Managers of Wealth Fintech

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain

That’s why our clients are demanding a tailored, automated securities lending service they can offer to their end customers.

SEI Acquires Oranj Platform to Digitize Collaboration for Financial Advisors

Technology Designed to Help Advisors Build Better Financial Futures for Clients

The Future of Wealth Management

How hybrid advisory models are transforming the industry

Contemi Solutions enhances corporate actions solution

Contemi’s latest version of its Corporate Actions solution uses modern technology to cut through these challenges, targeting STP rates for voluntary events of 85% or higher whilst improving customer service to all stakeholders.

Wealth Management In 2021: From Surviving Remotely To Thriving Remotely

April Rudin's article from TWM's US Wealth Technology Landscape Report (2021)

Quantifeed Partners With MUFG To Launch Investment App in Japan

The app also enables customers to fund their portfolios from ATM machines, facilitating crucial offline-to-online interaction.

Broadridge Extends Capital Markets Franchise with Acquisition of Itiviti

The combination of our technology, solutions and people will unlock significant value for our clients and drive long-term growth for our combined business.

Avalon SteriTech and SoftBank Robotics launch 2-in-1 AI-powered cleaning and disinfection robotics solution for a new era of community-wide smart cleaning

92% of Asian consumers say that businesses need to enhance disinfection protocols if businesses wish to restore visitor confidence when visiting leisure and entertainment venues

Digital wealth is taking off, are you onboard?

One of today’s greatest minds, Bill Gates, predicts the way we live and work will change dramatically and permanently post-Covid19.

Challenges and Chances for Wealth Managers to Thrive in 2021

Other factors that have already started to impact on the wealth management sector, in North America and globally – such as fee compression and wealth transfer towards the younger generations of investors – will further spread their effects.

Are you meeting the needs of vulnerable clients?

Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.

Refinitiv expands its Digital Investor solution with ‘Wealth Connect’

New collaboration capability aids the digital transformation of wealth management firms and advisors.

What are non-bankable assets?

The exact definition of non-bankable assets can vary from source to source.

UK Wealth Management Under the Lens: Competitive Dynamics and Trends

In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.

Brewin Dolphin Extends Long-term Strategic Partnership with SEI

The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months

Broadridge Partners with AccessFintech to Transform Resolution of Settlement Fails

Collaborative workflow solution powered by Broadridge’s post-trade data provides operational efficiency, risk reduction and cost savings for sell side

QUO launches new web solution for sell-side distribution to private bank and wealth management clients

The ease and speed follow on from the banking sector’s push to encourage more clients into digital workflow solutions.

How technology will impact the wealth management client experience in 2021

The concept of a paperless society was conceived in 1978 by Frederick Wilfrid Lancaster

Increase profits and decrease costs: It’s time for automation to take centre stage in UK wealth management

Nigel Armstrong, Head of Wealth and Asset Management at Blue Prism says that digitization though robotic process automation has so much to offer the wealth management industry

Singapore digital wealth manager rolls out ESG portfolios

The portfolios are comprised of funds managed by JP Morgan AM, Natixis IM’s Mirova, Pimco, Schroders and UOB Asset Management-Robeco.

Wealth & Asset Management