Managers of Wealth Fintech

Digital Done Right: Striking a Balance in Modern Wealth Management

There’s no doubt a huge opportunity is on the table for wealth managers today.

Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship

Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients' needs.

InCred Capital enters retail wealth tech space with Orowealth takeover

It helps its clients to invest in various products including bonds, mutual funds, fractional real estate, green investing, P2Ploans, invoice discounting, among others.

Crypto Billionaires: How Much Wealth was Lost in 2022?

Several individuals on the list had their net worth go to zero.

Walking the tightrope – how banks should navigate the new wealth management opportunity

Alexandre Duret discusses the need for banks to optimise their tech strategy to ensure they tap into the growing wealth management segment

Empaxis and EXL forge wealth management pact

Pairing Empaxis' extensive middle- and back-office expertise, with EXL's proven data, analytics, and digital operations capabilities, this alliance will allow both firms to scale their wealth management solutions offerings.

Green Dot and Wealthfront extend partnership

Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.

ICE and BNY Mellon | Pershing agree wealth management integration

BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.

Temenos: A leading US Financial Institution selects Temenos to modernize its wealth management platform in the cloud

The Temenos wealth management platform will support the bank's strategic transition to a cloud-based core banking system

Linqto partners with wealth management innovator Farther

The partnership will enable more robust access to one of the alternative investment space’s most compelling asset classes – private equity – with minimum investments as low as $10,000 and without the traditional brokerage, management, an

2023 predictions: Wealth manager tech spend to surge

Analysing the trend in profits and expenses at major international banks with substantial wealth management divisions points to a big…

Objectway: Banks and managers? A "delivery hub" for the private client

Banks and asset managers must therefore evolve to cover the sphere of private customer needs and place themselves at the center of their financial life.

SS&C Acquires Complete Financial Ops, Inc.

The acquisition supports SS&C's position as the leading fund administrator, adding 25 clients and eight employees.

FNZ lays off hundreds of employees

The company said service would not be affected.

Growth through a comprehensive wealth ecosystem

Donna Bristow describes Broadridge's innovative and flexible wealth management platform

J.P. Morgan private bank invests in two Swiss fintechs

Their software focuses on analysing risk, building and optimising portfolios, and offering advisory platforms.

Buy-side want better access to varied ESG data, SIX Group research finds

Wealth managers took a different stance though – 45% had a desire for fundamental, prepackaged ESG ratings.

HSBC's Private Bank Offers DPM on Mobile App in Asia

The latest offering – exclusively available in Asia – is part of HSBC’s broader plan to extend its private banking capabilities to the affluent and high net worth segment.

Jupiter Asset Management Extends Relationship with SS&C

SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio

Wealth management apps score highest satisfaction among younger users

Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.

Wealth & Asset Management