Managers of Wealth Fintech

Avaloq’s acquisition by NEC successfully completed

Avaloq and NEC will be placing great emphasis on building a strong long-term relationship.

SS&C GlobeOp Forward Redemption Indicator: December notifications 3.95%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

4 exciting Swiss FinTech companies disrupting the financial space

The integration will leverage TrueLayer’s Data and Payment APIs for enabling Numbrs’ users to combine their external bank accounts in one place.

Open-source: the missing piece in your digital transformation puzzle

Rapidly shifting business conditions are compelling organisations to rethink how they operate.

Greater than the sum of the parts - excellence through collaboration

FinTech innovation and the need for agile, flexible wealth management operating models means technology providers should combine forces to create valuable services, says Tom Williams, CEO of Point Group

Indigita & ERI Bancaire integrate automatic cross-border controls

The integrated solution can be applied to the various modules of the OLYMPIC Banking System and its rule engine functions with standard and customised country manuals.

Using technology to improve the management of investment portfolios- the view from Etops

This creates an ideal environment for flexible multi-bank setups in all reporting and data visualization areas as well as for wealth management platforms.

Major French Private Bank Digitises Onboarding with Wealth Dynamix

In recent years the bank has invested in technology to enrich client experience throughout the initial prospecting, engagement and sales cycle.

State Street launches cloud-native Alpha Data Platform for wealth managers

The platform enables clients to seamlessly assemble and access investment data spanning internal and third-party services across their investment processes.

Private equity firm signs third acquisition in the UK wealth management platform space

Acquisition marks the third investment

Former J.P. Morgan leadership team launches wealth management platform

We understand these challenges and have built a solution to address them.

Wealth Manager: Are You Ready To shape Your Future?

Read about their discussion in this report

Benelux-based wealth manager selects Objectway

Objectway's Client Onboarding solution, part of the WealthTech Suite, will replace the manual data entry system of KBC Securities Services currently in use and will improve processing times and data quality.

SEI Unveils Enhanced User Interface for the Archway Platform

SEI’s Archway Platform and suite of family office services are leveraged by hundreds of family offices and high-net-worth families.

Alpian Selects Temenos SaaS

Temenos Transact delivered as SaaS will enable Alpian to get to market faster, lower operational costs and benefit from increased ROE.

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

SEI's Modern Technology Offering and Robust Integration Strategy Key to Growth

Altendorf and Zurich WM tech firms merge, will have CHF 50bn clients

Together, their clients will include Bellevue Asset Management, Entrepreneur Partners, Finaport, Globalance Bank and VT Wealth.

Private Client Resources acquires European Data Aggregation Firm

The market for global investment data aggregation is growing.

SS&C Intralinks Sees Mergers & Acquisitions Increasing in 2021

Latest SS&C Intralinks Deal Flow Predictor forecasts an 18 percent increase in worldwide M&A announcements in H1 2021

Janus Henderson Taps SS&C, IFDS For BPO, Transfer Agency Services

Joint venture will service international funds

Wealth & Asset Management