Managers of Wealth Fintech

Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth

This solution will enable Kinsted Wealth to improve client experience with a 360° client view

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest

Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.

London-based Avenir secures €487k pre-seed to disrupt wealth management with personalisation

With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK

Wealth apps: improving the digital experience for your wealth management clients

Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.

Technology And Private Markets: The Changing Family Office Approach

With the growth of family offices worldwide, technologies enabling access to private markets as an asset class have been quick to capitalise on an emerging opportunity.

How ByAllAccounts is empowering wealthtechs

Costello pointed out that the absence of such connectors leads to bottlenecks impeding the efficiency of operations and innovation efforts.

Objectway continues its streak in the WealthTech100 for the sixth consecutive year

Chosen by a distinguished panel of analysts and industry experts

Wealth managers predict tokenisation adoption of funds over next five years

Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.

The top three challenges for German financial companies in 2024

Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels

6th annual WealthTech100 names the companies you can’t afford to miss

The rise of digital services has revolutionised individuals’ preferences in managing finances

From wealth management to life management: what today's rich people want

The fintech industry and its wealthtech investment offshoot are rapidly gaining momentum.

US wealthtech NewRetirement lands $20m in Series A funding

The platform is currently powered by a planning and modelling engine which leverages data and technology to deliver digital tools which are said to enable consumers in the US to “confidently create and manage their own financial plan”.

UK wealth-building app Belong emerges from stealth

Customers then pay back the Boost loan separately, in small monthly instalments, allowing their investment to continue to grow.

Wealthtime in talks with FNZ for new platform tech contract

Sources say Wealthtime, which uses GBST, could sign with tech giant FNZ.

Wealth Dynamix welcomes Luna Investment Management as a new client

Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape

Othis launches personal wealth management platform for individuals and families in Europe with diverse portfolios

With the initial product, Othis targets individuals and families with portfolios of diverse assets.

Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity

Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground

GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes

The cloud-based solution now also boasts enhanced modelling

Philippines’ Metrobank selects Temenos to advance its wealth management business

Metrobank is implementing Temenos Wealth to improve operational efficiency, elevate the customer experience and support business growth from digital channels

Wealth & Asset Management