Managers of Wealth Fintech

Juerg Hunziker: «IPO Isn't Avaloq's Only Option»

Avaloq's «Mother of all Tech Projects» Tied Extensive Resources

Geneva Fintech Association boosts membership with new WM

Through the partnership, we also intend to play a major role as a reference point connecting the fintech ecosystem and the wealth management industry in Geneva.

Do You Want Digital Bankers? No Thanks, Say the Rich

The future rich of this world expect what is perhaps better termed «traditional qualities» of their relationship managers, a study compiled by Credit Suisse and the Young Investors Organization showed.

Utilizing technology to help pension plans manage risk

Technology can help plan sponsors and advisors, and others, respond more swiftly to market shifts and changes in accounting procedures.

Zoe Financial Wins Morningstar's Annual Fintech Competition

The head of the digital lead generation site says it has already connected $100 million in new client money with advisors.

Contineo launches a Lifecycle Management module as a client engagement tool for Wealth Managers

Taken together, these capabilities allow wealth managers to enrich their client interactions with better, more timely information

Australian SME challenger bank goes live with Temenos

Judo Bank selects cloud-native, cloud-agnostic Temenos T24 Transact to transform the SME experience

Mada Capital signs for Profile Software Axia

MADA Capital is a financial group based in Dubai, providing financial services and advisory including asset management, fund management and growing wealth for individuals, family offices and institutional investors through tailor-made solutions and global

Focus on mobile wealth management

It is not possible to even list all the features in a review of this length, but this is a system for firms who want to engage with wealth clients across all generations.

Bank workers who survive robot uprising stand to make more money

Forty per cent of existing jobs at financial firms could be automated with current technology, McKinsey said.

ERI has announced a new partnership with the Geneva-based company

The two companies have collaborated to integrate Integraal’s Solutions for Finance suite into ERI’s OLYMPIC Banking System software package using an API.

SS&C Celebrates Black Diamond Wealth Platform $1 Trillion in Assets Milestone

Black Diamond manages complete wealth picture with purposeful suite of tools and best-of-breed integrations for more than $1 trillion assets

The Transformation of Client Engagement

You may have heard reports in the industry about a new private wealth management proposition called focus:wealth.

Moving to a low-carbon future – why banks and companies need to step up by Bill Winters, Standard Chartered Bank

We’re making progress on understanding our contribution to climate goals, but cannot go it alone

Stockholm-based fintech wins ‘Best Pitch Award’ at Avaloq’s inaugural Fintech Tuesday avaloq.one event

Cboe Vest Technologies won after a five minute live-demo to an audience of financial institutions, fintechs and other industry stakeholders.

Sumitomo Mitsui Trust Bank (Japan) selected Acumen-net to be deployed across 6 Overseas Offices to support their Treasury Operations

Acumennet will also support flexibility and efficiency of operations by integrating several dealing platforms currently used by SuMiTB.

Wealth & Asset Management