Managers of Wealth Fintech

How companies can continue to stay relevant in the WealthTech market

GBST was founded back in 1983, when the financial technology sector was still embryonic

An aspiring bitcoin bank for the rich scores $5.7 million in seed round

In a sense, the firm's approach takes inspiration from private banks like First Republic Bank, which cater to wealthier folks, according to CEO Alex Leishman.

Here are the UK’s 6 leading digital wealth managers

These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”

What To Consider When Evaluating A Technology Vendor

The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.

Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards

Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.

ERI Bancaire Teams Up With IBM

The new offering hosted on IBM public cloud will give private banking customers more flexibility

FIS launches Wealth Management offering

The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.

Robo-Advisor: Automated Wealth Management Platform M1 Finance Raises $33 Million Series B

Barnes claims they have built the “premier personal finance platform that combines the best of digital investing, borrowing, and banking.”

Act Analytics and Black Diamond Announce ESG Technology Integration

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model

Capita Consulting partners with Finantix

The innovative and award winning Finantix Product Suite is a modular, API-driven suite of products that can be integrated with existing IT systems and deliver maximum flexibility, efficiency and scalability.

Objectway Wins XCELENT Depth of Service Award

Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.

Merrill Lynch Rolls Out Advisor Workstation for the 2020s

Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.

OCBC takes complex face-to-face wealth advisory process online

The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.

additiv launches its KickStarter offering for DFS Wealth Management PaaS Platform

The KickStarter™ offering comes at a time when the industry needs it most.

Pandemic will accelerate digital change

Crisis brings welcome chance to promote technology without losing personal touch

Crealogix becomes a member of the OpenBankingProject.ch consortium

With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem

Intelligent outsourcing of investment operations

Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.

Wealth Dynamix and Azqore Extend Partnership

The partnership provides customers with fully functional front to back office workflows

SEI Launches the SEI American Funds Strategies for Independent Advisors

New Offering Brings Additional Flexibility to SEI's Customizable Investment Platform

Every Cloud: Covid-19 and the opportunity for digital transformation

In 2020, add a global pandemic into the mix, however, and technology becomes vital to their very survival

Wealth & Asset Management