Managers of Wealth Fintech

Sionic Expands Global Reach with New Luxembourg Base

We’re continuing our growth across financial services with the establishment of a new capability in Luxembourg

HSBC relaunches its HNW wealth management platform

With the enhanced version, HSBC Jade Directors can generate risk analysis reports across all the major elements of a multi-asset wealth portfolio and discuss the insights drawn from WPIS's analysis.

Digital Alpha is a Sum of Excellences

The digital wealth & investment management revolution only makes sense if it generates value for the customer in terms of a digital alpha across an end-to-end investment experience.

FCA says Coronavirus will accelerate shift to digital

The FCA continued that it also needs to be aware of the potential disproportionate impact on vulnerable consumers, some of whom may be among the ‘digitally disenfranchised’.

SS&C ALPS Supports Advisors Seeking to Enter Non-Transparent, Semi-Transparent ETFs

SS&C ALPS has been servicing ETFs since 1995

How WealthTech Companies Survived Past Recessions

The global economy needed more than a decade to recover.

Xplore Wealth Selects SS&C to Help Realize its "One Platform" Goal

Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology

UP Fintech, a Digital Brokerage Firm Focused on Global Chinese Investors, to Enter Wealth Management Business

A key priority of the Fintech company is to extend its existing wealth and asset management products.

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management

Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020

Pascal launches free WealthTech bundle in response to COVID-19

Pascal wants to do our part to help advisors’ level up, engage and prevail with their clients.

Private banks may prove profitable partners for fintechs

“From an outside view, our website might look very similar to a price comparison site,” Raisin’s VP of business clients and partnerships, Benedikt Voller, tells Finextra Research.

Robo-advisor Robowealth Sending Waves of Disruption through Thailand’s Growing Wealth Market

Robowealth on the 7th of July 2017 obtained the relevant SEC LBDU license to operate as a robo-advisor for Thai mutual funds.

Avaloq Posts Record Annual Revenues of CHF 609 Million

Avaloq saw a significant number of successful “go-lives” and new client wins in 2019, with particularly strong growth in the Asia-Pacific wealth management sector.

InvestSuite snaps up €2 million to grow its investment tools for banks and brokers

Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na

Software providers CREALOGIX Switzerland and Fairgate AG join forces to provide comprehensive support to clubs and associations

To extend its reach to clubs and associations, CREALOGIX Switzerland is making its financial module available to Fairgate customers.

Wealthtech: Wealth Managers Rate their Process of Creating and Sharing Investment Advice as Poor to Average, a Report Reveals

Finantix states that the survey respondents were senior-level executives who are tasked with marketing and business development.

Servicing the new model client by Iress

With the change in demographic has come a change in relationship model.

Wealth & Asset Management