Managers of Wealth Fintech

Finzo selects JHC’s Neon

Integrated financial solutions provider Finzo announced that it will be implementing JHC Neon – a digital dashboard for instant portfolio monitoring, risk analysis and suitability checking.

ADAM releases Code of Conduct for digital asset markets

New member firms join leading market participants to advance and align on standards of conduct

Avaloq completes acquisition

The acquisition puts Avaloq at the forefront of utilizing differentiating data for structured product and ETF markets on its platform.

‘Nothing is stopping’ Google from entering wealth management

Google's newest project takes aim at traditional banking, but wealth management may not be far off.

The problem when asset allocators don’t manage and mitigate operational risks in multi-fund portfolios

With the development of more effective due diligence capabilities, asset allocators have been able to play a key role in reducing the “external” operational risk within the fund management organizations.

Wealth Dynamix Recognised for Innovative Client Lifecycle Management Solution

The ‘One to Watch’ designation recognises firms for pioneering innovative technologies that solve some of the industry’s biggest regulatory challenges

Digitalisation is essential to Latin America’s blossoming wealth management sector

By 2020, consulting firm PwC expects the global asset management industry to reach $111.2trn in assets under management

Avaloq’s e-banking solution live with another bank

The portal was already based on the Avaloq platform and offers customers self-service functionalities such as a financial assistant or foreign currency orders.

Finzo selects JHC’s Neon for portfolio management

It will form a key component of our compliance reporting for DIMS licensing and FAP requirements across Finzo member firms.

WealthTech firm WeInvest launches StratWealth - a marketplace aimed to provide better investment ideas for financial institutions

The platform has been specially developed for banks, brokers and asset managers and has choices of over 100 investment strategies.

Goldman Sachs readies to launch robo advisor

Robo advice could unlock a new customer sector for the banking group— as well as adding efficiencies.

Green Finance for a Sustainable World" - Keynote Speech by Mr Ong Ye Kung

Minister for Education, Singapore and Board Member, Monetary Authority of Singapore, at SFF x SWITCH 2019 on 11 November 2019

Advisers sceptical of the role of technology in closing advice gap

In a poll of 207 advisers*, the research revealed 29% of advisers feel cashflow modelling is the tool that could make the most difference, suggesting there are fans of this generally well-regarded adviser software.

SS&C's Black Diamond Wealth Platform® Integrates with StratiFi to Boost Compliance Capabilities

The combination of StratiFi’s institutional-quality technology and Black Diamond’s big-data analytics enables advisors to manage risk on one platform.

Linklaters advises Santander on acquisition of majority stake in UK fintech Ebury for £350m

Santander’s strategic investment in Ebury strengthens its digital strategy and positions it as a bank of choice for SMEs trading or aspiring to trade internationally.

Latin American banks and fintechs are racing towards financial inclusion

According to World Bank figures, two in every five Latin American workers have no bank or savings account.

Swiss Banking Software Company Prepares for 2020 Sale: Sources

Avaloq and Warburg Pincus declined to comment.

GAM deploys Indus Valley Partners platform

Independent asset manager GAM has implemented a suite of services and solutions from Indus Valley Partners (IVP) to assist in simplifying its data architecture through automation and a “digital-first” data management model.

Tenet advisers suffer ‘chaotic’ back office switch

“The problem is that with the new system in place, we cannot access the old system, cannot access that information.

FNZ completes acquisition of GBST

FNZ, a global platform as a service (PaaS) company, has completed the acquisition of Australian listed financial technology company GBST Holdings Ltd (GBST), a provider of specialist financial services technology to the capital market and wealth manageme

Wealth & Asset Management