Managers of Wealth Fintech

Online trading group plans expansion into wealth management

“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”

Instant Payments: Innovating the Way We Pay

The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.

Scalable Capital raises more than USD180m in Series E round

Scalable Capital, a fast growing neo-broker and one of Europe's largest digital wealth managers, has raised more than USD180 million (EUR150 million) in a Series E funding round led by by China’s leading technology company Tencent.

Broadridge Expands Wealth Management Capabilities

Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors

Democratizing Wealth Management

Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.

Playing to strengths – How can technology and people work best together?

Article based on TWM’s webinar on moving from people vs tech to people & tech

Standard Chartered unveils wealth management app

Clients will be able to schedule appointments to talk to their relationship managers online

Broadridge Collaborates with AWS to Extend its Private Market Hub, the Industry-Leading Private Equity Blockchain Solution

Latest release adds connectivity to existing industry tools and technologies

Mashreq partners with Comarch to digitize wealth management and enhance customer experience

A comprehensive suite of new digital technologies as well as a strong client experience

Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation

Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement

CSOP Asset Management Ltd. Chooses SS&C to Support Operations

Offshore Chinese asset manager replaces legacy system with Eze Investment Suite

Orion and HiddenLevers Announce First Post-Acquisition Deal With Cardea Capital

Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction

SS&C Signs Multiple Clients to its FRTB Solution

Nova Ljubljanska banka and SDC implement SS&C Algorithmics' Fundamental Review of the Trading Book solution ahead of the deadline

Effective change – the importance of aligning strategy, culture and compensation

Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.

What’s the new digital playbook for wealth management?

New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences

Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform

Sequoia Financial Group is committed to providing its advisors with the latest resources to enhance client engagement.

The St.Galler Kantonalbank relies on the CREALOGIX Hybrid Platform

The hybrid platform allows the existing architecture to be combined with new applications, which is both cost-efficient and offers additional scaling potential.

Which tech trends will accelerate when payments turn real time?

Consumer-oriented companies value the increased speed of funds transfer, especially in the retail business.

ESG: A major differentiator of wealth management firms

Firms are at considerably different stages of readiness and many still have a lot of operational work to do.

“The Great Generational Digital Wealth Transfer”

The Private Banking sector has become an important participant in the post-trade world of securities settlement and clearing – a domain that is also on the verge of its own transformation, thanks to the introduction of blockchain techn

Wealth & Asset Management