Managers of Wealth Fintech

Paytm Set To Launch Wealth Management Products By April

"Paytm Money is currently completing integrations with the respective compliance and regulatory authorities for KYC (know your customer) under the SEBI regulations."

Indosuez and Capgemini collaborate on wealth platform

“This exciting new business will be focused on supporting the ongoing digital and operational transformation of leading wealth management firms worldwide, taking into account the regulatory complexities and high-quality transactional execution requi

Digital banking platform for wealth managers and private banks developed

CA-PBS was created in 1992 at the heart of Indosuez and has since been a pioneer in outsourced banking services.

Objectway Conference 2018: Breaking the wealth management digital deadlock

A show of hands early in the proceedings revealed that a good proportion of those in the room were from UK-based companies.

Dion Global launches Wealth Intelligence platform

Dion Global’s Wealth Intelligence (erstwhile Invantage solution) has been supporting the growth of several wealth management firms in the UK for over thirty years.

UBS Launches U.S. Robo

UBS signed up Californian fintech firm Sig Fig for the development of the product. It concluded the agreement with the company in May 2016.

Profile Software’s innovative solutions for banking and wealth industry

The company today has a presence in Europe, the Middle East, America, Asia and Africa, throughout those regions delivering innovative solutions to both start-ups and established banking and finance institutions, through direct communication or a reliable

Dutch asset manager chooses SS&C

Dutch asset manager launches new client communication and reporting portal using SS&C's Vision FI

UBS Launches Robo-Advisor to Challenge Merrill Edge

The service costs 75 basis points, which FinaincalPlanning.com noted was higher than some of the other robo-advisory services on the market.

Shade Tree Advisors Selects Private Wealth Systems

"After assessing many different investment reporting solutions available in the marketplace, we determined that Private Wealth Systems was the best fit for our firm"

KASIKORNBANK selects Avaloq to support future growth of KBank Private Banking

The project will be Avaloq’s first in Thailand, strengthening its position in the APAC region.

Bank of the West Wealth Management launches new investment app

This unique, U.S.-specific version of the global Voice of Wealth app from BNP Paribas, Bank of the West's parent company, delivers exclusive domestic and global insights anywhere, anytime.

Fidessa agrees takeover bid from Swiss banking software company

Analysts at Berenberg said the deal was consistent with Temenos’s strategy of expanding outside of core banking.

Robo-adviser Wealthsimple raises $51 million to expand service

It currently manages $1.45 billion for more than 65,000 clients in the three markets it operates in.

Wealth managers must go digital

As wealth is passed between generations, advisers must adapt to their new target group and adopt the right technology

Keeping up with the robots

Automation may pose a threat to jobs, but it also puts an added psychological pressure on staff who have to keep pace with the robots

Enough Disruption Talk, Let's Get Real

We asked Peter Schramme, Chief Business Development Officer, that question about disruption and he suggested to weaken the word a little, because every new thing that pops up is called disruption today.

Swiss Fintech firm to bid for U.K. company

There can be no certainty that any offer will ultimately be made for Fidessa.

BBVA Switzerland implements DocuSign tech

BBVA Switzerland is the first private banking organisation to adopt DocuSign in Europe.

Edmond de Rothschild banks on LzLabs for modern mainframe alternative

Among these new features is the organization’s web terminal, designed and delivered by LzLabs

Wealth & Asset Management