04/27/2021
SS&C Technologies Releases Q1 2021 Earnings Results
Q1 2021 GAAP revenue $1,233.4 million, up 5.1%, Fully Diluted GAAP Earnings Per Share $0.65, up 75.7%
Wealth & Asset Management
04/27/2021
Wealth tech firm Tiller launches Mattioli app
The end-to-end digital application Tiller will have a digital interface enabling new clients to sign up, portfolio monitoring and client reporting.
04/27/2021
SS&C Announces 1H2021 SS&C Advent Product Updates
The strong and collaborative partnership we have and continue to cultivate with our clients is integral to building trusted solutions and services
04/26/2021
The Wealth Mosaic announces content publishing partnership with Managers of Wealth
The partnership between the two business will have multiple strands but is focused first on the distribution of technology and related content from TWM’s community through the various relevant news portals of Managers of Wealth.
04/26/2021
Why Wealth Management Firms Must Improve Digitally in the Next Normal
According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.
04/26/2021
Where will wealth take clients next?
Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences.
04/23/2021
Fintech Robos migrates to cloud-only infrastructure with AWS
We are a B2B Fintech company, providing our partners with leading-edge technology for offering mobile-first and cloud-only savings and investments services
04/22/2021
My Prognosis for Remote Working in Wealth Management
A further 76% added that they are more productive, due to the lack of commute and fewer distractions – a sentiment echoed by Rathbones fund manager Alexandra Jackson, who has experienced tangible improvements in both work performance and family life
04/22/2021
Avaloq enters partnership with Adviscent to provide smart content solutions for wealth managers and private banks
In response to this challenge, Adviscent developed a savvy content hub called Interactive Advisor for content owners like research analysts, investment writers and sales managers to create, manage and distribute guided investment stories tailored to the r
04/22/2021
SEI Reports First-Quarter 2021 Financial Results
Our long-term success is built on a strong foundation of advancing our suite of solutions
04/21/2021
Banks enhance UX by accelerating investment in digital technologies
Industry analysts predict the pandemic will only help these new, digital trends become a reality faster.
04/21/2021
FNZ Told For A Secod Time To Undo GBST Acquisition
Its other offerings serve wealth managers, retail brokers, custodians, and margin lenders, officials say.
04/21/2021
Temenos Announces a Strong Start to the Year With Q1-21 Total Bookings up 105% Giving Confidence in Delivering FY-21
Total Bookings growth of 105% SaaS ACV growth of 130% Total Software Licensing growth of 26% EBIT growth of 31% FCF growth of 28%
04/20/2021
London-based wealthtech Bite Investments bags funding for its alternative investment platform
“It is a testimony to how the financial industry and investor community are gravitating toward alternative investment opportunities, as well as digitalisation and its transformative value.”
04/19/2021
Contemi Solutions Joins Managing General Agents’ Association to Empower MGAS with its Digital Capabilities
As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.
04/19/2021
3 WealthTech companies transforming the European financial market
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.
04/16/2021
Asia strategy intact as digital push intensifies
Deutsche Bank’s new global head of securities services, Paul Maley, shares his thoughts on building Asia and the promise of digital in disrupting the custody business in an exclusive interview with The Asset
04/15/2021
Ikigai chooses WealthKernel as custodian
WealthKernel works alongside ikigai’s other API financial partners, such as Railsbank, so that ikigai can focus on delivering best-in-class, premium products and services to its clients.
04/15/2021
Julius Baer Rolls Out Digital Advisor in Asia
The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.
04/15/2021
Marstone and Detalus Advisors Partner to Bring Digital Wealth Management to Customers Representing Over $1.6 Billion in Assets under Management and Advisement
To attract and retain digitally-native consumers, Detalus taps Marstone to ensure financial wellness can be easily accessed and managed from a single platform