Managers of Wealth Fintech

SEI Investments plots next moves for financial advisors

The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.

SS&C Launches New Treasury Management Platform

Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions

Smith & Williamson announces partnership with Innovate Finance

Within the partnership, Smith & Williamson and Innovate Finance will collaborate on a series of events and thought-leadership insights for members including findings from a survey on key fintech themes, including collaboration between start-ups and in

SEI Reports Fourth-Quarter 2021 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2021

M&G teams with Moneyfarm for digital wealth management service in UK

Designed by M&G Wealth, this new direct digital service will be tailored to meet a range of customer risk appetites and profiles through a collection of multi-asset model portfolios, backed by a selection of actively-managed and passive funds.

RBC moves its Asia wealth management platform to the cloud, powered by Avaloq technology

Avaloq has been serving RBC Wealth Management’s growing Asia operations since 2012

Wise Alpha forges strategic partnership

WiseAlpha and Fortu Wealth are both optimistic that this partnership will expand their enthusiastic client base around the globe as well as educating and raising awareness of their forward-looking products and services.

Bank Julius Baer joins the OpenWealth Association

By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.

Kakou Technologies: The B Corp Engineering change through community

We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion

Schroders and Nexus develop tech-based fund accounting

The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.

"Showtime" as "big majority" of Wealthsimple UK investors migrate to Moneyfarm

The migration of clients between the digital wealth managers is set to take place later this month.

Zoe Announces Partnership with Wealth Advisor

Excellence and accountability are two of the main values that each of their advisors works by and all of them are passionate about helping clients formulate plans to achieve their purposes.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

Analytics transformation in wealth management

Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.

Wealth Solutions Report Welcomes Adam Malamed and Susan Theder to Panel of Judges for WSR Growth & Innovation Awards

Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year

BBVA Switzerland expands its crypto offering with the support of Avaloq technology

A key benefit of this solution is that the crypto management system is linked with Avaloq’s banking platforms, alongside other asset classes.

IQ-EQ Selects DealCloud

Comprehensive Platform Will Enhance Relationship Management for Global Investor Services Group

ERI wins two awards with its client Stern International Bank at the IBSI Global Fintech Innovation Awards 2021

These awards distinguish outstanding organisations from across the globe, with 191 banks and technology companies submitting 180 nominations from 48 countries.

Swiss Private Bank inks Collaboration deal

The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank

iFast to acquire 85% stake in UK digital bank

The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.

Wealth & Asset Management