Managers of Wealth Fintech

Citi Wealth Rolls out AI Tools for Advisers and Client Teams

Citi Wealth has deployed two artificial intelligence platforms designed to accelerate client communications and streamline adviser workflows across its global operations.

Wells Fargo adds alternative investments to Unified Managed Account programme

All investing involves risk including the possible loss of principal.

The power of precision: private banks turn to new generation of clients

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients

Bank of Singapore Introduces ‘Catalyst’ for Ultra-Rich Wealth Management

The launch comes as family offices in Asia Pacific grapple with rising operational expenses and growing demands for technology platforms

Bybit Private Wealth Management's Standout USDT Yield Strategy Set New Bar in July

Capturing the rapid tides of crypto and global markets in July

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

New wealthtech start-up PloutosX founded by former Barclays UK exec Natasa Kyprianidou

The start-up plans to carry out its first fundraising round in September valued at £3 million pre-money.

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Objectway’s founder and management partner with Cinven for growth

The majority investment marks the start of a new phase of growth for Objectway

SS&C Technologies integrates wealth offerings into single platform

The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers

d1g1t’s vision for scaling AI-driven wealth management advice

CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.

Standard Chartered and Alibaba Group Sign Strategic Technology and Growth Partnership

Two industry powerhouses will work together to advance development and implementation of AI technologies

BIBD Securities Sdn Bhd (BIBDS) enhances wealth management service offering with Avaloq platform

The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.

Access Bank UK to deploy wealth management tech from Profile Software

A key component of Axia’s value proposition is the Digital Investments Hub

Investec deploys SunTec Xelerate to enhance pricing and billing for corporate clients

SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.

Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset

Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.

Wealth & Asset Management