Managers of Wealth Fintech

Removing the back-office burden for advisers

It can reduce data errors and free up advisers’ time – but only if done properly

The Why and How of Transforming Wealth Management for the Digital Age

To shed more light on his comments, Roy summed up his vision as a clear focus on four standout characteristics - frictionless, ecosystem, deep insights and automation.

Fintech Platform Acquires Securities Firm

The acquisition «enhances the Group’s leading position in the alternative lending market and enables us to immediately ramp up our engagement with sophisticated investors via debt securities fundraising and credit fund management,» Helic

Research: Clients See the Benefits of Digital Technology as Cyber Concerns Persist

The Investor Pulse Poll surveyed approximately 1,100 U.S. households with at least $100,000 in investible assets

Salentica voted “Best Cloud-Based Application Provider”

The award follows closely on the release of Salentica Data Broker, a cloud-based integration platform that connects firms’ portfolio management, custodial and CRM systems in a seamless data loop.

Empowering advisors with integration using Salentica Data Broker

During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.

BBVA partners with SEI for new wealth platform

BBVA struck a deal in June last year to adopt the SEI Wealth Platform and launched it earlier this month

Envestnet inks new strategic alliance

The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.

Fintech firm builds team for international expansion

This will support new initiatives and innovations that the technology can deliver to the UK and internationally.

Singapore-based wealthtech startup Bambu raises USD 10 million in Series B round

The funding round was led by Franklin Templeton who also invested in Bambu’s previous rounds.

Saudi Arabia allows two firms to test robo-advisory services

The both companies will also be permitted to offer automated online discretionary investment management.

SS&C wins three categories in Waters Rankings 2019

These solutions also address the challenges of achieving good data governance, data management and integration for a seamless front-to-back experience.

IRESS as preferred provider for core advisory software

The software is underpinned by powerful data analytics, which will enable JBWere to further strengthen its focus on proactively managing risk and compliance

Dubai Lures Indian Wealth and Fintechs With New MoU

The discussion highlighted commitments to build a specialized business ecosystem and regulatory framework for family offices to operate effectively.

Adapting to a New Era of Disruption in Wealth Management

The need for a value proposition that differentiates on personal connection remains a success factor for tomorrow’s wealth firms.

Eight Roads Ventures leads $12M round in StashAway

StashAway will use the proceeds from the Series B round for product development and market expansion, among others.

Swiss Government to Study UBS French Client Data Ruling

The ministry will carry out a “detailed analysis once the written grounds are available,” the FDF said in a statement on its website.

Edinburgh fintech beats FTSE as it tops £15bn assets

This marks a year-on-year drop of more than 64 per cent compared with the same period in 2018, when net flows stood at £315m.

ERI wins the Best Banking System category for 2019

Following an online nomination, survey and poll which attracted over 10,000 votes from across the industry, a total of 121 companies were nominated for the 2019 Awards, which are managed by Goodacre UK.

We Make the Best Wealth Management System

This testifies how Objectway WealthTech Suite is increasingly gaining traction in the Wealth and Investment Management industry as the new generation digital platform of choice

Wealth & Asset Management