04/15/2021
Julius Baer Rolls Out Digital Advisor in Asia
The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.
Wealth & Asset Management
04/15/2021
Marstone and Detalus Advisors Partner to Bring Digital Wealth Management to Customers Representing Over $1.6 Billion in Assets under Management and Advisement
To attract and retain digitally-native consumers, Detalus taps Marstone to ensure financial wellness can be easily accessed and managed from a single platform
04/14/2021
Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech
Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey
04/14/2021
Mitsubishi UFJ Financial unveils wealth platform
InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors
04/14/2021
Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report
WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem
04/13/2021
Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms
CLMi’s lean and agile infrastructure eliminates the need for complex and time-consuming configuration
04/13/2021
Authentic Opportunity: Wealth Managers Need A Strategy For Digital Assets
Nobody predicted just quite how quickly NFTs would go mainstream.
04/13/2021
HSBC joins Bian
Due to the scale of its business, HSBC brings a wealth of perspective to BIAN.
04/12/2021
Wealth 8 launches stocks and shares Isa to bridge ethnicity wealth gap: how does it compare?
Find out how the investment platform compares to Vanguard, AJ Bell and more
04/12/2021
Iress partners with Cosaic to bring ChartIQ to its market data platform
The integration means Iress Pro users can analyse data faster, more accurately and in a more flexible way.
04/09/2021
d1g1t Announces Strong Growth
Toronto-Based Enterprise Wealth Management Fintech Has Doubled Revenues Since the Pandemic Started Despite Challenges Facing Broader Economy
04/08/2021
Allfunds to list on Euronext Amsterdam
Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.
04/07/2021
Digital Advisor Stashaway Rolls Out Hong Kong Platform
Stashaway offers 12 globally diversified growth-oriented investment portfolios targeting different levels of risk, with management fees of between 0.2–0.8 percent
04/06/2021
Unified managed accounts can propel wealth manager success
One challenge is addressing client investments that are more complex.
04/06/2021
Objectway As You've Never Seen It: A Tale Of A Rebranding
We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.
04/06/2021
Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness
2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops
04/05/2021
NICE Actimize Achieves FinTech Breakthrough Award for Innovation in Wealth Management Surveillance and Compliance
The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities
04/01/2021
Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain
That’s why our clients are demanding a tailored, automated securities lending service they can offer to their end customers.
03/31/2021
SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors
Technology Designed to Help Advisors Build Better Financial Futures for Clients
03/30/2021
The Future of Wealth Management
How hybrid advisory models are transforming the industry