Managers of Wealth Fintech

Eaglebrook Advisors Announces Integration with SS&C’s Advent Custodial Data Network

The new integration provides SS&C advisory clients with performance reporting and access to Eaglebrook’s Bitcoin and Crypto SMAs

Third Financial’s Platform Service Continues Impressive Growth Trajectory

Mole Valley Asset Management (‘MVAM’) has been running its investment proposition on Third Financial’s wealth management software

Netwealth Investments extends strategic partnership with SEI

The SEI Wealth Platform is part of SEI’s Global Wealth Management Services business

Cathie Wood, 21Shares Eye Crypto ETF in U.S.

However, Wood and 21Shares may have to wait a while before the fund can launch.

Banks to Move Online and Form Customer-Centric Digital Ecosystems Within Five Years, Finds Economist Intelligence Unit Report for Temenos

The report written by the Economist Intelligence Unit (EIU) entitled “Branching out: can banks move from city centres to digital ecosystems?” is based on a recent survey of 305 senior global banking executives.

Lombard Odier wins award for sustainable investment technology

This marks the third time Lombard Odier has won an award.

Digital wealth management in Asia - will firms seize the moment

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Nikhil Dama, Director, Southeast Asia, and SiDing Wang, Senior Analyst, Aon

Digital Mindset Moves into Mainstream

Some wealth firms were slow to embrace technology, but a combination of the Covid pandemic and regulation have ensured digital is now top of the private banking agenda

Corfinancial's Salerio selected by Man Group to migrate Oasys trade processing

Salerio provides seamless connectivity to DTCC’s CTM platform and Man Group was able to manage the transition of US equity trades processing via OASYS to the CTM utility without the need for vendor support.

SS&C Simplifies Organizational Structure to Focus on Growth Opportunities

The new organizational structure will accelerate technology innovation and strategic product development in rapidly evolving markets and enhance the overall customer experience.

Indonesian wealthtech app explores adding stock trading and P2P lending

Tanamduit claims to serve roughly 8% of the country’s 4.7 million mutual fund investors as of May.

Wealth management player d1g1t raises C$16m

The announcement comes as the company continues to experience explosive growth.

SmartAsset Raises $110 Million in Series D Funding, Bringing its Valuation to Over $1 Billion

Existing investor, TTV Capital, leads round to fuel SmartAsset’s continued growth of its market defining SmartAdvisor platform

Singapore’s Hugo secures US$2 million in funding round

Hugo’s Gold Vault is backed by physical gold stored in an accredited LBMA (London Bullion Market Association) vault and insured by Lloyds of London

Senior Leaders ESG Forum Hosted by Compeer and Objectway Highlights an Overarching Need for Common Standards

The question of how to avoid greenwashing will become more prevalent as firms develop their ESG proposition.

Refinitiv releases wealth management offering

The wealth management industry is rapidly transforming, resulting in the need to dramatically improve the client experience.

Avaloq and Vontobel to link platforms for structured products

This will give Avaloq clients a direct, fully automated means of offering individual investment solutions.

UOB Taps Digital Innovation to Grow Wealth Management Franchise

The bank is also hoping that the personalization of wealth management for each customer

The future of wealth platforms

Hosted by Michelle Weber, Head of Wealth Product and Technology in Macquarie's Banking and Financial Services Group, this panel explores the trends and opportunities in the wealth platform market.

The Robots Are Coming. Is Your Firm Ready?

The researchers said the study, which analyzed five years’ worth of data on businesses in the Canadian economy, is the most comprehensive of its kind on how automation affects employment

Wealth & Asset Management