Managers of Wealth Fintech

Finuevo Digital: Onboarding process launched

Digital Onboarding can be initiated either from an external source, such as an advertisement on social media or ad-hoc from the app/website.

FinTech, Cirdan Capital Selects Axia

Profile has a long history of developing innovative financial software solutions.

Fintech Delio secures $8.3m growth funding

Private markets have become increasingly attractive to both institutional and individual investors.

Nomura, a Japanese wealth manager, to analyze crypto and NFTs through new section

As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.

The future of wealth management: giving advice beyond the hybrid

Technology must combine with human touch to offer investment solutions that meet individual client requirements.

Kingswood ships new online client portal

Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice

What Advisors Want From WealthTech

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients.

Scaling Digitisation for Growth and Efficiency in Asia

Within the transaction-heavy Asian wealth management market, relationship managers are accustomed to servicing a handful of clients; their focus predominantly on elderly, highly-engaged HNWIs.

CREALOGIX digitises funding applications for BAB, the development bank for Bremen and Bremerhaven

With the aim of introducing a standardised customer portal, BAB now relies on the funding portal from CREALOGIX.

Objectway confirmed as key partner in Rathbones’ digital strategy

In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget.

Wealthtech Savvy raises $7.3 million

Savvy’s holistic platform enables growth opportunities at every point for wealth managers, which allows them to be more efficient with their time and scale their revenue by up to four-times.

Is Never Normal the New Normal?

It’s said – states Jeff Goldblum in an iconic scene of Jurassic Park – that a butterfly flaps its wings in Beijing and there’s rain rather than sun in New York.

UK assets on GBST’s Composer Wealth Management Platform, grow by a fifth in 2021

The continued year-on-year increase in assets reflects the success of GBST’s UK wealth management clients

Asian tech: coming of age

Many young companies have become best-in-class local champions and present attractive investment opportunities.

How the pandemic has proved robo-advice will not take over

In August last year, Lloyds Bank announced the acquisition of Embark Group for £390m with the aim of targeting the top-three spot in the robo-advice market.

Broadridge Report Shows Global Class Action Securities Litigation Tops $3 Billion, With Claims Filing Opportunities Increasing 50% in 2021

Increase in SPAC and Cryptocurrency Class Actions, Decrease in M&A Class Actions

Wealth & Asset Management