Managers of Wealth Fintech

SS&C's Black Diamond Wealth Platform Now Integrated with LifeYield's Taxficient Score™

"The key to success in a rapidly changing industry is to embrace technology that enhances the client experience and improves outcomes.

New Report Reveals World’s Ultra Wealthy Population Growing at Nearly Four Times the Rate of Previous Year

This is a sharp acceleration from 2016, which saw only 3.5% growth of this population, reflecting more favorable conditions for wealth creation, despite volatile geopolitics.

Democratising Asia’s mid-market accredited investment space

Crossbridge Capital Asia is making waves in the mid-market sector.

Platform technology provider boasts soaring assets

The strength and scalability of Composer and our single code base which allows continuous updates to cover product innovation and changes in regulation, provides our clients with a secure platform on which to build their businesses.

Ebix Acquires Global provider of asset & wealth management software

Miles is India’s Leading wealth and asset management on-demand software

Global private banking debate: Trust, scale and security key factors in a digital world

Brazil in particular in recent years has had to deal with, at times, 14% interest rates – and, while they are currently in the mid-single digits, it does affect how we interact with customers.

Standard Chartered Hong Kong Sets Up Entity for Its Virtual Bank

Standard Chartered Bank in Hong Kong has set up an entity for its virtual bank

Third Financial Group announces changes to Management Structure

Under the new structure, Ian Partington will succeed Stewart Foster as Group CEO, and Foster will take on the role of Group CRO (Chief Revenue Officer), focussing on the future growth of the combined business.

Six Charts Showing Tech’s Impact on Wealth Management

It’s also changing how banks, technology companies and brokerages attract and retain customers.

Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting

Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices

Pictet launches fund to develop 'smart city' technologies

Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.

Schroders-backed robo scores another Asia client

Singapore-based digital adviser We Invest develops platform for Saxo Bank collaboration

UBS closes robo-adviser SmartWealth to new clients

We are pleased, however, to have entered into an agreement to sell the intellectual property relating to UBS SmartWealth

Wealth managers must understand risks from untested FinTechs to reap the rewards

Wealth managers have been partnering with technology firms for years

New distinctions for Profile's FinTech solution

Profile and its solutions are characterised by technological innovation, competitive functionality, compliance to local and international standards

Five tech risks wealth managers can turn into opportunity

Wealth managers need to look at ways of embracing technology rather than viewing it as a threat

OCBC Launches Robo Service

For OCBC, the tie-up is a bid to «democratize» wealth management by offering products to a wider group of potential clients

Robo consolidation on the horizon as more firms enter market

Paolo Galvani, chairman of Moneyfarm, which has assets under management of about £400m, said he was "surprised" at the number of robo-advisers which are still coming to market.

Private Banking: When a Client Asks for Crypto

They are eager to learn about creative investment solutions with guaranteed returns, for instance in real estate or private equity.

IRESS first half revenues up 8pct, wealth and lending lead

IRESS chief executive Andrew Walsh said: “IRESS’ first half 2018 financial result illustrates our commitment to driving top-line growth and visible operating leverage across the group.

Wealth & Asset Management