04/06/2020
Xplore Wealth Selects SS&C to Help Realize its "One Platform" Goal
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology
Wealth & Asset Management
04/05/2020
UP Fintech, a Digital Brokerage Firm Focused on Global Chinese Investors, to Enter Wealth Management Business
A key priority of the Fintech company is to extend its existing wealth and asset management products.
04/03/2020
Docupace Announces Availability of Digital Adoption Bundles for Wealth Management
Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020
04/03/2020
Pascal launches free WealthTech bundle in response to COVID-19
Pascal wants to do our part to help advisors’ level up, engage and prevail with their clients.
04/03/2020
Private banks may prove profitable partners for fintechs
“From an outside view, our website might look very similar to a price comparison site,” Raisin’s VP of business clients and partnerships, Benedikt Voller, tells Finextra Research.
04/02/2020
Robo-advisor Robowealth Sending Waves of Disruption through Thailand’s Growing Wealth Market
Robowealth on the 7th of July 2017 obtained the relevant SEC LBDU license to operate as a robo-advisor for Thai mutual funds.
04/02/2020
Avaloq Posts Record Annual Revenues of CHF 609 Million
Avaloq saw a significant number of successful “go-lives” and new client wins in 2019, with particularly strong growth in the Asia-Pacific wealth management sector.
04/02/2020
InvestSuite snaps up €2 million to grow its investment tools for banks and brokers
Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na
04/02/2020
Software providers CREALOGIX Switzerland and Fairgate AG join forces to provide comprehensive support to clubs and associations
To extend its reach to clubs and associations, CREALOGIX Switzerland is making its financial module available to Fairgate customers.
04/02/2020
IT teams: In the eye of the storm - the importance of remaining calm
When it comes to reassuring clients, we must first be able to demonstrate we are able to work remotely
03/31/2020
SS&C Signs More than 100 Growing Funds to Eze Eclipse
Cloud platform adoptions accelerate
03/31/2020
SS&C Releases Interactive Dashboard for Employee Benefit Integration Management
SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers
03/30/2020
Wealthtech: Wealth Managers Rate their Process of Creating and Sharing Investment Advice as Poor to Average, a Report Reveals
Finantix states that the survey respondents were senior-level executives who are tasked with marketing and business development.
03/30/2020
Servicing the new model client by Iress
With the change in demographic has come a change in relationship model.
03/27/2020
Tegra118 Wins Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership
The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.
03/27/2020
How Fintech is Shaping the Future of Wealth Management
Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.
03/26/2020
Avaloq Ventures makes initial investment and partners with Assetmax to offer a multi-custody solution for banks
Assetmax offers one of the most efficient and complete selections of custodian interfaces for the Swiss wealth management market.
03/26/2020
ZA Bank, Hong Kong’s virtual bank, launches ZA Savings Go
ZA Savings Go enables users to grow their wealth in an ultra-low interest rate environment.
03/25/2020
Temenos Wins ‘Technology Provider of the Year’ at 2020 FStech Awards
Temenos’ pioneering cloud-native cloud-agnostic and AI-driven technology acknowledged by judges at the 20th annual FStech Awards
03/25/2020
Technology and education essential for great wealth transfer
More regulated areas like capital markets remain relatively 'un-innovative' but that too is changing quickly.