Managers of Wealth Fintech

Innovative and consultative, this is the approach of the new wealth-tech

A complex context in which it is crucial to identify partners capable not only of offering cutting-edge technological solutions with the evolution of the market, but also a targeted consultancy approach.

First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience

Collaboration aims to enhance client engagement and streamline advisory services through innovative technology solutions

France’s ODDO BHF taps S64 to enhance private markets access

S64 is a FinTech and solutions partner to the investment management and private banks industry.

How FinTech is Transforming Wealth Management in the UK

These platforms use robo-advisors, which leverage algorithms to provide tailored investment recommendations

Swiss financial center is facing the next big thing

This project aims to revolutionize traditional interbank trading by introducing a digital franc as a wholesale CBDC (Central Bank Digital Currency).

Season's Greetings from Managers of Wealth

Thank you for your trust and support

WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance

As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.

75% of private banks lack digitalisation skills needed for transformation

They’re also more likely to lack in-house skills to support digital transformation projects.

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience

How Fintech is Redefining Wealth Management and Personal Finance

With mobile applications, robo advisory, and artificial intelligence, fintech makes investment solutions and monitoring and planning of personal finances possible.

ERI awarded “Outstanding Wealth Management Technology Provider – Back Office” at the Private Banking and Wealth Management DACH Awards 2024.

The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector.

Frontier Asset Management Selects SEI to Launch Active ETFs

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

Profile Software is recognised in the 2024 Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms

The recognition of Profile Software in Gartner’s Market Guide for Wealth Management All-in-One Advisor Desktop Platforms underscores our commitment to providing innovative solutions

Allfunds Partnership Tokenizes Private Markets Access

We are delighted to partner with Hamilton Lane and Apex Group for this exciting project.

The Future of Wealth Management: Pension Funds and the Promise of Tokenized Assets

This evolution is more than a technological shift—it’s an opportunity to redefine access, efficiency, and growth in a sector long dominated by traditional models.

S64 appointed to deliver cutting edge technology platform to enhance ODDO BHF’s private markets offering

Working in close partnership with ODDO BHF to understand their specific requirements, S64 have designed and implemented a front-to-back solution tailored to ODDO BHF’s core markets of France and Germany.

Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024

Everest Group PEAK Matrix® highlights Broadridge’s relative market success and overall capability of technology based on performance, experiences, ability, and knowledge

Wealth & Asset Management