Managers of Wealth Fintech

North Reef Capital Management Picks SS&C’s Front-to-Back Solution to Power Operations

More than 80 emerging funds leverage the deep integration of Eze technology and SS&C’s fund administration services.

Liontrust appoints Sagittarius as Sitecore Partner of Choice.

The company has broadened its product range, including adding Sustainable Investment in April 2017 which has since increased its AuMA from £2.5 billion to £7.5 billion.

SS&C withdraws Link takeover bid

The Link Group board will continue to consider all alternatives to maximise value for shareholders.

China tightens supervision of online banking wealth management products

Commercial banks have been promoting their online deposit business, which helps improve the efficiency of financial services.

Swiss Crimefighters Cast Wary Eye on Crypto

A sluggish Swiss response to PDVSA and a stalled revision of money rinsing laws don't bode well for a looming exam. Switzerland's warm embrace of cryptocurrencies add yet another potential avenue for criminals to launder money.

Using technology to improve the management of investment portfolios - the view from SEI

This article is from The Wealth Mosaic's recent report on how technology can be utilised to improve the management of investment portfolios

B2B wealthtech InvestSuite raises €3 million

The funding allows us to hone in on these opportunities.

Avaloq’s acquisition by NEC successfully completed

Avaloq and NEC will be placing great emphasis on building a strong long-term relationship.

SS&C GlobeOp Forward Redemption Indicator: December notifications 3.95%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

4 exciting Swiss FinTech companies disrupting the financial space

The integration will leverage TrueLayer’s Data and Payment APIs for enabling Numbrs’ users to combine their external bank accounts in one place.

Open-source: the missing piece in your digital transformation puzzle

Rapidly shifting business conditions are compelling organisations to rethink how they operate.

Greater than the sum of the parts - excellence through collaboration

FinTech innovation and the need for agile, flexible wealth management operating models means technology providers should combine forces to create valuable services, says Tom Williams, CEO of Point Group

Indigita & ERI Bancaire integrate automatic cross-border controls

The integrated solution can be applied to the various modules of the OLYMPIC Banking System and its rule engine functions with standard and customised country manuals.

Using technology to improve the management of investment portfolios- the view from Etops

This creates an ideal environment for flexible multi-bank setups in all reporting and data visualization areas as well as for wealth management platforms.

Major French Private Bank Digitises Onboarding with Wealth Dynamix

In recent years the bank has invested in technology to enrich client experience throughout the initial prospecting, engagement and sales cycle.

State Street launches cloud-native Alpha Data Platform for wealth managers

The platform enables clients to seamlessly assemble and access investment data spanning internal and third-party services across their investment processes.

Private equity firm signs third acquisition in the UK wealth management platform space

Acquisition marks the third investment

Former J.P. Morgan leadership team launches wealth management platform

We understand these challenges and have built a solution to address them.

Wealth Manager: Are You Ready To shape Your Future?

Read about their discussion in this report

Benelux-based wealth manager selects Objectway

Objectway's Client Onboarding solution, part of the WealthTech Suite, will replace the manual data entry system of KBC Securities Services currently in use and will improve processing times and data quality.

Wealth & Asset Management