Managers of Wealth Fintech

SEI Enhances Technology for Improved Wealth Management Decision-Making

Organized End-Reporting, Investments and Advice Deliver Greater Insight to the Wealthy

Premier Asset Management launches digital portal

There will be no additional costs for advisers or their clients to use PremierConnect.

IRESS unveils a string of wealth management technology collaborations

"The IRESS team has shown a deep understanding of our business and worked closely with us to deliver a solution that meets the needs of our firm."

Robo-adviser Nest Wealth launches platform for small-business group RRSP plans

Nest Wealth, in partnership with Vanguard Investments Canada Inc., Morneau Shepell Ltd. and Canadian Western Trust, will allow companies to offer their employees group RRSP plans with fees under 1 per cent of assets administered through the plan.

Swiss private bank Completes Rollout of Front-Office Solution

We have completed the migration of all existing front-end tools

Wealth dynamix crowned best boarding solution

Wealth Dynamix is renowned as a market leader across Europe and helps financial services businesses meet shifting client and regulatory dynamics and has consistently pushed the boundaries of digital innovation and cloud technology on an international scal

Technology is simplifying the business of asset management in India

This will, for the industry, bypass all the onerous paperwork that involved filling multiple forms, taking signatures and signing photographs.

Integration Update: Everysk Technologies and Black Diamond now available

Black Diamond is revolutionizing the wealth management experience with innovative, cloud-based tools that strengthen connections with clients and prospects.

Amazon in wealth management? What about Costco or Target?

“People may roll their eyes in the land of wealth management and financial services, but it’s no longer a place for just banks. They don't own it anymore,”

Northern Trust strengthens private equity audit via blockchain technology with PwC

Such innovation assists clients as they invest in the opportunities arising from emerging technologies.

Financial advisers unsure on robo-advice role in their practices

Advice businesses are cautious about new technology

SEI and Quovo enter into partnership for data platform

Technology to Increase Transparency, Provide Seamless Client Experience

Private Wealth Systems Expands LATAM Presence

A family office in Latin America selects fintech innovator for account aggregation and multi-asset portfolio management.

Citigroup Shifts to Wealth Management in Hyper-Digital Korea

“The revolution in banking is that because of technology changes, customer behavior is changing every single day and their expectation is changing every day,” Carney said in an interview in Seoul. “I think we are the model for the future

BMO Wealth Management Adopts SEI Wealth Platform

Unified Platform Continues Market Momentum in 2018, Providing Scalable Solution to Support Firm's Focus on Growth

Objectway announces a distribution partnership with BML Istisharat

BML Istiharat works with more than 300 clients worldwide, including several Fortune 500 companies,

RobustWealth Adds Powerful Direct Indexing to Digital Wealth Platform

"Our direct indexing feature empowers advisors to customize client portfolios in a tax-efficient manner."

NorthCoast Asset Management Selects SS&C to Deliver Investment Operation Transformation

Independent RIA chooses SS&C's Global Wealth Platform and outsourcing services to modernize and streamline their investment operations

Digital disruption or a digital renaissance for wealth managers?

It would seem that most organisations are stuck somewhere in the middle of digital explorer (26%) and digital player (29%) - some 55%, according to the opening speaker, Thomas Zink, Research Director of IDC.

Finantix Acquires Asian FinTech Start-up smartfolios

Adding quant-enabled wealth management capabilities to its digital platform

Wealth & Asset Management