Managers of Wealth Fintech

Technology threatens the survival of Asian family businesses

Consequently, many family firms’ markets could vanish or change beyond recognition over night.

Envestnet updates wealth management platform

Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors

Switzerland Wealth Management: Fintech Solution Gains Prominence; Digital Competencies Attract Investors

Switzerland is leading cross-border wealth management as the industry enters into an unparalleled era of transparency.

Technology Threatens The Survival Of Asian Family Business by Shane Meredith

Owners will seek lucrative short-term investments because their businesses will need large infusions of cash to keep up with technological change.

Avaloq announces record half-year revenues

The half-year period saw Avaloq successfully complete its largest transformation project to date and one of the biggest financial services upgrade programmes globally.

Broadridge buys Financial Database Services

The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.

Axxcess Platform announces the rollout of a platform allocation tool

HiddenLevers was the missing piece we needed to complete the Axxcess Platform

Aberdeen Standard Investments standardises global virtual desktops

The IGEL Operating System simplifies deployment, security and maintenance whilst improving desktop performance

Two leading Fintech companies join forces

The partnership comes amid a fundamental change in the way banking and wealth management clients behave and how financial services will do business in the future.

wealth management firm goes live with Iress

The software supports Rowan Dartington’s multi-proposition, multi-asset, central dealing team, providing close integration with the in-house portfolio management system as well as the London dealing desk, Bristol head office and branches across the

Capital One, Goldman Sachs Jump on Wealthtech Bandwagon

Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.

Front Office goes Digital

The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.

Swiss banking software firm buys competitor for $559 Million

Has achieved rapid growth with both top tier and mid-market banks in the US and internationally

Geneva and Eze under one roof: a powerful combination

We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.

Lloyds-Schroders venture hit by platform problems

"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."

Trends: Digital-only banks expected to gain traction in Asia-Pacific

Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.

Bravura Wealth Management revenue up 14pc

Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).

Qatar banking sector shifts towards digital technology: OBG

“Globalisation and new cost structures, as well as digitalisation and consumerism, are pushing banks to redefine the business model in order to address pressures and sustain growth.”

Results: Iress delivers stable half-year performance

Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.

Tiger Global invests $15mn in wealth management startup INDwealth

INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.

Wealth & Asset Management