Managers of Wealth Fintech

CreditEase Wealth Management Receives Three Best Wealth Manager Awards

Our "Three Golden Principles for Asset Allocation" remain a cornerstone for our wealth management business

Back to…Crypto!

The Canton of Zug, also known as the “Crypto Valley” is currently the only Canton in Switzerland accepting contributions in kind using cryptocurrencies such as Bitcoins, Ethereum or Ripple.

Envestnet | Tamarac Announces Agreement to Acquire PortfolioCenter® from Schwab Performance Technologies

The agreement with Envestnet | Tamarac supports this strategy, given their history of innovation with advisor portfolio management solutions.

Jersey Finance’s Head of Technical Wins Gold

To have won this award is clearly very positive for me personally

Considerations for wealth managers to improve their technology stance

Various industry reports suggest that wealth managers are still lacking in confidence when it comes tackling cyber threats.

Wealth managers face tsunami of change in digital age

A 2018 survey from fintech firm InvestCloud reported that the investment management industry is drastically under-prepared to cater to the digital needs of the next generation of investors – not only in the US, but also in the UK.

Liechtenstein Bank Creates Cryptocurrency Trading Platform for Institutional Investors

A private bank in Liechtenstein has established a cryptocurrency trading platform for institutional investors. Balzers-based Bank Frick will offer the service through its new subsidiary DLT Markets AG.

Iress eyes DFM growth to boost profits

In 2018 results posted today, Iress reported a group revenue of AUD$464.6m (£252.8m), up 8 per cent on 2017.

Wealth management fintech iFast Q4 profit climbs 46% to $2.6m

The group's China operations was loss making for the quarter, though it narrowed its loss slightly to $1.12 million, from a loss of $1.14 million for the year-ago period.

Liechtenstein’s LGT goes live with Avaloq Banking Suite in Austria

The roll-out complements similar activation projects for LGT with Avaloq in Liechtenstein, Switzerland, Singapore and Hong Kong.

Wealthtech Nutmeg Doubles Down With Goldman's Investment For Global Expansion

The move will likely see Goldman position Nutmeg alongside its retail savings platform Marcus.

Top 5 Lessons Private Banks Can Learn From Fintech

There are also several white-label innovations which can be plugged in to private banking platforms

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 & Asset Management