04/23/2024
RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.
04/18/2024
This solution will enable Kinsted Wealth to improve client experience with a 360° client view
04/10/2024
Laserfiche enables organisations to digitalise their business processes and manage their files effectively
04/10/2024
Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.
04/09/2024
With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK
04/08/2024
Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.
04/08/2024
With the growth of family offices worldwide, technologies enabling access to private markets as an asset class have been quick to capitalise on an emerging opportunity.
04/08/2024
Costello pointed out that the absence of such connectors leads to bottlenecks impeding the efficiency of operations and innovation efforts.
04/05/2024
Chosen by a distinguished panel of analysts and industry experts
04/04/2024
Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.
04/03/2024
Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels
04/03/2024
The rise of digital services has revolutionised individuals’ preferences in managing finances
04/03/2024
The fintech industry and its wealthtech investment offshoot are rapidly gaining momentum.
04/02/2024
The platform is currently powered by a planning and modelling engine which leverages data and technology to deliver digital tools which are said to enable consumers in the US to “confidently create and manage their own financial plan”.
03/26/2024
Customers then pay back the Boost loan separately, in small monthly instalments, allowing their investment to continue to grow.
03/22/2024
Sources say Wealthtime, which uses GBST, could sign with tech giant FNZ.
03/21/2024
Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape
03/18/2024
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/14/2024
Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground
03/13/2024
The cloud-based solution now also boasts enhanced modelling