Managers of Wealth Fintech

Model Portfolio Market Ends Q1 2020 Sized at $3 Trillion USD, According to Broadridge

Growth Driven by ETFs and Shift by Advisors to Holistic Financial Planning

Technical Wizardry: the rise of the smart home

As with most technology, the rise in uptake of smart-home products will continue to grow:

Digital wealth manager Moneyfarm hits £1bn assets under management

Despite the challenging market conditions and the impact of the coronavirus pandemic

Geneva private bank outsources OLYMPIC Banking System to Swisscom

The 82 employees in Geneva have managed total assets of CHF 3.5 billion on the new Swisscom-operated platform since mid-June 2020.

Competitive Barriers Break Down as We Turn to the Value of Community

COVID-19 has made us all keenly aware of the value of community, even among competitors.

Why outsourcing is front of mind for most asset managers

Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list

Julius Baer awarded Outstanding Wealth Management Technology Implementation

Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year

Refinitiv takes next step on quest for the ‘Holy Grail’ of wealth management

Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.

Envestnet Launches 2020 Advisor Summit On-Demand

Annual advisor conference is reimagined online

Fintech acquires licensee

PictureWealth also closed a $12 million late-seed funding round, comprising of private equity and debt.

Singapore robo adviser to improve wealth platform, eyes foreign expansion

Central Provident Fund members can invest all but S$20,000 (US$14,407) of savings in their ordinary accounts in any investment products under the CPFIS.

Australian Wealth Fintech Eyes Growth

The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.

Evooq and Indosuez's subsidiary sign partnership

Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’

Finantix further expands global footprint

New office extends Finantix access to European tech talent and growing ecosystem of fintech start-ups

Big tech expected to shake up wealth management industry

The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.

Digital wealth firm receives Hong Kong licence

It will be able to offer services to retail clients in the Special Administrative Region

Big tech expected to shake up wealth management industry

Technology groups are well positioned to offer bespoke financial products for the affluent, report finds

Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner

The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.

Corfinancial: 'Remote Working During Market Turmoil has not Affected our Clients Using Salerio'

Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

SS&C will monitor, submit and correct transactional data on behalf of Mid Atlantic Capital as part of its full-service offering.

Wealth & Asset Management