Managers of Wealth Fintech

Wealth Managers’ Headaches, Opportunity From Tech

A boom in Artificial Intelligence is opening up another yawning skills gap in the wealth management industry.

Multrees Investor Services completes platform migration for Saltus in just 3 months

A dedicated project team from Multrees worked closely with Saltus so that the business could select exactly which services were right for them.

Digitalized Global Wealth Management platform Wins 10 awards

We are very proud of our global investment team with such great achievement.

Profile expands its Partner Network in Europe and Asia

Profile Software is committed to delivering value-added products and services to the Financial Services firms that boost productivity and meet demanding needs to help them expand their services.

Dunstan Thomas launches Integro CX

Integro CX is designed for integration with existing Imago Illustrations and Administration modules and offers a suite of ready-to-use plug-ins to enable creation of highly functioning, feature and data-rich customer and administrator user experiences.

Wealth Dynamix Secures 4 Accolades

An innovative solution built with an omni-channel strategy at its core

Objectway shortlisted for the WealthBriefing European Awards 2019

Winners will be announced at a gala awards dinner, which will be held in London on 11 April at The Guildhall.

Envestnet goes after the richest investors: Q&A with CEO Jud Bergman

Several software add-ons break down client assets into a single portfolio dashboard, according to an Envestnet spokeswoman.

SEI partners with Inovéa to boost France presence

Training in the use of SEI's systems progressed throughout France and the Caribbean for more than 450 advisers, SEI noted.

Private banking: Wealthtech 2.0 – when human meets robot

Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.

Why Establish A Virtual Multifamily Office?

Many rich families instead prefer the alternative of using a multifamily office.

Smith & Williamson adopts Avaloq’s SaaS solution

Through SaaS, we expect to receive high levels of support and availability via a single point of accountability, while always benefitting from the latest software in the market.

Liechtenstein-Based Crypto Fund Manager Receives Backing from Dubai Royal

“Even in our worst month we still made 8 percent profit on our investments,” said Frank Wagner, co-founder of Invao.

United Income releases expanded version of wealth management software

United Income, an independent wealth management software company, has released an expanded version of its wealth management software.

Emirates NBD Private Banking to connect start-ups with investors

First bank-facilitated deals platform of its kind in the region

Robo advisor Personal Capital just raised $50 million as it gears up for an IPO

Personal Capital, a digital wealth management platform that competes with Betterment and Wealthfront, just announced a $50 million fundraising round, led by Canadian financial services firm IGM Financial.

Wealth tech firm opens new office in Massachusetts

Apart from the new office, Spearhead also has a branch in Florida.

Robo-adviser launches junior Isa

The money deposited into a junior Isa, and any earnings made on the investments, will belong to the named child and cannot be accessed by a parent or guardian.

Nedbank Private Wealth App continues to climb its way to the top of global industry rankings

Cutter also attributes the impressive research rankings to Nedbank Private Wealth's commitment to being highly attentive to its clients' needs and preferences, and its proven ability to identify industry and consumer trends and incorporate them

Julius Baer Revamps Tech Arm

The Zurich-based wealth manager has invested more than $1 billion in improving its technology since 2014.

Wealth & Asset Management