Managers of Wealth Fintech

Open Finance: A New Era of Collaboration is Coming

It means embracing better ideas from open minded people and the collaboration of smart companies, so smart ideas are not monopolised and are shared

Credit Suisse backed FundsDLT to go live with Azimut Investments

Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.

Bambu and Moven join forces on digital wealth management

The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.

Building a Better Marketing Engine for Asset Management

New report details how marketing is evolving and the actions marketers can take to drive superior outcomes.

Bank of England’s ‘Britcoin’ will drive the price of Bitcoin higher

“If the Bank and government officials believe Britcoin will supersede Bitcoin, they are mistaken. In fact, it will have the opposite effect.”

Embedded ecosystems – the road ahead

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer

JPMorgan to give all wealth clients access to crypto funds - Business Insider

Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.

Pascal chosen for ventureLAB accelerator program

Fintech provider to receive advisory support as it takes digital wealth management platform to market

SIMON raises $100 million for Digital Wealth Management Platform

This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.

Prometia and Fabrick apply Open banking and AI to launch new digital wealth platform

The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.

InvestCloud wins wealth management deal with BNP Paribas

BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs

How Impact Technology Can Help Family Offices Move The Dial

This lack of data opens investors and family offices to the risk of inadvertently investing in something that is not strategically aligned with their objectives and values.

New fully automated Custody platform for global operations in Axia Suite

Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.

Brooks says landmark tech overhaul on track despite CEO switch

As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.

SEI Reports Second-Quarter 2021 Financial Results

Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.

Credit Suisse leads $20 million round in financial data company Daloopa

With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally

WealthTech Spotlight: In discussion with Alt/Ave

Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.

Leveraging Robot Algorithms

When talking about structure, we also refer to the page and line where the strings to acquire are located along with their placement within the line and their format, which may be fixed as for dates and tax code, or variable.

Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders

Asset managers to benefit from flexible workspaces and intuitive workflows

corfinancial’s Salerio Selected by Man Group as Treasury Solution for FX Processing

The investment management firm’s international growth has relied increasingly upon Salerio, which automates key middle office processes.

Wealth & Asset Management