Managers of Wealth Fintech

Robo-advising platforms carry new risks

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

How to Achieve Digital Transformation

Disruption is occurring. Here are steps to plot your path.

FOX to Present Technology and Other Critical Updates for Family Offices

Twelve technology providers will demonstrate their newest products at the 2017 FOX Financial Executives Forum

Wealth managers shun the digital revolution

Could we see higher net worth clients switch to cheaper robo platforms?

SS&C Tackles AIFMD and UCITS Compliance with Anova 6.3

The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.

Nutmeg insists raw data beats adviser annual reviews

Mr Port said: “The key challenge will be how the regulator incorporates data and personalisation."

Digital delivery of wealth management - the era of the platform?

The evolution of business models is already underway.

Observations on the Asian robo market

While robo-advisory can increase productivity, instead of fully automating that process, advisers can review the client portfolio and get pre-processed advice to relay to clients.

Zuger Kantonalbank Introduces Advisory e-Tool

Swisscom already sold eVoja to Schwyzer Kantonalbank and in parts to Graubuendner Kantonalbank.

Tilney and SEI Private Banking extend contract by six years

The new agreement extends the companies’ successful relationship to December 2023 and includes a commitment from Tilney to use the SEI Wealth PlatformSM as the default option for future new clients.

Vontobel selects Appian to undertake digital overhaul

Appian can accelerate the development of powerful enterprise applications by requiring virtually no coding.

InvestEdge and MMxCHANGE Named Finalists for Three 2017 WealthManagement.com Industry Awards

Annual awards program recognizes outstanding organizations and technologies that support financial advisor success

Additiv Asia and iKonsultan Inovatama strengthen ties

The local presence of IKON’s consultants in Jakarta and their knowledge of local specificities of the Indonesian financial sector combined with Additiv’s successful track record in delivering digital investment solutions for both end-investors

What next for WealthTech?

On the one hand we see global firms actively embrace the rapidly evolving technological landscape – most recently evidenced by global private banks and investment managers acquiring robo-advice platforms, or indeed building and launching their own

ERI winner in the "Portfolio Management" category

We are proud to have been voted the winner of this prestigious award

Wealth Management Data Startup Addepar Raises $140 Million

Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.

Robo-adviser targets asset managers and banks in platform deals

Scalable Capital targets €500m within a year as it vies for bank and asset manager business

Turns out investors do want robo-advice … and the personal touch too

Wealth management calls for a best-of-both communications model.

When Robos Go Bad

Tom Baker, professor at the University of Pennsylvania Law School, says robo advisors are not immune from conflicts of interest.

BankThink Robo-advisers must do more than help millennials build wealth

An automated adviser would need much more information than robo-advisory services typically collect during their account opening questionnaires.

Wealth & Asset Management