09/25/2018
Transforming The Client-Advisor Experience: The Holistic Approach
Implementing a robust, enterprise level Client Lifecycle Management solution is the game changer.
Wealth & Asset Management
09/25/2018
Digital Wealth Services Platform Wins Industry Award
Folio's DWSP delivers advisors and wealth managers with an unparalleled digital investment advice experience.
09/25/2018
Fintech startup altiore to be acquired by iifl's wealth management arm
The company had rolled out its flagship product in February last year and had not raised any external funding.
09/21/2018
Digital wealth manager launches partnership with venture capital firm
Tiller Investments, the online wealth manager, has struck an agreement with West Hill Capital.
09/21/2018
Wealth Intelligence platform launched
We are excited to officially announce the complete launch of our Wealth Intelligence (WIN) platform, a truly unique, cost-effective, fully-featured wealth management solution for wealth managers and financial institutions
09/21/2018
Fenergo expands in to asset and wealth management
This expansion will allow clients from other market segments to benefit from their award-winning capabilities for the first time.
09/19/2018
IRESS announces integration between XPLAN and moneyinfo
We continue to expand our integration partnerships and we will be adding further integrations in the coming weeks and months
09/18/2018
Emotomy To Provide Wealth-Management Platform To Transatlantique Private Wealth
Digital platform to serve worldwide private bank
09/17/2018
Standard Chartered Private Bank integrates tech and tradition for new UK Resident non-Domiciled service
Standard Chartered’s UK RND service uses technology based safeguards to automatically segregate cashflows.
09/17/2018
Avaloq upgrades open software architecture designed to make banks more agile
The upgrade to Avaloq’s open software architecture allows financial institutions to consolidate IT operations onto a single platform.
09/14/2018
Oranj Named 2018 WealthManagement.com Industry Awards Finalist
Winners are selected by a panel of independent judges made up of top names in the industry.
09/12/2018
Profile Software at the Annual Middle East Banking Innovation Summit in Dubai
It supports banking in the digital era through online and powerful features for client onboarding, transactions, loans, mortgages, automated credit scoring and payments.
09/11/2018
A ballsy effort by Avaloq
Well, after Money Management's recent and highly successful Future of Wealth Management Conference, the answer is arguably Avaloq.
09/10/2018
Jersey based asset manager selects wealth platform
The Wealth Intelligence platform is hosted on Amazon Web Services
09/10/2018
Absa Wealth appoints Societe Generale for Wealth International client value proposition
This deal also demonstrates the ongoing investment and our long-term commitment to the Securities Services business in the UK” comments Bertrand Blanchard, Country Head for SGSS UK.
09/09/2018
Coutts launches digital Sipp
Coutts is the latest company to make a move in the automated, non-advised Sipp space.
09/07/2018
Fintech Displays Private Banking Performance
Finguide will try to get more banks and asset managers to sign up to its performance comparison to increase transparency in Swiss banking.
09/07/2018
SS&C to acquire data-sharing platform for $1.5B
Acquisition increases key account footprint and adds cloud-based virtual data rooms and secure collaboration solutions for SS&C's banking and alternatives clients
09/07/2018
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.
09/06/2018
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.