Managers of Wealth Fintech

Canadian £1.2bn robo targets UK pension wealth

The robo-adviser has raised £122 million in funding from investment firm Power Financial Group.

Wealth Wizards developing talking robo-adviser

"Speech is not there yet but it is getting there and we are preparing for when it has arrived."

The Big Interview: Bravura tech boss on avoiding the darker side of AI

Bravura chief technology officer on how the sci-fi of his teenage years has come to pass

WealthTech investments reached 80% of last year’s total in Q1 alone

Global WealthTech funding is on track to surpass 2017’s record with over $2bn invested in Q1 2018

Bremer Bank Adopts SEI Wealth Platform

Strategic Win Supports Unified Platform's Increased Momentum Over Past Six Months

Clients’ digital ways have advisers jumping headfirst into fintech

Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.

Crossbridge Capital Expands Platform

It is complemented by the firm's existing wealth management and advisory services for high net worth and ultra high net worth investors.

A Crypto Tycoon, Banking Heir and the Mysterious Fight for Gold

Petropavlovsk cut gold output in recent years to focus on more profitable ounces, and so far it seems to be working.

Profile Software unveils Axia Robo Advisor

The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.

JHC to source market data from VMS

The partnership is a significant step for the US based market data provider which is looking to increase its European and MENA client base.

Family Office Risk Management in the Digital World

Many family offices manage wealth equivalent to that of a small or mid-size business (SMB), and they face similar technology needs.

BNY Mellon's Pershing Adds Capital First Trust Company to Its Trust Network

Capital First focuses on special needs trusts—an area of growing interest for Pershing clients.

The FMS.next Banking platform available in Cloud and SaaS

Utilising cloud, banks gain a proven, secure and continuously supported infrastructure to manage their banking operations end-to-end, at any time, with 24/7 access, hassle-free.

Morningstar Launches Morningstar Direct for Wealth Management, a Comprehensive Software Solution Enabling Collaboration Across the Enterprise

Morningstar Direct for Wealth Management addresses the challenges wealth management professionals face including organizational alignment, disparate technology solutions, and changes in the regulatory environment.

Wealth & Asset Management