09/23/2024
7IM launches latest wave of platform enhancements, including integration with ZeroKey
The web extension also enables advisers to easily access their clients’ data, placing it at their fingertips to move it to wherever they need to.
Wealth & Asset Management
09/20/2024
Itaú Private Partners with Addepar to Deliver a Comprehensive Global Investment Solution
Exclusive collaboration enhances wealth management services with cutting-edge data aggregation and performance reporting tools
09/18/2024
Knights of Columbus Asset Advisors Selects SEI for Custody and Technology
Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership
09/18/2024
Swiss private Bank Syz tokenizes artwork with Taurus
The Ethereum-based security tokens aren’t being sold.
09/18/2024
PIMFA WealthTech opens applications for cyber security Tech Sprint
Business continuity and protection for both the organisation and their clients is paramount
09/18/2024
5 B2B FinTechs making strides in the German WealthTech space
Fincite is a technology provider that empowers wealth managers through advanced data analytics and portfolio management tools.
09/17/2024
Paul Hodes on Privé Technologies’ FinTech Solutions for the Future World of Wealth Management
Their core offerings were tools for portfolio analytics, client onboarding including suitability checks, and advisory recommendations via multi-factor portfolio optimization.
09/17/2024
iCapital® to Deliver Integrated Alternative Investment Platform to HSBC Global Private Banking
The solution will be fully integrated into HSBC’s platform to digitalize the private market investment experience for its relationship managers, investment counsellors and operations teams.
09/17/2024
BNY to launch Alts Bridge wealth platform for private markets
Alts Bridge creates a powerful solution for investors, advisors, and the home office.
09/17/2024
DBS Expands Crypto Offering
Depending on the product’s structure and cryptocurrency price movements, clients may earn yield on fiat or take delivery of the underlying cryptocurrency
09/17/2024
Broadridge Recognized as a Leader in Financial Services for Communications Experience Platforms and Communications Outsourcing
Aspire Leaderboard placements highlight Broadridge’s strength in driving strategic communications experience and direction for customers globally
09/16/2024
Broadridge’s Securities-based Lending Capabilities and Wealth Lending Network Now Integrated with Morningstar Advisor Workstation
The collaboration enables independent advisors to deliver holistic advice across the full balance sheet with fully integrated SBL capabilities to see the borrowing power for portfolios
09/12/2024
Investment operations remain core to wealth managers’ tech stacks
As a concept, it has gained a lot of traction in recent years with specialist fintechs springing up, each offering a best-of-breed niche solution.
09/10/2024
Capgemini is recognized as a Leader in Process Automation of Asset and Wealth Management by NelsonHall NEAT 2024
Capgemini has provided services to the W&A industry since 1998.
09/10/2024
Moomoo Singapore breaks new ground in digital wealth management
This innovative approach has not only won over tech-savvy millennials but has also impressed experienced investors seeking an edge in today's fast-paced markets.
09/10/2024
Broadridge Ranked #3 in the 2024 IDC FinTech Rankings Top 100
The 21st annual vendor ranking represents leading hardware, software, and service providers to the financial services industry from around the world.
09/10/2024
WealthArc Teams Up with Polixis to Automate KYC Screening and Enhance Compliance Efficiency
Under this partnership, Polixis will provide its extensive datasets and software, seamlessly integrated into WealthArc's platform
09/09/2024
Switzerland’s Zürcher Kantonalbank deploys new digital asset platform with Avaloq and Fireblocks
ZKB will now be able to offer clients the ability to trade, manage and store both traditional and digital assets through a single platform.
09/09/2024
UBP joins the Wecan Group network
Based in Geneva and present in over 20 locations worldwide
09/09/2024
Hong Kongers seek digital channels, F2F meetings in wealth mgmt services
Despite their comfort in using digital platforms and even AI, the respondents said that traditional face-to-face meetings remain an important channel for managing wealth.