Managers of Wealth Fintech

Objectway. AI changes the relationship with banks and consultants

The integration of artificial intelligence and process automation into wealth management can undoubtedly streamline advisors' workflows

Envestnet Deepening Relationships to Launch Personalized Investment Strategies

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem

Prosper Shows Demand for New Way in Wealth Management and Kicks Off Crowdfund as St James's Place Faces FTSE Exit

Prosper is raising a further crowdfunding to add to its recent angel and Andreesen Horowitz raise adding to the total invested capital of £4m.

How 1,500 new Bitcoin millionaires per day deal with getting rich

Around 1,500 Bitcoin wallets top the million-dollar mark each day.

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies

The future of investing: Velexa’s role in shaping accessible wealth management

New technology and access to financial education is helping to bolster the democratisation of investing.

FE fundinfo acquires wealth management fintech Dericon

The deal, which still awaits regulatory approval, will grant FE fundinfo’s clients direct access to one of Germany’s largest distribution networks for asset managers.

Australian-owned wealthtech HeirWealth launches

The platform also supports improved financial literacy outcomes and engagement with particularly among younger generations and women.

JPMorgan is making a big bet on AI. Here's how its private bankers are using it.

The bank's ultimate goal is for AI to help new private bankers mirror their best and brightest ones.

LGT taps Finastra to roll out instant payments services in Europe

With Finastra’s solution and industry expertise, we will gain the necessary agility required to keep pace with regulatory and industry demands.

Alpian’s $83m Series C round sees Intesa Sanpaolo’s Fideuram become majority shareholder

Alpian has collaborated with the firm to assist with the digitisation of its wealth management services.

Fideuram - Intesae Sanpaolo acquirres majority stake in Alpian

This investment underscores confidence in Alpian's trajectory and will accelerate its growth and innovation in digital wealth management and banking services.

Overhyped, but ignore at your peril: AI in Wealth Management and Private Banking

This isn’t changing the world, but it will eke out a few basis points efficiency, similar to how the digital trend eked out incremental benefits but not brought revolution.

Crookall chooses Objectway as a strategic partner for digital transformation and market expansion

The independent investment firm has maximised its long- standing partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and client experience.

The tech provider powering some of the UK’s largest wealth managers

The software architecture means that the risk, the effort and the cost is shared amongst the client community.

“Private banking will become a digital platform”

Private banks often fear that digitisation will lead to the disintermediation of the customer’s relationship manager by an APP or, worse, a robot-advisor.

Top US Bank, Commerce Bank, goes live on the FedNow Service with Temenos

FedNow roll out continues Commerce Bank’s progressive modernization from legacy systems to a single, future-ready, cloud-native platform

The digital frontier: how tech-driven wealth management is transforming multi family offices operations

The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.

Broadridge Reports Third Quarter Fiscal 2024 Results

Recurring revenues increased $8 million

Monument hits $2 billion in customer deposits

Monument’s dedication to the mass-affluent segment is exemplified through exceptional client service and products that help individuals grow and enjoy their wealth.

Wealth & Asset Management