Managers of Wealth Fintech

Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech

Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey

Mitsubishi UFJ Financial unveils wealth platform

InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors

Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report

WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

CLMi’s lean and agile infrastructure eliminates the need for complex and time-consuming configuration

Authentic Opportunity: Wealth Managers Need A Strategy For Digital Assets

Nobody predicted just quite how quickly NFTs would go mainstream.

HSBC joins Bian

Due to the scale of its business, HSBC brings a wealth of perspective to BIAN.

Wealth 8 launches stocks and shares Isa to bridge ethnicity wealth gap: how does it compare?

Find out how the investment platform compares to Vanguard, AJ Bell and more

Iress partners with Cosaic to bring ChartIQ to its market data platform

The integration means Iress Pro users can analyse data faster, more accurately and in a more flexible way.

d1g1t Announces Strong Growth

Toronto-Based Enterprise Wealth Management Fintech Has Doubled Revenues Since the Pandemic Started Despite Challenges Facing Broader Economy

Allfunds to list on Euronext Amsterdam

Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.

Digital Advisor Stashaway Rolls Out Hong Kong Platform

Stashaway offers 12 globally diversified growth-oriented investment portfolios targeting different levels of risk, with management fees of between 0.2–0.8 percent

Unified managed accounts can propel wealth manager success

One challenge is addressing client investments that are more complex.

Objectway As You've Never Seen It: A Tale Of A Rebranding

We pursue a different, fresher and original style; starting from the website to the product offering, the whole Objectway’s imagine experiences a radical metamorphosis.

Broadridge Fi360 Solutions Annual Conference to Explore State of ESG Investing, Fiduciary and Financial Wellness

2021 agenda features thought-provoking discussions from industry leaders, learning sessions and workshops

NICE Actimize Achieves FinTech Breakthrough Award for Innovation in Wealth Management Surveillance and Compliance

The SURVEIL-X AI-driven cloud solution automates global compliance processes, leveraging NICE Actimize's communications surveillance, as well as sales practices and suitability capabilities

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain

That’s why our clients are demanding a tailored, automated securities lending service they can offer to their end customers.

SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors

Technology Designed to Help Advisors Build Better Financial Futures for Clients

The Future of Wealth Management

How hybrid advisory models are transforming the industry

Contemi Solutions enhances corporate actions solution

Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.

Wealth Management In 2021: From Surviving Remotely To Thriving Remotely

April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)

Wealth & Asset Management