Managers of Wealth Fintech

IQ-EQ grabs gold at the Citywealth Magic Circle Awards 2020

The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.

So far so good: Quilter moves 70% of assets in replatforming

The road to replatforming has been long and costly for Quilter.

Seven ways to fail at digital user experience in wealth management

David Joyce, CEO, UK at CREALOGIX considers the most common failures in digital user experience design, the knowledge gap in this area and how it may be overcome through partnership with specialists

Goldman Sachs bankers are using flying drones to help clinch billion-dollar M&A deals

Goldman Sachs has been using drone technology to give its clients a bird’s-eye view of the companies they are bidding on, according to Stephan Feldgoise, the firm’s global co-head of mergers and acquisitions.

Brewin Dolphin implements Objectway client management software

During recent months, resilient and natively equipped for digital and remote work, Objectway successfully completed comprehensive training of Brewin Dolphin personnel

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

Wealth & Asset Management