02/27/2025
Flanks raises €14m to automate wealth management
Flanks now processes more than 500,000 portfolios per month
02/27/2025
Flanks now processes more than 500,000 portfolios per month
02/27/2025
The additional funding will support Unique's product development growth and expansion plans into the US.
02/26/2025
The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.
02/26/2025
The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.
02/26/2025
Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.
02/26/2025
The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.
02/26/2025
FNEX Wealth enables advisors to strengthen client relationships and provide institutional-caliber family office services.
02/25/2025
Family offices, responsible for preserving multi-generational wealth, face mounting pressure to modernise.
02/25/2025
The arrangement does not require a shift in custody arrangements for the client’s investment portfolio.
02/24/2025
Finance professionals now make up 15% of Arta Finance's U.S. membership and 11% of its global user base.
02/19/2025
Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries
02/18/2025
Success now depends on their ability to seamlessly integrate technology, elevate client experience, and maintain profitability.
02/18/2025
The partnership enables participating clients to access Payfinia's full suite of instant payment services
02/12/2025
Scripbox will offer investment solutions, including mutual funds, Portfolio Management Services, and Alternative Investment Funds
02/12/2025
The company will utilise the capital to expand its product line-up, improve its services, as well as deepen its footprint.
02/07/2025
$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area
02/06/2025
Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions
02/06/2025
Our mission at OneVest has always been to Power the World's Wealth through innovative technology
02/04/2025
The configurable offering includes investor and advisor interfaces, data aggregation functionalities, a book of record, and a portfolio management engine.
02/04/2025
We look forward to working closely with local financial institutions to deliver innovative digital solutions that meet the evolving needs of Indonesian consumers and businesses.