Managers of Wealth Fintech

Avaloq launches new Cost & Fee Analytics solution

Using powerful data analytics, the new solution allows institutions to deliver a precise, transparent evaluation of the impact of potential discounts

Eight in 10 wealth firms fail at technology

Bad digital services risk driving future clients away

Octopus completes acquisition following FCA approval

The deal was agreed in principle in August for £10 million

Zedra Enters The Digital Assets Market

ZEDRA has also partnered with digital custodians Vo1t, trading and settlement specialists BCB

Realized secures funding to expand wealth management capabilities

Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.

Lufax Uses New Data Types and Advanced Fintech to Optimize Wealth Management

The system takes into consideration the biographical, financial, and lifestyle information customers voluntarily enter themselves to understand and anticipate their wants and needs, and project their future investment paths.

Touchstone selects Sequrest

Sequrest facilitates its services delivery through its newly-developed Paratus Cyber Management System, which provides Cyber Security as a Service (CSaaS) “on demand” to clients, by means of a simple online dashboard.

Axxcess Wealth Selects HiddenLevers

Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.

Wealth manager awards tech mandate

Integrated Portfolio Solutions chief operating officer and head of sales Nigel Singh said the company is delighted to have been selected.

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.

Wealth & Asset Management