08/01/2019
Envestnet inks new strategic alliance
The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.
Wealth & Asset Management
08/01/2019
Fintech firm builds team for international expansion
This will support new initiatives and innovations that the technology can deliver to the UK and internationally.
08/01/2019
Singapore-based wealthtech startup Bambu raises USD 10 million in Series B round
The funding round was led by Franklin Templeton who also invested in Bambu’s previous rounds.
07/31/2019
Saudi Arabia allows two firms to test robo-advisory services
The both companies will also be permitted to offer automated online discretionary investment management.
07/31/2019
SS&C wins three categories in Waters Rankings 2019
These solutions also address the challenges of achieving good data governance, data management and integration for a seamless front-to-back experience.
07/31/2019
IRESS as preferred provider for core advisory software
The software is underpinned by powerful data analytics, which will enable JBWere to further strengthen its focus on proactively managing risk and compliance
07/30/2019
Dubai Lures Indian Wealth and Fintechs With New MoU
The discussion highlighted commitments to build a specialized business ecosystem and regulatory framework for family offices to operate effectively.
07/29/2019
Adapting to a New Era of Disruption in Wealth Management
The need for a value proposition that differentiates on personal connection remains a success factor for tomorrow’s wealth firms.
07/29/2019
Eight Roads Ventures leads $12M round in StashAway
StashAway will use the proceeds from the Series B round for product development and market expansion, among others.
07/28/2019
Swiss Government to Study UBS French Client Data Ruling
The ministry will carry out a “detailed analysis once the written grounds are available,” the FDF said in a statement on its website.
07/26/2019
Edinburgh fintech beats FTSE as it tops £15bn assets
This marks a year-on-year drop of more than 64 per cent compared with the same period in 2018, when net flows stood at £315m.
07/26/2019
ERI wins the Best Banking System category for 2019
Following an online nomination, survey and poll which attracted over 10,000 votes from across the industry, a total of 121 companies were nominated for the 2019 Awards, which are managed by Goodacre UK.
07/26/2019
We Make the Best Wealth Management System
This testifies how Objectway WealthTech Suite is increasingly gaining traction in the Wealth and Investment Management industry as the new generation digital platform of choice
07/26/2019
Cube Wealth expands into Hong Kong, Switzerland and UK
The company works by allowing the customer access to a SEBI
07/24/2019
UBS Financial Adapts to a New Generation with Award-Winning iPad App
The future leaders of Tampa can now balance their to-dos of today
07/22/2019
Kickstarting the wealth industry technology revolution
Over the last three years, wealth managers and private banks have become starkly aware of the need to address the impact and use of technology and the way they do business.
07/19/2019
FNZ Acquires Wealth Management Software Firm
The significant acquisition consolidates the combined FNZ-JHC group’s position as the most reliable and trusted technology provider to the UK wealth management and broking platform sector
07/19/2019
Ping An-Backed Wealth Manager Exits P2P Lending
This includes the reporting of the flow of funds between various parties and accounts, online deposits and having an accounting system with well-defined and standardized fund deposit clearing.
07/18/2019
Abu Dhabi regulator sets up framework for robo-advisers
Framework will promote fairness, accountability and transparency in the use of alogorithm-based tools
07/18/2019
Swiss Firm Seeks Wealth Disruption
The company doesn't want to be known as a robo adviser: Dufour is a digital wealth manager, the trio insists, whose digital investment capabilities include thorough and personal advice process.