Managers of Wealth Fintech

Unprecedented Doesn't Mean Impossible by Albert Chiaradonna, SEI

Perhaps we succumbed to the pressure of “it’s good enough because we have always done it this way,” or the comfort of sticking with what we know.

How Smart Technology Turned the Covid-19 Crisis into a Means for Digital Transformation

The digital assistant has determined what your week looks like by checking a variety of sources.

Double Win For Objectway Wealthtech Suite At Xcelent 2020 Awards

The augmented intelligence component and overall scalability of the Optimiser solution is a distinguishing point.

Capgemini highlighted nine key trends that wealth managers will have to contend with in 2021

Enhancing digital capabilities and offering more personalized services will be key wealth management trends for 2021, per Capge

Client Stories: WH Ireland

SEI’s partnership with WH Ireland helped them to deliver change at pace and under pressure.

Recalibrating wealth management through 4 Ps - products, platforms, participants, principles

With customers seeking to place a premium on all things digital / omnichannel, it has become an existential necessity for the industry to move away from archaic business models and explore the immersive realms.

Quodd and IHS Markit form wealth management partnership

The partnership with IHS Markit has been instrumental for QUODD’s bank trust, RIAs, and brokerage customers.

Singapore Robo-Advisor Expands to UAE

The company said its launch is a «natural path to expand the firm into a thriving region.

BNP Paribas Asset Management launches Investment Insights service for Alexa

Investment Insights was developed as part of BNPP AM’s broader investment in technology, aimed at enriching and automating its investment processes and client communications.

Avaloq brings data science and AI to bear on wealth management

Avaloq Insight is built on an open, modular platform that minimizes complexity by integrating data input from various sources.

SS&C Announces 2H2020 SS&C Advent Product Updates

"Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."

Good data housekeeping is the first step toward reliable client reporting

A single source of truth applies to a data domain

Digital wealth manager StashAway officially launched in the United Arab Emirates

StashAway co-founder and CEO Michele Ferrario said when it realised that the gap in wealth management options also exists in MENA, it was an obvious decision to expand its services, starting with earning our license in the DIFC.

Wealth tech spin-off to partner Objectway in providing innovative digital investment applications

The first solution that Objectway will offer the international market is built around everyoneINVESTED's 'Profiler', a fast and user-friendly app for creating digital investor profiles.

Are asset managers suffering from 'content overload' online?

Digital interest in the largest global asset management brands has declined according to a new analysis

FNZ to Acquire Silica from Ninety One

The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market.

SmartRIA Announces a Deeper Partnership With SS&C Technologies' Black Diamond Wealth Platform

Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients

DBS to offer tailored app in its digital transformation

Singapore bank's new platform allows clients to react quickly to market changes

UBS’s Chandler: The Future Of Wealth Management Will Be Digitally Enabled But Won’t Replace Relationships

UBS financial advisors may send clients a digital survey seeking feedback.

SS&C and St. James’s Place win Best Implementation in FundTech 2020 Awards

This project involved a series of large and complex data migration and service transition events as SJP and SS&C brought substantially all activity onto SS&C’s wealth solution, Bluedoor.

Wealth & Asset Management