Managers of Wealth Fintech

Basel IAM strikes fund distribution deal with German fintech

The fund invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.

Broadridge Reports Second Quarter Fiscal Year 2021 Results

Total revenues increased 9% to $1,055 million from $969 million in the prior year period.

Refinitiv Wealth Management Report – ‘Redefining Investor Data Needs’ – Highlights the Growing Needs of Self-directed and Advisory Clients

The study finds that self-directed and advisory clients’ needs are rapidly changing.

Forrester report reveals top emerging technologies in banking in 2021

Banks, cites the report, are set to bet big on "hot" technology investments such as CX and openness

London Stock Exchange completes acquisition of Refinitiv

LSEG is focused on delivering the benefits of the transaction helping customers to access data, trading tools, analytics and risk management across the financial markets

SEI Reports Fourth-Quarter 2020 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2020

BlackRock-backed robo-adviser to close UK consumer platform

Scalable is one of the largest of a group of so-called robo-advisers in Europe which offer wealth management tools online and at relatively low cost.

Segment of one – the ultimate in customer personalisation

The segment of one concept may at first seem daunting for any institution

Capco and Envizage join forces

The ability to use data analytics to improve financial awareness and planning for customers, and to help businesses improve customer personalisation and cross-selling through different channels - mobile, desktop, contact centre agents or advisors - was pa

Broadridge to Become an Approved SFT Submitter for DTCC's Securities Financing Transaction Clearing Service

With flexible technology and extensive connectivity to post-trade applications, the solution will allow firms to leverage the benefits of a central clearing model while freeing up credit lines

Digitising the Investment Proposal Process

Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.

The future of wealth management

As a result, wealth management clients are ready for more support throughout their family’s financial lives.

Temenos unveils corporate lending platform

Temenos’ enhanced corporate loan origination capabilities help banks manage the entire loan lifecycle, from pre-screening to underwriting, due diligence, document capture, credit administration, acceptance and closing.

Avaloq introduces consulting firm d-fine as a Special Service Partner

Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.

Investcorp's new iPartners platform allows UHNWIs access private investment opportunities

Investcorp iPartners was developed in collaboration with iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries.

Nikko Asset Management selects GoldenSource Nexus for global investment data management

Head-quartered in Tokyo, the global asset manager will use GoldenSource Nexus to gain operational efficiencies and focus on growing the business.

GBST grows UK assets on Composer® Wealth Management Platform, to over £150bn in 2020

The increase in assets reflects the continued success of UK wealth management clients supported by GBST’s robust, scalable technology.

Farther Finance Launches Category Defining Wealth Management Tools That Pull The Private Banking Experience Forward

New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible

7 reasons WealthBrain is the best digital wealth manager for 2021

How clients and financial advisors can benefit from online services

Digital Wealth Manager Now Managing $1B in Client Assets

StashAway noted that its investment portfolios generated annualized returns ranging anywhere from 16.5% for its greatest risk portfolio to 4.3% for its lowest-risk portfolio since it began offering financial management and investment services in July 2017

Wealth & Asset Management