11/20/2023
Report predicts boom in Apac's wealthtech market
The strongest growth is expected to take place in the direct to consumer wealthtech market where there is a mix of pure digital and hybrid advisory models.
Wealth & Asset Management
11/16/2023
FusionIQ Canada deepens digital growth with partnership
Innovative businesses are working to improve market-wide financial services compliance in Canada.
11/15/2023
Chip posts first quarterly profit after bumper 2023 growth
Six years on from its launch and 18 months since its last crowdfund, Chip says it's now profitable...at least on a quarterly basis.
11/10/2023
Broadridge Expands Shareholder Disclosure Solution to UK, Australia and Hong Kong Markets
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/09/2023
Performativ Secures €5.5m to Transform Europe’s Underserved Wealth Management Sector
Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.
11/09/2023
Danish wealthtech startup Performativ snags €5.5 million
The platform currently handles over €20 billion in assets spanning five countries
11/08/2023
Broadridge Launches Two AI-Enabled Tools to Optimize Product, Strategy and Distribution Decision Making for Asset Managers
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions
11/08/2023
Valley National Bank Partners with FusionIQ to Empower Customers with Digital Wealth Management Solutions
Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.
11/08/2023
What are the challenges and opportunities in the Canadian wealth tech space?
CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more
11/08/2023
Solidus Labs and Amber Group unite to enhance digital wealth management security
The partnership comes amidst the growth of Hong Kong's digital asset market and the introduction of new virtual asset licensing guidelines by the Securities and Futures Commission (SFC).
11/03/2023
SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.
11/02/2023
SEI Survey Reveals Impact of Behavioural Biases on Financial Outcomes
Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors
10/25/2023
What will the rise of super apps mean for wealth management?
There is already more diversity in apps and competition and competition regs are hard to overcome when creating a super app.
10/24/2023
Infront launches wealth portal solution in Germany & Switzerland
The Wealth Portal can be integrated with existing Infront portfolio solutions.
10/20/2023
World's Best Private Bank Awards 2024
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/18/2023
Flanks secures $8 million for Open Wealth platform
With the new capital to hand, the startup plans to tap into further parts of the wealth management value chain
10/18/2023
Liberum Wealth implements Axia from Profile Software
Liberum Wealth benefits from complete control of custody operations in a single investment platform.
10/18/2023
Infront takes Wealth Portal to Germany and Switzerland
The user-friendly integration of digital solutions also gives institutions the opportunity to reach and meet the needs of new customer groups in the future
10/17/2023
Abbove Selected as a Banking Tech Awards 2023 Finalist
The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.
10/17/2023
Wealth manager Aktia choose Temenos to boost modernisation
Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.