Managers of Wealth Fintech

Capital One, Goldman Sachs Jump on Wealthtech Bandwagon

Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.

Front Office goes Digital

The briefing will inform delegates on how to improve advisor productivity and client experience with a digital platform that provides intelligent customer management, daily planning and high levels of automation.

Swiss banking software firm buys competitor for $559 Million

Has achieved rapid growth with both top tier and mid-market banks in the US and internationally

Geneva and Eze under one roof: a powerful combination

We are joining forces on account management and product development to ensure our clients experience the simplicity of working with a single provider.

Lloyds-Schroders venture hit by platform problems

"The new wealth platform will bring a number of benefits to clients including the ability to see all their investments in one place, online 24/7."

Trends: Digital-only banks expected to gain traction in Asia-Pacific

Regulators in Hong Kong, Singapore and, more recently, Malaysia are at various stages of drafting relevant regulations and approval processes.

Bravura Wealth Management revenue up 14pc

Wealth Management FY19 EBITDA increased 17% to A$53.9m (A$46.2m in FY18).

Qatar banking sector shifts towards digital technology: OBG

“Globalisation and new cost structures, as well as digitalisation and consumerism, are pushing banks to redefine the business model in order to address pressures and sustain growth.”

Results: Iress delivers stable half-year performance

Iress also reported that the company expects FY19 guidance to remain unchanged and in line with guidance.

Tiger Global invests $15mn in wealth management startup INDwealth

INDwealth plans to utilise the capital to build its technology, artificial intelligence and advisory team.

Wealth Wizards to launch DB abridged advice service

The FCA's 'abridged advice proposal is a lighter form of DB pension transfer advice which cannot recommend a client to transfer.

Avaloq successfully onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months

The merger of Intesa Sanpaolo Private Bank (Suisse), the Italian Intesa Sanpaolo group’s Swiss private banking subsidiary, and Banque Morval was completed in April last year and created the new legal entity Intesa Sanpaolo Private Bank (Suisse) Morv

Digital Needs Of Both Asset And Wealth Managers

Both communities are looking for the tools, content, and capabilities they need to address their emerging business challenges during this digital transformation.

Octopus to acquire wealth technology business for £10m

The firm currently has around £10m of assets on its platform and around 300 customers.

Aberdeen Standard Investments Successfully Integrates and Extends Investor Servicing with SS&C

SS&C helped ASI successfully consolidate and standardize their investor servicing across the combined Aberdeen and Standard Life global operations.

SS&C's Black Diamond Wealth Platform Integrates with RIA in a Box's MyRIACompliance Software to Provide Real-Time Updates

The integration is now live and available to RIA in a Box MyRIACompliance clients.

Wealth & Asset Management