Managers of Wealth Fintech

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)

Quantifeed Partners With MUFG To Launch Investment App in Japan

The app also enables customers to fund their portfolios from ATM machines, facilitating crucial offline-to-online interaction.

Broadridge Extends Capital Markets Franchise with Acquisition of Itiviti

The combination of our technology, solutions and people will unlock significant value for our clients and drive long-term growth for our combined business.

Avalon SteriTech and SoftBank Robotics launch 2-in-1 AI-powered cleaning and disinfection robotics solution for a new era of community-wide smart cleaning

92% of Asian consumers say that businesses need to enhance disinfection protocols if businesses wish to restore visitor confidence when visiting leisure and entertainment venues

Wealth & Asset Management