Managers of Wealth Fintech

Investors Aren’t Finding Wealth Managers On Google

Wealth Management struggles with search

FactSet Strengthens Global Wealth Management Offering, Agrees to Acquire Interactive Data Managed Solutions

Wealth management is an area of strong, continued growth

RBC Wealth Management Boosts Fiduciary Tech Offering

Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning.

Cornerstone Family Office Selects Private Wealth Systems for Multi-Asset Investment Reporting and Data Management

This move allows us to focus on our core business of providing advice and administrative support to our ultra-high net worth families

UBS AG renews its contract with HCL

HCL will continue to deliver major Finance Operations services to UBS AG for the next three and a half years

Robo-advisers take aim at high net worth clients

Trying to lure older, higher net worth investors is a smart strategy for robo-advisers today

Profile Software in the Middle East Wealth Management Forum in Dubai, supporting its operations in MENA

Profile supports thought provoking industry leading events for the Wealth Management domain to further enhance its regional operations.

Private Wealth Systems Shortlisted for 'Best Reporting Solution' and Two Other Industry Awards By Private Asset Management (PAM)

"Being nominated as an industry innovator, as well as a leading provider of both family office reporting technology and services, is further validation of our company's expanding global leadership"

Validata Group & OneAston team up to deliver best-in-class Quality for Temenos WealthSuite clients globally

Validata Group and OneAston are pleased to announce that they have formed a strategic partnership to collaborate on delivering expert services around the Temenos WealthSuite solution

Canada's Royal Bank boosts focus on AI with new research lab

A type of machine learning that uses reward and punishment.

Capriza Announces Partnership with Schroders

There is no ‘rip and replace’ option for complex core systems

Wall Street is witnessing a 'third wave of computerization'

Automated investment services utilize algorithms to manage and allocate people's assets

Morgan Stanley Looks to Tech Industry to Improve Wealth Management

Morgan Stanley will be building a lot of digital technology to support the financial advisors and the branch operations

Sink or Swim: Why wealth management can’t afford to miss the digital wave

PwC has surveyed over 1000 high net worth individuals and interviews with 100 client-facing relationship managers who work in wealth management firms to explore the digital opportunities that the industry is powerfully positioned to exploit.

US FinTech firm buys UK wealth management software firm

The firm claims to have some 660 customers in the market for new accounting software.

SEI Announces Comprehensive Online Solution For Private Fund Investor Transaction Processing

Alternative investment managers, wealth management firms, and distribution platforms, many of which have lagged behind other financial services firms in bringing processes online, have the most to gain from this new technology, although other firms that g

Wealth & Asset Management