Managers of Wealth Fintech

How Impact Technology Can Help Family Offices Move The Dial

This lack of data opens investors and family offices to the risk of inadvertently investing in something that is not strategically aligned with their objectives and values.

New fully automated Custody platform for global operations in Axia Suite

Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.

Brooks says landmark tech overhaul on track despite CEO switch

As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.

SEI Reports Second-Quarter 2021 Financial Results

Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.

Credit Suisse leads $20 million round in financial data company Daloopa

With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally

WealthTech Spotlight: In discussion with Alt/Ave

Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.

Leveraging Robot Algorithms

When talking about structure, we also refer to the page and line where the strings to acquire are located along with their placement within the line and their format, which may be fixed as for dates and tax code, or variable.

Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders

Asset managers to benefit from flexible workspaces and intuitive workflows

corfinancial’s Salerio Selected by Man Group as Treasury Solution for FX Processing

The investment management firm’s international growth has relied increasingly upon Salerio, which automates key middle office processes.

The power of partnerships: Meeting the demand for digital

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Anil Venuturupalli, Chief Operating Officer at HSBC Private Banking

Is Asia set to become the global force in private markets?

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by John Leung, Client Director for Asia at Delio

Munnyport partners Cairngorm Capital on wealth management group

Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.

PE firm makes double acquisition to create UK wealth manager

The acquisitions are expected to complete shortly

Fifth Third Bank to replace inhouse developed core platform with FIS

The bank will deploy FIS Unity, a leading-edge global wealth management platform that is fully integrated with FIS trust accounting

Bambu acquires investment management technology provider Tradesocio to accelerate global growth

The acquisition of Tradesocio will extend Bambu's digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion

WealthTech Talks: Automation & Covid - How Wealth Managers Have Responded

Covid-19 has shone a bright light on inefficiency and the need to automate many of the mundane

Temasek posts 24.5% one-year return; posts record investments and divestments

The questions comes as Temasek's geographical exposure to China is the largest, at 27 per cent, as at March 31, 2021.

Gaining an edge through ESG investing: Are wealth managers ready?

Different industries face different levels of ESG risk, and therefore divergence can be very significant.

UBS, Envestnet and iCapital Network® leverage technology and investment prowess to expand alternative investment offering

Envestnet to provide access to a curated menu of alternative investments by UBS and iCapital Network through new Alternatives Exchange, leveraging iCapital's turnkey technology solution

What does the Digital Agenda look like for the Next Normal?

Wealth Managers are at various stages of enacting their digital agenda, but they generally agree on their most important immediate priorities

Wealth & Asset Management