Managers of Wealth Fintech

The Robos Are Getting Socially Responsible

Socially responsible investing is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact

Temenos second-quarter sales up 14 percent

"This is translating into significant growth in our market as banks embark on front-to-back progressive renovation of their legacy systems."

WDX - A Finalist for the 2017 WealthManagement.com Awards in New York

Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success.

FXAwards - Silver Win for SHL Digital Client Portal

Clear customer insight was also a focus

Tool launched to help advisers meet EU rules

The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.

SS&C Enhances DDJ Capital Management's Operations with PORTIA's SaaS Platform

We're seeing strong interest from companies like DDJ in SaaS and outsourcing service options

Robo advisers set to rock investment world

They are able to do so by using a computer which can perform a much more sophisticated job than its human equivalent - at the touch of a button.

Dion Global wins two accolades

The awards are managed by Goodacre UK, the leading specialist consultancy for the financial services industry, and recognise the leading software suppliers through an independent annual accreditation process.

Lufax to launch first overseas online wealth management platform in Singapore

Pure online wealth management platform that will serve retail investors all over the world.

Rino Borini: Banks Not Delivering to Clients

But the biggest problem is that banks aren’t offering their clients what they demand.

IRESS named ‘Best Trading Platform’

The award recognised the highly configurable nature of the technology and its ability to deliver real-time services to users.

Brexit won’t help Britain survive the rise of the robots

Its production index for industrial robots stood at 25 in 2009, achieved 175 last year and rocketed to 225 in June this year.

Allfunds unveils API platform for wealth management

This Platform will integrate Allfunds’ technology and services into their digital solutions in an easy and cost-effective way.

HUB24 excels in adviser satisfaction

The Investment Trends Planner Technology Report is based on a quantitative online survey of 533 financial planners conducted by Investment Trends between 10 April and 15 May 2017.

Digital Wealth Management platform crowned “Best Digital Advisor-Client Solution”

The company has also been confirmed as an accredited system provider with the 2017 GoodAccredited Standard for the second consecutive year.

Designing for humans in wealth management

Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes.

Nedbank Wealth and icandi CQ create cybercrime awareness campaign

Nedbank Wealth and icandi CQ hope to prove that South Africa does have the people to fight cybercrime; it’s just not the traditional professionals that are usually thought of.

Who has the edge in digital startups vs. traditional wealth management?

The focus needs to be on what advisers and clients really need, said Kelli Keough, global head of digital wealth management at JPMorgan Chase.

Advisor Group Planning Fourth Quarter Robo Rollout

Launched in Alliance with Jemstep; Eliminates Paperwork for Broad Range of Brokerage and Advisory Accounts Through Seamless Integration with Pershing and Envestnet

iCapital® Network Secures Strategic Investment from UBS

Underscores value of market-leading technology in providing retail access to alternative investments

Wealth & Asset Management