Managers of Wealth Fintech

Kingswood ships new online client portal

Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice

What Advisors Want From WealthTech

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients.

Scaling Digitisation for Growth and Efficiency in Asia

Within the transaction-heavy Asian wealth management market, relationship managers are accustomed to servicing a handful of clients; their focus predominantly on elderly, highly-engaged HNWIs.

CREALOGIX digitises funding applications for BAB, the development bank for Bremen and Bremerhaven

With the aim of introducing a standardised customer portal, BAB now relies on the funding portal from CREALOGIX.

Objectway confirmed as key partner in Rathbones’ digital strategy

In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget.

Wealthtech Savvy raises $7.3 million

Savvy’s holistic platform enables growth opportunities at every point for wealth managers, which allows them to be more efficient with their time and scale their revenue by up to four-times.

Is Never Normal the New Normal?

It’s said – states Jeff Goldblum in an iconic scene of Jurassic Park – that a butterfly flaps its wings in Beijing and there’s rain rather than sun in New York.

UK assets on GBST’s Composer Wealth Management Platform, grow by a fifth in 2021

The continued year-on-year increase in assets reflects the success of GBST’s UK wealth management clients

Asian tech: coming of age

Many young companies have become best-in-class local champions and present attractive investment opportunities.

How the pandemic has proved robo-advice will not take over

In August last year, Lloyds Bank announced the acquisition of Embark Group for £390m with the aim of targeting the top-three spot in the robo-advice market.

Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021

Increase in SPAC and Cryptocurrency Class Actions, Decrease in M&A Class Actions

Schwab launches digital financial planning action centre

The Financial Planning Action Center is available as of February 23rd, 2022.

Wealth management in the new world

Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.

Andes Wealth Technologies announces integration with Orion Advisor Solutions

Andes Wealth Platform provides award-winning behavioral finance and risk solutions for financial advisors.

Objectway Joins Euronext's Techshare Programme

Euronext's TechShare platform will help raise awareness of companies in the Tech sector.

Tenovos Named a Strong Performer in Digital Asset Management for Customer Experience by Independent Research Firm

Tenovos received some of its highest scores in the criteria of enterprise platform integration, product vision, market approach, and video and emerging content support.

Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business

"We are pleased to add FinClear to our growing client base in APAC," said Darren Crowther, General Manager of Broadridge's SFCM.

Zoe Announces partnership with wealth management firm

Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.

J Safra Sarasin takes full control of Swiss bank in digital push

bank zweiplus offers trading and custody services and has a sophisticated offering specifically tailored to direct clients and clients of independent asset managers and insurance companies.

Discussing top trends in 2022 for the Wealth Management sector

Firms need to deploy exciting ways to gain the audience’s attention and win new clients

Wealth & Asset Management