Managers of Wealth Fintech

Top 10 priorities shaping the future of wealth management leadership

Decision-oriented convictions reveal how wealth managers must adapt to rapidly evolving drivers of value creation.

SS&C Black Diamond Wealth Solutions’ TAMP Exceeds USD 2 Billion in Assets

Demand for modular, integrated managed account services drives rapid advisor adoption

Investec rolls out Microsoft Copilot to all 8,000 colleagues globally

The first full-workforce Microsoft Copilot deployment publicly announced by an organisation in South Africa

How wealth managers are tackling data fragmentation

A recent report from Fidelity International found that on average advisors spend just a third of their time with clients.

WealthAi launches client file for wealth managers platform

Client File targets a longstanding operational problem in wealth management: advisers often move between systems for onboarding, compliance, portfolio management and client communications.

OWIN26: Scalability, a Real Challenge for Wealth Management

Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks

WealthAi launches AI client file for wealth managers

The system automatically produces suitability reports, onboarding forms and CRM updates, reducing post-meeting administration from several hours to a matter of minutes.

Traditional Wealth Firms Lose Share to Wealthtechs, Robo-Advisors, Single-Family Offices

Relationship managers recognize the need to embrace advanced technologies to boost efficiency and enhance client experience.

LTX Launches Agentic AI in BondGPT, Turning AI Insights into Trading Action

Broadridge-backed LTX integrates real-time, actionable agentic AI directly into daily fixed income trading workflows

SEI Introduces Technology and AI to Boost Investment Manager Efficiency

Unified Platform Built to Transform Data Access, Transparency, and Operational Scale for the Future of Investment Management

Abundant Innovation, Elusive Scale: Rethinking Growth in Financial Services

The conversation focuses on key themes such as building strong operational foundations, leveraging partnerships, and using AI to enable sustainable growth.

Objectway wins eighth consecutive Goodacre Award for Best Wealth Management System

Recognition reflects Objectway’s framework that turns innovation into scalable outcomes through structured orchestration and disciplined execution.

Morgan Stanley is opening wealth management to AI agents

The bank plans to open parts of its workplace wealth management infrastructure to external AI agents, allowing corporate clients to connect autonomous software directly to platforms that administer employee stock plans.

Abbove strengthens its banking position with the deployment of its platform at ING in Belgium

While ING Financial Compass is built on Abbove's technological foundation, the solution has been configured to meet the specific needs of ING Belgium, its advisors and its clients.

True Wealth reaches next milestone in assets under management

This marks a significant milestone in the company's history, it continues.

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

May 2026 ADV reaches $362 billion as momentum continues for institutional adoption of tokenized settlement and Broadridge’s market-leading Distributed Ledger Repo

Patronus deploys WealthAi across wealth operations

The deployment has integrated WealthAi’s platform across front, middle and back-office functions.

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.

Wealth & Asset Management