11/02/2021
Fintso acquires WealthMagic SaaS from Datacomp
The state-of-the-art cloud-native platform enables them to expand their reach while benefitting from cutting-edge AI-based advisory.
Wealth & Asset Management
10/29/2021
SS&C Technologies Releases Q3 2021 Earnings Results
SS&C continues to gain momentum from the first half of year
10/29/2021
Wealthtech player raises $47m
All of the products are designed to "help bridge the gap" between retail investors, financial advisors, and asset managers and focus on "proven science, investment management, software, and algo technology".
10/29/2021
Temenos adds Marqeta to app marketplace
The integration of Marqeta enables Temenos’ banking and financial institution customers to leverage Marqeta’s open API, Tokenization as a Service
10/28/2021
Broadridge Announces Go-Live of Global Proxy Sub-Custody Services in Switzerland
The Swiss service is the latest market-ready addition to Broadridge's fast-growing sub-custody Direct Market Solutions (DMS) product suite that can directly connect investors and issuers.
10/28/2021
Gen Z: How to win the next generation of wealth? Key opportunities revealed
As a result, Gen Z’s journey seems to be parallel to other client generations’ but traveling along a different path.
10/27/2021
Broadridge Partners with Equisoft to enhance Wealth Technology Platform
Broadridge is a global Fintech leader that delivers a single, consolidated Wealth Platform designed to modernize a financial firm's entire business.
10/27/2021
How to become a leading, digitally-enabled Wealth Manager
There is a shift in the market to consider flexible modular architecture as opposed to a one size fits all approach.
10/26/2021
SEI Acquires investor lifecycle management firm
Finomial’s cloud-based technology is expected to complement SEI’s existing platforms
10/26/2021
SEI buys Finomial
This technology will add data-mapping tools, flexible data models, and rules engines to further enhance current capabilities.
10/25/2021
A new digital paradigm for client onboarding
Truth be told about traditional client onboarding: it’s all about slow processes driving poor customer experience.
10/25/2021
Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions
The new solution will empower Broadridge’s client base with direct access to NYFIX Matching’s automated trade allocation
10/24/2021
Nigeria digital bank Brass raises $1.7m funding round exploring Africa expansion
Brass has thus far served thousands of businesses and helped disburse over $2 million in credit
10/22/2021
Fintech opens Zurich wealth management hub under PB veteran
Estating offers fractional access to individual property investments.
10/20/2021
Acclaim - Adaptable Team, Flat Structure and Flexible Product is a Winning Formula
Considering this context, my response to this question is that we have further enhanced our resilience in terms of working
10/20/2021
SEI Reports Third-Quarter 2021 Financial Results
Our talented workforce is the key to our ability to serve our clients globally and create opportunities for our future.
10/19/2021
Digital change: the magic solution?
The take up for this is very encouraging and firms have seen a significant improvement in client satisfaction as a result.
10/19/2021
Wealth8 partners with WealthKernel to launch an investment app
Headquartered in the UK, Wealth8 is a wealth-management platform helping to connect people with wealth and investment opportunities by providing easy access to global investment products.
10/19/2021
Global private wealth platform Kristal hits 500 mn dollars AUM landmark
It is experiences like these that have made Kristal the no.1 wealth manager in the mass affluent & emerging HNI segment of Asia.
10/18/2021
Client segments have been re-shaped—and advisers need to adapt
The turbulence and uncertainty of financial markets has seen many wealth firms experience an uplift in AUM, with advisers getting closer to clients and becoming the primary touchpoint of their financial lives.