Managers of Wealth Fintech

Allfunds Partnership Tokenizes Private Markets Access

We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.

The Future of Wealth Management: Pension Funds and the Promise of Tokenized Assets

This evolution is more than a technological shift—it’s an opportunity to redefine access, efficiency, and growth in a sector long dominated by traditional models.

S64 appointed to deliver cutting edge technology platform to enhance ODDO BHF’s private markets offering

Working in close partnership with ODDO BHF to understand their specific requirements, S64 have designed and implemented a front-to-back solution tailored to ODDO BHF’s core markets of France and Germany.

Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024

Everest Group PEAK Matrix® highlights Broadridge’s relative market success and overall capability of technology based on performance, experiences, ability, and knowledge

Family Office Summit unites global leaders in investment and innovation

Groundbreaking Discussions and First-Time Visitors Highlight Fourth Summit Success in Abu DhabiGroundbreaking Discussions and First-Time Visitors Highlight Fourth Summit Success in Abu Dhabi

Vega Technology wins WealthBriefing award for Onboarding Innovation

The award reflects our commitment to enabling the wealth management and trust industry to integrate exceptional client relationships into their digital processes.

Berlin-based WealthTech startup NAO raises €3.4 million

Everyone should be able to invest in alternative asset classes like private equity as easily as they do in stocks or ETFs.

Potential for growth with low margins

The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria

Third Financial launches customisable mobile app

It has all the latest security and authentication features, and is fully customisable, so can be provided to the clients of Third Financial using the advisers’ and investment managers’ own brand.

WealthKernel embeds savings accounts with Griffin’s BaaS platform

Wealthtech says the accounts will allow customers to “earn interest on funds they may not yet wish to commit to longer-term investments

Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award

The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.

WealthKernel joins forces with Griffin to offer savings accounts

Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.

FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution

The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.

Objectway in the Top100 of sustainable ICT

Social impact and quality of innovation make the difference

Wealth Management Startups See Funding Rise

There’s nothing terrible about this sort of asset assortment.

Avaloq and Quadient team up to transform client communications

Financial services technology provider Avaloq integrates Quadient Inspire to enhance customer communication management.

MUFG to buy robo-advisor for $664m

Mitsubishi UFJ Financial Group (MUFG) says it will pay $664 million to take 100% ownership of robo-advisor WealthNavi.

Client experience – trends and developments

Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting

Manzil Wealth introduces new halal wealth management platform in Canada

Manzil Wealth concluded its statement by inviting financial advisors from across Canada to join its platform.

SimCorp extends partnership with Deutsche Bank in Asia Pacific

This renewal will allow Deutsche Bank to keep providing fund administration and accounting services using SimCorp One.

Wealth & Asset Management