Managers of Wealth Fintech

Nutmeg losses spiral to £21m

Nutmeg has attempted to diversify its revenue streams in recent years.

Tegra118 taps Finantix for wealth front office facelift

Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers.

Bank of Montreal : BMO WealthPath® Launches New Interactive Scenarios For Navigating Change

"By empowering our clients with a visual, comprehensive wealth plan, we make it possible for them to see how changes can affect their plans and they will be equipped to make more informed and confident choices ahead."

Select Wealth Roll Out New Online Advice Process

The process leads an adviser through the fact find and needs analysis process, allowing them to collect and store client information electronically.

A brave new world with virtual worlds

How virtual worlds are the next evolution in communication and collaboration

UK wealth manager goes live on SEI Wealth Platform

UK wealth manager is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets.

Dorsey & Whitney Trust Company and Hills Bank and Trust Go Live on the SEI Wealth Platform in a Fully Remote Environment

Readiness and Trusted Strategic Partnership at the Root of Successful Virtual Client Implementations

Hong Kong Virtual Banks Eye Wealth Management

Seven out of the eight licensed virtual banks have officially opened for business with the final entrant

Cantonal bank teams up with consulting firm to boost IAM services digitisation

The bank aims to connect its custodian bank services with external asset managers.

St. James’s Place Extends Multiyear Relationship with SS&C

The largest U.K. wealth manager cites strategic partnership, responsive service and peace of mind as key reasons to extend agreement

Flinks launches data connectivity tool for Canadian wealth management platforms

Through Investments, information is standardized across each institution, allowing providers to understand and use financial data in a straightforward manner.

Avaloq connects with Enterprise Bot

Enterprise Bot uses a pre-integrated system to establish an AI customer service agent for Avaloq’s banking and wealth management clients.

What Drives Digital Transformation In Banking?

Ultimately, digitalization leads to the creation of new business models and the development of an open ecosystem involving all the players in the market.

Schroders deploys SteelEye for Mifir transaction reporting

SteelEye, the compliance technology and data analytics firm, has been selected by the world-class investment manager, Schroders. The FTSE100 listed global investment manager with over £500bn assets under management deployed SteelEye in July 2020.

What is synthesized data?

A synthesized database provides an environment in which to develop and test new software solutions

The rise of digital custodians

Role seen as crucial in digital assets market which is expected to reach US$10 trillion by 2023

Without In-Person Meetings, Some in Wealth Management Turn to VR

Morningstar and Fidelity have tapped virtual reality, one for a new conference experience, the other for employee onboarding.

UK tech awards 2020 - Shortlist announced

The awards are sponsored by PwC in association with Silicon Valley Bank and produced and owned by Ford Sinclair Ltd.

We’ve officially launched a new virtual bank Mox in Hong Kong

It also underscores Standard Chartered’s continued momentum in digitising its Retail Banking business and building strong strategic collaborations in response to the changing digital habits of clients across its markets.

Refinitiv Wealth Management boosts AssetMark platform

Refinitiv’s collaboration with AssetMark will enable an improved client experience and technology to drive scale for both AssetMark and its financial advisor clients.

Wealth & Asset Management