06/26/2023
The Family Office helps clients preserve their wealth through robust financial planning, diversified investments and access to exclusive private market opportunities
06/26/2023
The addition of StoneStreet Equity expands OneDigital’s capabilities in the defined-benefits space, according to OneDigital.
06/22/2023
Artificial Intelligence and Machine Learning integration will play a vital role in portfolio management
06/22/2023
The firm also provides performance data.
06/21/2023
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/21/2023
Recognizing the prevalent challenges faced by clients, Vault’s founders leveraged their industry experience to address key issues and reshape the investment landscape.
06/21/2023
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition
06/20/2023
Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.
06/16/2023
There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.
06/15/2023
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.
06/15/2023
The funding will be used to boost the company’s growth, make hires and expand into the US market.
06/14/2023
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/12/2023
Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager
06/08/2023
Temenos recognized with the Overall Asia WealthTech Provider, Innovative Solution and Core Banking Software awards
06/08/2023
In addition, the region’s wealth managers must account for the next generations of wealth holders, Millenials and Gen Zs, who have higher digital demands.
06/08/2023
These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.
06/08/2023
The asset manager has teamed up with exchange Archax to tokenise its Aberdeen Standard Liquidity fund
06/07/2023
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/06/2023
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management
06/06/2023
Security is paramount for wealth managers transitioning from on-premise solutions to the cloud.