Managers of Wealth Fintech

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.

ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme

Subsequently, they can open and operate a Southbound Scheme Dedicated Investment Account via the ZA Bank App to invest in eligible wealth management products in Hong Kong.

Iress secures four-year Succession Wealth contract renewal

We’ve built a strong, collaborative relationship with their team, and it’s rewarding to see how our technology continues to play a central role in their success.

Artificial intelligence enters Credem to improve customer portfolios

The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.

Is the wealth management industry scalable?

As such, the industry has substantial potential to grow and become more profitable if the issues surrounding scale areresolved.

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

Wealth & Asset Management