05/30/2023
The future of wealth advisory: new tech and deeper relationships
Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base
Wealth & Asset Management
05/29/2023
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.
05/26/2023
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
05/25/2023
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
05/25/2023
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
05/24/2023
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.
05/24/2023
SEI Extends Long-term Relationship with Verso
SEI Wealth Platform to Help Power Growth for IFA Consolidator
05/18/2023
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
05/17/2023
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.
05/16/2023
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.
05/16/2023
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
05/12/2023
Temenos Awards Celebrate Banking in a Cloud World
Customer awards recognize the global leaders, innovators and visionaries in banking
05/12/2023
TIFIN Wealth to Support the Growth of Smaller Financial Advisors
The AI-powered TIFIN Wealth platform encompasses personalized assessments
05/11/2023
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.
05/10/2023
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.
05/05/2023
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.
05/03/2023
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.”
05/02/2023
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.
04/28/2023
Quantio Limited- the World's First Successful AI Investment Company for Wealth Management
Quantio Limited provides client services, offering the highest professional standards and using tools to simplify investments and maximize profits by offering them innovative products based on AI.
04/27/2023
Fintech start-up 1fs Wealth secures backing of Singularity Capital
The platform’s ability to provide complete visibility and support succession planning, as well as ESG, sustainability and impact, are amongst the key features most valued by the company’s global customer base.