth at scale.

SEI Adds Nearly $3.8 Billion in Fiduciary Management Assets Globally in First Half of 2021

Addition of 11 New OCIO and Fiduciary Management Clients in 2021 Supports Global Market Momentum

Introduction to Profile Software and the firm's offering to the wealth management market

Panagiotis provides us with a brief introduction to Profile Software

SRD II: Preparing for the Road Ahead

Demi Derem assesses the industry’s challenges on the journey to SRD II compliance and how intermediaries can avoid being left behind.

TechRules & Sinqia partner for the Brazilian Wealth Management Market

For TechRules, this partnership completes its innovative portfolio management with an exceptional back office, which gives the client a perfect solution for the entire investment and wealth management process.

Navigating the Post Pandemic World, One Trend at a Time

According to Objectway’s research Setting the Digital Agenda for the Next Normal, the wealth industry is currently fast-tracking digital development to improve internal performance and maximise client experience.

Robo and hybrid digital models in insurance and investments

They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.

Broadridge Study: 2 in 3 Millennials Likely to Begin Working with FAs

The last year in finance has been defined by a high-touch, high-tech experience, with technology making markets increasingly accessible.

Wealth & Asset Management