Managers of Wealth Fintech

SS&C Delivers Another Earnings Beat (and Another Huge Acquisition)

From effective expense management to its third big acquisition this year, the financial services software leader is on a roll.

Private Wealth Systems Launches Industry-First Digital Ecosystem for Family Offices

New digital destination created to meet growing demand by ultra-high net worth individuals and family offices for streamlined operational oversight and intelligent control over all aspects of their sophisticated wealth

Pershing Expands Access to Managed Accounts Solution

Managed360 is a wrap program offered through BNY Mellon's Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC.

Coutts launches ‘Coutts Invest Pension’

Clients can select from five low-cost investment funds, depending on their risk tolerance. The funds are actively managed by Coutts’s highly experienced investment team.

Goldman Sachs bought the app Clarity Money. Now it's putting it to work

The change, made possible by the acquisition, lets customers access accounts with much higher interest

Future-proofing via Digital Transformation of the Wealth Management Offering

Tech disruption – coming sooner or later

Envestnet | Tamarac Announces Integration with Wealth Access

Wealth Access provides collaborative financial management tools for advisors serving high net worth clients.

Next Gens to drive Family Office Investments into disruptive technology

In the past, getting access to early rounds of technology stock, which can generate triple digit returns, has been notoriously difficult for private investors.

Crealogix Sells Robo Adviser to Private Bank

The robotic relationship manager also allows the client to get in touch with a human adviser at the bank

Wealthify partners with online money app

Yolt and Wealthify announce in-app integration

IRESS launches new client portal

Financial technology business IRESS today announces the launch of its next-generation client portal with a clear focus on engagement.

Crealogix Sells Robo Adviser to German Bank

The robotic relationship manager also allows the client to get in touch with a human adviser at the bank

Citi Launches Live Chat in Hong Kong

U.S. banking giant Citi is the first bank to introduce text, audio and video banking for the affluent segment in the territory. Following the launch, the technology is also going to be introduced in other parts of Asia.

Alexa wealth management is developing faster than you think

The application was built for a wealth management client, and what he showed off was a truncated version for the audience demonstration that took just two weeks to build.

Broadridge launches new global asset servicing solution

The Broadridge global asset servicing solution helps firms mitigate these drawbacks by standardising and automating processes for announcements, notifications, elections, accruals, entitlements, and settlements globally.

Goldman moves digital bank to wealth unit

Marcus, which makes personal loans online, will be pitched to the wealth management division's clients

SEI Investments Bottom Line Climbs In Q3

"Our third-quarter results reflect our focus on growing our existing markets with market-leading solutions to our clients' most challenging issues, while continuing our expansion into new markets and the development of additional capabilities,&a

SJP plans 10-day blackout for replatforming

It is understood clients will still be able to continue making investments during the down period.

Courtiers switches on digital wealth management with InvestCloud

Global FinTech firm deploys Courtiers client portal as UK wealth manager transitions to all-digital proposition

HSBC Partners with Marstone for Digital Client Engagement, Broadening Its Audience and Easing Access to Wealth Management

The partnership begins piloting later this month and is fully integrated with HSBC’s custodian, Pershing, a Bank of New York-Mellon Company.

Wealth & Asset Management