04/02/2025
The module also assists with operational oversight through early identification of product ‘outliers’ and reducing the risk of over or underpaying rebates, for example.
04/02/2025
Tietoevry Banking proudly stands among the world’s top wealth technology providers, securing a place in the prestigious 2025 WealthTech100 list.
03/28/2025
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/27/2025
Global giant HSBC has deployed Avaloq’s flagship core banking solution, Avaloq Banking Suite, for its private banking operations.
03/25/2025
Access to high-quality data, robust evaluation metrics, and seamless integration tools remains a barrier for many looking to leverage AI effectively.
03/25/2025
With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.
03/25/2025
Two Leading FinTech Companies Partner to Upend Siloed Processing Among Trust & Non-Trust Business Lines—Offering a Streamlined View of Positions & Balances Across All Accounts
03/14/2025
This acquisition marks Moneyfarm’s third successful UK expansion in the past three years, following the seamless integrations of Profile Pensions and Wealthsimple’s UK book of business.
03/11/2025
The partnership with ZWEI Wealth perfectly complements our aim of bringing transparency and innovation to the financial sector.
03/11/2025
The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.
03/10/2025
State Street was a Series A investor in ZILO™ and has provided continued support in the development of the technological platform.
03/05/2025
Gives investment firms less disruptive ways to upgrade platform feature
03/05/2025
This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.
02/28/2025
At the same time, the generational shift among investors will demand a new level of digitalisation.
02/27/2025
The funding will be used to further accelerate the company’s growth into Europe and drive continued development of Flanks’ technology platform.
02/27/2025
According to the asset manager, the tokenised fund offers greater transparency, security, accuracy and immediacy.
02/27/2025
Flanks now processes more than 500,000 portfolios per month
02/27/2025
The additional funding will support Unique's product development growth and expansion plans into the US.
02/26/2025
The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.