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.
02/26/2025
The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.
02/26/2025
Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.
02/26/2025
The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.
02/26/2025
FNEX Wealth enables advisors to strengthen client relationships and provide institutional-caliber family office services.
02/25/2025
Family offices, responsible for preserving multi-generational wealth, face mounting pressure to modernise.
02/25/2025
The arrangement does not require a shift in custody arrangements for the client’s investment portfolio.
02/24/2025
Finance professionals now make up 15% of Arta Finance's U.S. membership and 11% of its global user base.