Managers of Wealth Fintech

Navigating the future: Top wealth management trends in Q1 2024

The spotlight on generative AI further exemplifies the industry’s technological pivot.

NorthWall Capital to Scale its Credit Business with Broadridge’s Sentry Portfolio Management Solution

Broadridge’s Sentry solution brings greater accuracy and transparency to the private credit process and provides front-to-back-office functionality to increase overall efficiency.

Approval of temporary exemptions from conditions for maintaining the listing in accordance with article 7 Listing Rules and the delisting of Crealogix Holding AG's registered shares

Temporary exemptions from certain conditions for maintaining the listing in accordance with article 7 Listing Rules

Revolutionising wealth management: How AI and tech are setting new standards

Modern WealthTech software has become a linchpin in enhancing customer retention and fine-tuning investment strategies.

Could blockchain reshape AML in wealth & asset management?

At its core, a blockchain is a secure, distributed database.

Vencora acquires CREALOGIX

CREALOGIX was founded in 1996

Empowering Swiss investors: The rise of client-centric WealthTech solutions

The digital consumerism era compels them to evolve, integrating technology with traditional touchpoints to meet the modern investor’s n

How additiv helped ATRAM transform wealth management in the Philippines

This case study produced by leading FinTech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM

It Can’t Just be about Tech

Meanwhile global equity investors search for further support for the rally from the rest of the world.

Saudi Arabia's Wealth Management Sector Embraces the Future with Robo-Advisors

Saudi Arabia is at the forefront of financial technology innovation with the rise of robo-advisors. Discover how this digital renaissance is reshaping wealth management in the Kingdom and beyond.

Security Bank joins Avaloq to digitise its wealth management business

The bank’s wealth management platform will automate and standardise workflows and enable Security Bank to offer a full spectrum of bespoke investment advisory services and products

WealthOS and Quai Digital Forge strategic partnership to revolutionise wealth management

Quai Digital stands out as a leading provider of B2B wealth management white label outsourcing services.

Pontera Partners with CAPTRUST to Enable Enhanced Retirement Planning and Wealth Management Capabilities

CAPTRUST to leverage Pontera's platform to elevate its wealth management services

Navigating the New Fiduciary Marketplace, Leveraging Emerging Tech and Positioning for Growth: Speaker Lineup Unveiled for Broadridge 360 Advisor Summit

Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks

Wealth & Asset Management