Managers of Wealth Fintech

The bright future for digital in Asian wealth management

The message is that technological solutions must enable wealth managers to be flexible and to facilitate vital and useful communication

RIA Assets on BNY Mellon's Pershing Platform Cross the $600B Mark

As a result, Pershing is now one of the largest custodians of fiduciary assets in the nation.

The Future For Automated Advice - Wealth Dynamics

Robo-advisers must have the capacity to consider investors’ needs from the outset and throughout their relationship

Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360®

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

Broadridge partners StatPro for performance analytics

Broadridge Financial Solutions, Inc. (NYSE:BR), a global fintech leader, today announced a new strategic partnership with StatPro Group, the leading provider of cloud-based portfolio analytics and asset pricing services for the global asset management ind

Invesco acquires Intelliflo

Invesco Ltd. has acquired Intelliflo, a market-leading UK provider of advisor-focused digital solutions.

Fifth Third Bank launches digital advice platform

The platform offers 14 investment portfolios and charges an annual advisory fee of 50 basis points, “a fraction of the cost of traditional investment management fees,” the bank said in its announcement.

Avaloq and IBM to build Swiss banking cloud

As part of the agreement, the Avaloq employees currently operating Avaloq’s data centers in Zurich and Lugano will join IBM in the existing locations.

Avaloq and IBM to build Swiss banking cloud

The Swiss Banking Cloud will be ready for on-boarding Avaloq’s new SaaS and BPaaS clients in Switzerland in the second half of 2018.

Robotic Process Automation Software - Promising New Technology

The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions

ERI winner in the Transaction Processing category

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies which “have demonstrated innovation and excellence” during 2017.

Credit Suisse Adds Fintech to Hong Kong Digital Push

The Zurich-bank is releasing Canopy's technology in both traditional and simplified Chinese for the Hong Kong market – a nod to Credit Suisse's biggest market in Asia.

BBVA Compass Adopts SEI Wealth Platform

Unified Platform Supports Firm's Digital Strategy, Continued Relationship Fosters Mutual Growth

Principal Financial Group Acquires Digital Advice Platform

The $670 billion AUM Principal Financial Group has been working with the fintech provider since last year. RobustWealth will continue to license the platform to firms outside Principal.

Basler Kantonalbank partners with Vontobel on digital distribution

Over 60 banks and 500 asset managers with more than 4,000 users in total currently use this real-time platform to create tailor-made bespoke investment solutions.

KKR Acquires BMC Software in Private Equity Deal

KKR acquires BMC Software. Private equity firm attempts to accelerate BMC's digital transformation capabilities for IT service management (ITSM) and more.

Red Deer selected by Close Brothers Asset Management to support MiFID II processes

This approach has the added advantage of preventing inducement across the firm.

Digital wealth manager Moneyfarm raises £40 million

Moneyfarm uses a blend of algorithmic-based investment advice backed by a team of consultants to reassure its customer base of 27,000 active retail investors and discuss portfolio performance.

Nikko AM adopts Bloomberg's portfolio and risk analytics platform

The platform also comes with an automated reporting function, which the company says will help its institutional clients cut down on the manual work required to produce reports, thus saving time and boosting productivity.

New Wealth Seeks Partnerships With Established Institutions

Besides these products, New Wealth is seeking partnership via its Experience Lab with robo-advisor startups and established financial institutions to jointly create new digital wealth solutions.

Wealth & Asset Management