Managers of Wealth Fintech

Findex selects Iress

Iress will support all areas of Findex’s financial advice and risk insurance business with technology that underpins its advice operations, compliance processes, and investment portfolio strategy development.

Digital assistants: alleviating burdens permeating wealth management

Digital technologies will help wealth managers innovate and offer investors more hyper-personalised, data-driven advice and engagement models.

ERI Has Been Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022

These awards recognise the very best operators in Swiss wealth management

SEI taps into Malaysian wealth management industry

The company joins Malaysia’s Maybank Group to expand investment access for rich Malaysians.

ERI's Olympic Banking System Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022

Showcasing best-of-breed products in the Swiss region, the awards have been designed to distinguish outstanding organisations

Broadridge Among FORTUNE Magazine's 2022 'World's Most Admired Companies'

These accolades exemplify Broadridge's ability to be at the forefront of emerging technology and its consistency providing innovative solutions to the financial services industry.

Echelon Wealth Partners financial advisors now benefit from Croesus solutions

This is another step towards our goal of offering Croesus to as many investors as possible," said Sylvain Simpson, President of Croesus.

Avaloq enters digital banking partnership with BG Suisse

The foundation of BG Suisse’s digital banking platform will be Avaloq Core which is going to be delivered through a Software as a Service (SaaS) model.

Carlyle Expands Wealth Management Channel through Partnership with iCapital and Allfunds

Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.

SEI Partners with Maybank Group

SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership

2022 Could Be The Year Of The Wealth Tech User Experience

Many advisors and wealth managers, along with their technology partners, have worked continuously on upgrading their client experience, especially after Covid-19 sent many people into a long-term work-from-home environment and made it difficult to travel

UBS Gets a Dose of Digital Disruption in CEO’s First Major Move

CEO announced acquisition to push into automated advisory

Preliminary information on CREALOGIX in the first half of 2021/2022 and the status of its transformation into a SaaS provider

Due to the successful implementation of the strategy to become a SaaS provider, sales and profit will stabilise at a higher level in the medium term.

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

Wealth & Asset Management