Managers of Wealth Fintech

Australian-owned wealthtech HeirWealth launches

The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

LGT taps Finastra to roll out instant payments services in Europe

With Finastra’s solution and industry expertise, we will gain the necessary agility required to keep pace with regulatory and industry demands.

Alpian’s $83m Series C round sees Intesa Sanpaolo’s Fideuram become majority shareholder

Alpian has collaborated with the firm to assist with the digitisation of its wealth management services.

Fideuram - Intesae Sanpaolo acquirres majority stake in Alpian

This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.

Overhyped, but ignore at your peril: AI in Wealth Management and Private Banking

This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.

Crookall chooses Objectway as a strategic partner for digital transformation and market expansion

The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.

The tech provider powering some of the UK’s largest wealth managers

The software architecture means that the risk, the effort and the cost is shared amongst the client community.

“Private banking will become a digital platform”

Private banks often fear that digitisation will lead to the disintermediation of the customer’s relationship manager by an APP or, worse, a robot-advisor.

Top US Bank, Commerce Bank, goes live on the FedNow Service with Temenos

FedNow roll out continues Commerce Bank’s progressive modernization from legacy systems to a single, future-ready, cloud-native platform

The digital frontier: how tech-driven wealth management is transforming multi family offices operations

The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.

Broadridge Reports Third Quarter Fiscal 2024 Results

Recurring revenues increased $8 million

Monument hits $2 billion in customer deposits

Monument’s dedication to the mass-affluent segment is exemplified through exceptional client service and products that help individuals grow and enjoy their wealth.

How AI can dictate wealth management strategies for millennials and Generation Z

If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.

Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange

Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity

Fundpath Secures Further £2m Investment From Fuel Ventures

This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.

Paris-based fintech RockFi raises €3M just three months after its official launch

RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.

Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth

This solution will enable Kinsted Wealth to improve client experience with a 360° client view

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest

Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.

Wealth & Asset Management