02/08/2024
WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.
02/07/2024
Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands
02/06/2024
Wealth managers view their current technology systems as outdated, Avaloq says
02/02/2024
Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.
02/01/2024
Our solutions support the broadest range of firms, from 10-person boutique investment managers and UHNW multi-family offices to global mass affluent wealth managers and global private banks.
01/31/2024
This reduces the complexities for clients, by allowing them to have ISAs with different providers all in one place.
01/30/2024
The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.
01/26/2024
Immerse yourself in the future of wealth management with Futora’s advanced tech ecosystem.
01/26/2024
As we live our lives we continue to accumulate wealth and pass it on to our family and loved ones as our legacy.
01/24/2024
With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure
01/22/2024
Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part
01/18/2024
Tbricks will integrate with existing systems at Danske and allow the bank to scale and streamline operations
01/16/2024
As firms navigate the post-pandemic era with highly connected clients, digital readiness will be a critical focus area in shaping the path forward in 2024.
01/11/2024
As a special introductory offer, customers using the Digital Wealth platform will be able to trade in stocks with zero commissions from 1 January until 31 March 2024.
01/11/2024
Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets
01/10/2024
Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader
01/09/2024
With its software, Zilo says firms can replace their legacy and end-of-life systems for a digital, real-time user experience. Its first client went live on its platform in July 2023.
01/08/2024
The integrated FusionIQ One platform makes it easy for banks and credit unions to offer additional investing services focused on retaining customers while growing their membership base.
01/08/2024
Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach
01/03/2024
Our data insights gave an ‘at a glance’ guide to headline statistics for the APAC wealth management community.