Managers of Wealth Fintech

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

SEI Reports Fourth-Quarter 2021 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2021

M&G teams with Moneyfarm for digital wealth management service in UK

Designed by M&G Wealth, this new direct digital service will be tailored to meet a range of customer risk appetites and profiles through a collection of multi-asset model portfolios, backed by a selection of actively-managed and passive funds.

RBC moves its Asia wealth management platform to the cloud, powered by Avaloq technology

Avaloq has been serving RBC Wealth Management’s growing Asia operations since 2012

Wise Alpha forges strategic partnership

WiseAlpha and Fortu Wealth are both optimistic that this partnership will expand their enthusiastic client base around the globe as well as educating and raising awareness of their forward-looking products and services.

Bank Julius Baer joins the OpenWealth Association

By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.

Kakou Technologies: The B Corp Engineering change through community

We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion

Schroders and Nexus develop tech-based fund accounting

The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.

"Showtime" as "big majority" of Wealthsimple UK investors migrate to Moneyfarm

The migration of clients between the digital wealth managers is set to take place later this month.

Zoe Announces Partnership with Wealth Advisor

Excellence and accountability are two of the main values that each of their advisors works by and all of them are passionate about helping clients formulate plans to achieve their purposes.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

Analytics transformation in wealth management

Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.

Wealth & Asset Management