11/25/2024
With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.
11/25/2024
The widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the growth of the market.
11/25/2024
Transaction supports industry-leading wealth technology platform's next chapter as a private company
11/22/2024
These professionals are optimistic about the technology, with the same proportion believing AI will bring benefits to the industry.
11/21/2024
By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.
11/21/2024
Amundi acquires aixigo to accelerate the deployment of technological solutions to distributors of savings products
11/21/2024
New enhancements address industry needs to quote at unprecedented scale, while optimizing trading technology to unlock significant efficiency gains for traders
11/19/2024
The company’s growing global client base includes wealth owners and family offices, who particularly value the platform’s ability to support succession planning.
11/19/2024
The adoption of tokenized funds by the world's largest asset managers has created a need for the fund administration industry to evolve into an onchain format.
11/19/2024
This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.
11/19/2024
Through this transaction, Fourcore becomes the sponsor of the publicly listed investment vehicle.
11/19/2024
Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.
11/18/2024
Asia, and particularly Singapore, is at the heart of this transformation.
11/18/2024
This digital transformation is reshaping traditional practices, making wealth management more accessible, efficient, and customer-centric.
11/15/2024
Private markets firms are leveraging social media to engage with investors, management teams and other audiences as industry evolves
11/15/2024
A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.
11/14/2024
Zeplyn's AI Meeting Assistant for wealth management turns conversations into precise notes.
11/13/2024
This strategic investment aims to enhance BOV’s operational efficiency across multiple divisions, including Asset Management, Private Banking, and Prestige Client Networks.
11/13/2024
The financial services sector is undergoing a significant transformation, largely driven by rapid advances in technology and changes in investor behaviour and needs.
11/12/2024
New York-Based Team Overseeing $180 Million Joins Osaic