Managers of Wealth Fintech

CI Financial buys remaining stake in WealthBar

The 25% minority stake purchased by CI had been held by WealthBar executives.

The Data on Data by MAN Institute

In today’s day and age, data is often referred to as the oil that fuels the investment machine.

SS&C GlobeOp Forward Redemption Indicator: May notifications 4.00%

Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.

CaixaBank broadens discretionary management offering with Smart Allocation Portfolios

On the contrary, the model will require a further confirmation of bullish scenarios in order to increase equity positions.

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Celent also ranked Wealth Dynamix as the second strongest solution in the Advanced Functionality category

Canaccord Genuity Wealth Management Selected as Platform Provider for Morgan Stanley's Wealth Management Entry Into Canada

Canaccord Genuity will deliver a suite of wealth management solutions and technology, as well as custody and clearing services to Morgan Stanley Wealth Management Canada.

ITI Capital launches digital wealth management platform for support during COVID-19

The reality is that online advice is rapidly becoming ‘the new normal’ and will continue to do so in the future.

3K Investment Partners selected Axia to advance its Fund & Asset Management operations

3K Investment Partners is an independent mutual fund management firm that offers a wide range of mutual funds and tailor-made investment solutions

Value for today’s wealth managers via comprehensive cloud-based solution

Now is a convenient time for wealth managers to explore ways to enhance the comprehensiveness of their platforms.

SS&C Announces 1H2020 SS&C Advent Product Updates

Client feedback has been instrumental in driving development across our solutions, resulting in a robust set of enhancements,” said Karen Geiger

SS&C debuts at #580 on Fortune 1000 2020 list

SS&C’s financial highlights include GAAP revenue of $4,632.9 million, increasing 35.4 percent from $3,421.1 million in 2018. Fortune ranked companies by total revenue over the previous fiscal year.

SIX launches data platform, CS and UBS join

SIX will initially offer two solutions, one allowing third-party providers to obtain detailed account and transaction information from banks for their customers

HSBC, Citi speed up digital push

"There will be a longer-term impact on their balance sheets.”

5 things we’ve learned about remotely onboarding new employees

Technology has allowed most people at Octopus to carry on doing their jobs with minimal disruption.

Citco makes strategic partnership with Financial Recovery Technologies

Partnerships such as this allow Citco to further its offering by finding new avenues of utility for the client portfolio data it already collects and processes, instead of isolating it for single-use.

Econopolis unveils digital wealth management service

Twain is a digital platform for discretionary wealth management which sets out from the investor’s personality and needs.

Adhesion Wealth Launches Customer-Centric Website

Redesigned Homepage Provides Information & Resources for RIAs Changing Platforms, RIAs Rethinking Outsourcing, Advisors Seeking Independence & Asset Managers

Customer experience & Omnichannel Transformation in uncertain times

In these uncertain times it is vital to function proactively and explore new ways to drive multichannel engagement, while at the same time offer personalised and reliable communication.

iCapital Network acquires Artivest

Under the terms of the agreement, iCapital will purchase the majority of Artivest’s assets, including all technology and its operating platform.

3 Ways to Stabilise your Wealth Management Business by Delving into Data

The urgency to act is now far greater, as business continuity could depend upon it.

Wealth & Asset Management