Managers of Wealth Fintech

Segment of One – the ultimate in customer personalisation

Financial institutions can use Conversational Banking to communicate digitally with their customers and ensure a ’segment of one’ narrative across all channels.

WealthTech Talks: Enhancing financial planning for UK wealth managers

As with many other areas of need and opportunity in the wealth management sector, there is clearly a strong case for modern technology tools to enhance, scale and build out the offering.

SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability

James Griffin to Lead Global Sales as SS&C Eze Continues Expansion

Covid-19 One Year On: Exposing Inefficiencies Towards a New Paradigm in Wealth Management

After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.

AFTAs 2020: Best Third-Party Technology Vendor IT Team—Vestmark

Peabody says this not only provides transparency at the team and department levels; it also improves the product management team’s ability to predict delivery dates and make trade-offs.

SS&C GlobeOp Forward Redemption Indicator: January notifications 1.78%

SS&C GlobeOp’s Forward Redemption Indicator for January 2021 of 1.78% reflects lower redemption notices than the 2.26% reported a year ago,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Providence Group selects Financial Risk Solutions technology to power digital wealth platform for expats

Launch new wealth and investment products, compliant with the latest regulations in a matter of days

SMEs increasing digital investment during pandemic

The survey of 900 SMEs – conducted during the second lockdown

Mattioli Woods invests in firm behind SaaS wealth management platform

The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.

FinTech positioning for a re-opening in 2021

This environment calls for selective stock picking and a disciplined valuation approach.

What differentiates FinIQ, its target wealth managers, client types and the benefits of its offering

Thanks again to Mahesh for providing his time and insights!

Elinvar successfully signs €25 million funding round with Toscafund as lead investor

Elinvar, founded in 2016 in Berlin, exclusively focuses on B2B2C, enabling its partners to digitalize their business models.

China’s Jack Ma Resurfaces For The First Time Since October, Ending Speculation Over His Whereabouts

Ma had disappeared from public view after Chinese regulators moved to shut down his fintech company Ant Group’s planned $35 billion IPO.

Digital Consumption: Star During Covid, Standard of Tomorrow?

E-commerce was already well advanced before the health crisis due to its comparative advantages

The allure of cryptocurrencies

Asian family offices take wait-and-see attitude towards digital assets

Wealthtech Trends to Watch in 2021 include Sustainable Investment Strategies, Ecosystem Development, Hyper-Personalization: Report

As confirmed in many other reports, the Coronavirus pandemic has accelerated the digital transformation that’s supported by the Fintech and Wealthtech sectors with companies now spending substantial amounts on their technology development and relate

Wealth & Asset Management