Managers of Wealth Fintech

Intellect ships RM Office 2020 for wealth managers

Intellect applied Design Thinking to solve its complex problem and completed holistic 6 dimensional needs to empower RM.

Santander's Openbank adds sustainable funds to its Roboadvisor solutions range

At Openbank, we are breaking through, looking for the profitability of our clients' portfolios, prioritising the inclusion of ESG/SRI funds in our automated investment strategies."

The Power of Integration : All the Right Connections

Instead of trying to build everything in-house, we focus on delivering your firm the best wealth management platform in the industry, then partner with providers of complementary advisor technologies that are both proven and popular.

Axis Bank launches private banking platform ‘Burgundy Private’

With the Burgundy Private platform, we plan to tap this huge opportunity and gap in the market, with one of its kind -niche, customized solutions, specifically meant for people who have finite time, but infinite needs

CREALOGIX recognised as digital wealth management innovator in 2020 Fintech Power 50 list

The Fintech Power 50 last year included some of the biggest hitters in the global financial services industry

SEI opens developer portal

The SEI Developer Portal is designed to arm developers with tools and content to integrate features and functionality across front-, middle- and back-office services using registered applications, API keys/secrets and SEI’s various licensed API prod

Avaloq recognized as a Leader in wealth management solutions

The result is wealth managers achieving straight-through processing rates that are near 100%, with automation dramatically reducing the risks of human error and delivering compelling improvements in efficiencies”

Swiss private bank chief plays down tech disruption fears

Lombard Odier boss says newcomers will struggle to challenge market leaders

Intellect Design Arena Extols the Virtues of its ‘2020 Advantage’ Digital Solutions Suite

Intellect Design presents itself as an authority on vertical and integrated products that enable institutions to meet their ambition to be the principal service provider to their customers.

Wealth management startup prepares for 2020 launch

The London-based firm said it is also working on a series of short form animated videos to help people learn how different asset classes work.

Edmond De Rothschild Asset Management expands its services for third party asset managers with SimCorp

An agreement has been signed between the two parties to extend the promotion of EOS Portfolio Management

Private bank launches digital investment tool and appoints new Chief Digital Officer

Eva’ means ‘full of life’ traditionally, and our EVA brings greater life to discussions with clients.

Prometeia: Risk Specialist Enters Swiss Market

The data component of PFTPro Suite provides an up-to-date, sophisticated risk and financial analytics data feed for single instruments and portfolios.

Silicon Valley firm helps keep track of $1.7 trillion of assets

Addepar says assets linked to its technology are growing at an average of $10 billion a week

A Schwab-TD Ameritrade deal would shift 'balance of power' in digital advice

Schwab grew its digital assets by 23% year-over-year, according to the firm.

Wealthspire Advisors launches Wealthspire Pathways digital wealth management solution

Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor

Quilter 'not scared' ahead of its re-platforming move

Quilter platform Old Mutual Wealth (OMW) head of proposition marketing Jeremy Mugridge has said the team are "not scared" as it prepares re-platform from one technology to another.

New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector

This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between.

New GPP Cheltenham office

We are very pleased to announce the opening of our new Cheltenham office.

Julius Baer Goes Live With Pilot of MarketAxess’ New Order & Execution Workflow Solution, Axess IQ

Axess IQ helps streamline order flow and enhance execution performance

Wealth & Asset Management