Managers of Wealth Fintech

Self-disruption key to Swiss fintech success

These comments are being echoed by others in Switzerland.

5 steps to stay ahead of the demand for digital advice

Most clients would not hesitate to switch advisers for firms with better digital capabilities according to an EY report, which gives five tips for staying ahead of the robo-advice curve.

Dion goes live at Česká spořitelna

Dion´s Real Time Payment Engine seamlessly integrates with three major core banking applications and an additional set of back-office applications.

Ignition Wealth appointment flags fintech future

The development team is working to custom build client engagement solutions, adapting the software for the needs of the Irish market.

Financial planner launches robo-advice service

Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to rival competitors such as Nutmeg, Wealthify and Netwealth

Digital wealth manager to offer traditional financial advice

Our success so far, with over 20,000 clients across three geographies, proves that our digital sign-up process via desktop or app is very well accepted.

Bank Linth Digital Tool for Wider Audience

Bank Linth two years ago launched a robo adviser, an offering that the bank says has been a success.

Dion Goes Live on Amazon Web Services

“Using a cloud based technology platform, firms no longer have to worry about the infrastructure and its maintenance.”

Lugano adviser launches WM platform with European peers

This ranges from expertise in asset management to private equity and real estate investments.

Citi hits gold with online push

The number of active users of stock trading transactions via digital channels also increased 18 percent.

This fintech firm is aiming to steal the dinner off wealth managers' plates by targeting the super-rich

It might seem that high-net-worth investors are unlikely to turn from the trusted wealth managers of Mayfair and the City.

Tandem gets banking licence after closing Harrods Bank acquisition

Tandem is an app-led banking service that lets customers see all their financial information in one place and pro-actively helps them save money.

SS&C to buy DST Systems in $5.4 bln deal

The transaction significantly increases SS&C’s scale, with approximately $3.9 billion in combined pro forma revenue and 13,000 clients.

Merrill Lynch Wealth Management Adds Texting Feature for Financial Advisors

The texting works on both Apple and Android devices as well as web interface.

Northern Trust to buy software development resources from Citadel

Northern Trust will continue to provide middle office and fund administration services for Citadel’s funds.

TD Bank Group acquires artificial intelligence innovator

TD is collaborating with the Vector Institute for Artificial Intelligence, which is developing the next generation of AI technologies.

Falcon Private Bank accepts wealth from crypto assets

Falcon has implemented a process in line with relevant compliance provisions to enable acceptance of wealth originating from crypto assets

Wealth management transitions to the new age of ‘Wealth Care’

Quantifeed has spent the past five years building digital wealth management systems that the company has delivered to financial institutions across Asia.

Credit Suisse offers clients cutting edge digital transformation

Lichtenberger began his keynote address at the Hubbis Digital Wealth Asia event on November 9 in Hong Kong by underlining just how fast technology has changed.

Schroders Wins two awards

UST Global is a Strategic Testing Partner for Schroders

Wealth & Asset Management