Managers of Wealth Fintech

Wiwi Gutmannsbauer: «Wealth is Not Immune to Digital Disruption»

«[W]ealth management is not immune to digital disruption, nor should it be,» Gutmannsbauer said.

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management.

IPBS partners with Liquidus

The agreement covers the Caribbean region and opens up the possibility for IPBS customers to benefit from an estimated 75% reduction in onboarding time and cost with improved AML and KYC compliance.

Digital advice is growing London’s wealth

But this sector is now adopting the latest tools to better serve both high-net-worth individuals (HNWIs) and the mass affluent by re-tooling digital advice for these demographics.

Blockchange and Gemini enable RIAs to buy digital assets

Wealth management firm Quantum Capital Management will use the solution to manage digital assets for its clients. It will also utilise the solution to deliver digital asset management services to other RIAs.

China's Lufax ties up with Thai bank for local online wealth management

The platform, to be jointly operated by both parties and used for retail investors in Thailand, will help Lufax to expand its footprint in the region.

St James’s Place selects eVestment in increasing institutionalisation of investment manager selection process

The FTSE100 company currently holds over GBP115 billion AUM.

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology

SS&C Advent Honored in Waters Rankings 2020 Awards

In addition to detailed accounting for any asset class, including complex private debt, we’re continuing to enhance Geneva World Investor’s comprehensive support for any fund structure, from open-ended hedge funds to closed-end and hybrid stru

Will The Post-Covid World Play Into SigFig's Hands?

SigFig has seen an increased interest in institutional demand for its managed account services, said Dan Mercurio, general manager and head of revenue and strategic partnerships for SigFig.

Bravura Solutions Awarded Gold Standard for Business Continuity Excellence

Business recognised for robust deliverables amidst Covid-19 disruption

Swiss digital bank doubles profit

The bank employs 722 staff, and is headquartered in Gland.

Broadridge Reports Fiscal 2020 Results

Recurring fee revenues increased 10% to $3,036 million from $2,760 million.

Russell Investments selects Vestmark to power personalised managed accounts with tax-managed overlays

Jung said Russell Investments’ PMA aims to serve wealth management firms and their advisors with the institutional-caliber solutions that have made the firm a global leader in outsourced investment management.

SS&C Announces Expanded Black Diamond Integrations with Schwab Advisor Center

These integrations provide users of Schwab’s custodial platform with additional opportunities to eliminate paper-based processes and further digitize their workflows.

Yolt wins best personal finance app at the Wealth & Finance FinTech Awards

The awards are dedicated to businesses that are redefining finance and banking for the modern age and for the modern consumer.

The Next Evolution of Wealthtech Integrations

The rise of robo-advisors in the mid-2010s helped accelerate this trend.

Italian WM tech firm opens Zurich branch

Prometeia aims to become the ideal partner for Swiss financial institutions looking to transform their wealth management technology and processes

The Drivers, Challenges, Opportunities, Steps and Technologies & Tools for Wealth Management Firms

Through the interview William and Amrik talks about the background and origins of Contemi,

BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management

Alternatives manager chooses SS&C Eze for reliability and support

Wealth & Asset Management