Managers of Wealth Fintech

Pandemic will accelerate digital change

Crisis brings welcome chance to promote technology without losing personal touch

Crealogix becomes a member of the OpenBankingProject.ch consortium

With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem

Intelligent outsourcing of investment operations

Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.

Wealth Dynamix and Azqore Extend Partnership

The partnership provides customers with fully functional front to back office workflows

SEI Launches the SEI American Funds Strategies for Independent Advisors

New Offering Brings Additional Flexibility to SEI's Customizable Investment Platform

Every Cloud: Covid-19 and the opportunity for digital transformation

In 2020, add a global pandemic into the mix, however, and technology becomes vital to their very survival

The silver lining of a crisis: defining and accelerating digital transformations

Each firm has a slightly different definition and set of projects associated with their digital transformation.

How Relationship Managers still hold the keys to wealth management success post-COVID

The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.

7QFS successfully implemented Axia

The Axia Wealth & Fund Management solution was selected, due to its ability to holistically perform mission-critical operations on the wealth, fund management and administration spectrum.

Fintech is the future of wealth management, says Altoo CEO

He’s convinced that the push for digital solutions for financial services is here to stay and that banks and fintech need to team up.

HSBC Bank Partners With RateReset to Deliver Award-Winning Digital Mortgage Solution

KNOCK KNOCK Platform Provides HSBC Customers with Speed and Simplicity

Northern Trust forms tech alliance with BlackRock

The current climate has once again demonstrated the importance of data symmetry and streamlining communication across the investment lifecycle from the asset manager to the asset servicer

Flybits joins the Avaloq.one Ecosystem to bring contextual, personalized customer experiences to digital banking

This fintech partnership will create a new differentiated offering which gives Avaloq’s banking & wealth management clients seamless, simplified access to the innovative Flybits platform.

Costs Pile Up for Major Avaloq Client

Apobank represents a key milestone for Avaloq as it major shareholder, Warburg Pincus, sizes up its exit options.

Human vs Robot: the Struggle for Good Automation in Wealth

In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.

Finantix CIO Cockpit digitises and accelerates key Investment Office processes

CIO Cockpit caters for three key Investment Office functions - House View driven asset allocation, criteria-based instrument selection, and content authoring.

Itaú Private Bank International Selects Temenos SaaS

Temenos’ superior technology brings the benefits of SaaS

Cognizant determined to emerge stronger from Covid crisis

Thanks to a strong balance sheet, close partnerships with associates/clients, and digital imperatives, says Brian Humphries

UBS to Start Venture Capital Fund in Effort to Digitize Bank

The new fund will look at three broad categories to invest in: client engagement, investing and financing platforms, and improving underlying operations of the bank.

JPMorgan Asset Management signs with Calastone

Calastone’s solution provides a fully digitalised market ecosystem offering firms greater immediacy, accuracy and certainty of execution through automated workflows.

Wealth & Asset Management