Managers of Wealth Fintech

Four Reasons More Families Should Invest In Private Tech

When family investment portfolios lack allocation to private tech, it's a missed opportunity both for the families and the tech entrepreneurs in need of investment capital.

Arrow Capital selected Axia for their wealth management operations

Axia is an advanced web-based investment management platform that is continuously being enriched with new and innovative tools, offering a competitive user experience across functions, creating added value to the Firm’s internal operations, client-f

Netwealth forms wealth data partnership

Adviser Ratings chief executive of wealth Mark Hoven said the aim is to increase overall system transparency while lowering transaction costs through smart data and analytics for a range of activities that occur between participants in the channel.

GeoWealth Secures Strategic Investment from J.P. Morgan Asset Management

GeoWealth's cloud-based wealth management technology platform provides advisors a comprehensive suite of features to efficiently manage their practices.

Avaloq wins “Outstanding Wealth Management Technology Provider”

The awards were presented in Zurich on 12 December 2018.

Avaloq launches PSD2 solutions to support open banking

A separate survey of 90 European banks by Deloitte found that about half are planning to use PSD2 to become an Account Information Service Provider

Avaloq launches dedicated PSD2 solutions to help institutions capitalise on new open banking era

Avaloq firmly believes that institutions that provide greater access and engage openly with third parties will be in a better competitive position and will be able to turn PSD2 regulation into an opportunity to better connect to their clients’ needs

The League of Arab States Launches the Common Vision for Arab Digital Economy

The launch of the vision was headed by Ahmed Aboul Gheit, the Secretary General of the League of Arab States, and members of Arab States from Arab Ministers visiting Abu Dhabi and attending Arab Ambassadors to the UAE.

Singapore firm to launch alts robo platform

Xen will be targeting accredited investors in Asia, including Hong Kong and Singapore, according to Katrina Cokeng, Singapore-based co-founder and CEO of the firm.

Objectway mentioned in Gartner’s Market Guide for Digital Banking Platforms

This Market Guide provides Gartner’s initial coverage of the market and focuses on the market definition, rationale for the market and market dynamics.

CI Financial to buy majority stake in Canadian robo-adviser

“We are delighted to enter this strategic partnership,” said Tea Nicola, Co-Founder and Chief Executive Officer of WealthBar.

Is It Time to Revisit the Mature, Manual Processing of Corporate Actions? by Matt Gunnel, Dion Global

The perception of reputational risk is also changing

Global Custodian’s Industry Leaders award winners announced

SS&C’s Bill Stone takes home Lifetime Achievement award as Pershing, Trident Trust, Ultimus, Digital Asset, BNP Paribas and Morgan Stanley all win big.

80% of Wealth Managers Think Their Firm's Technology Is Not Good Enough

InvestCloud launches The State of Digital Investment Management report 2018

IFP Chooses BNY Mellon's Albridge for Wealth Reporting

Albridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.

Technology democratizes wealth management

Fintech opens many new opportunities for businesses to develop their range of services and tap into a broader client base, irrevocably democratizing wealth management

UBS Said to Prepare Cloud Move to Secret Microsoft Data Centers

Banks in Switzerland, the world’s largest center for offshore wealth, are under pressure to cut costs as low interest rates and the dismantling of the nation’s banking secrecy squeeze profits.

InvestCloud survey finds investment management industry falling short on digital offering

This survey shows that there is a clear need from both managers and investors alike not just for more digital adoption, but also for improving the overall quality of digital offerings.

Mashreq Bank’s digital transformation journey continues, with Microsoft Modern Workplace solutions

As part of this phase of the journey, Mashreq has adopted Microsoft Surface devices and Microsoft 365 (Windows 10, Office 365 and Enterprise Mobility and Security) – a solution that brings together productivity and collaboration capabilities with de

HNW Clients Want More Than 'Good' Service From Their Advisors

Ranked just as high by clients are trust and transparency.

Wealth & Asset Management