Managers of Wealth Fintech

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

How wealth management firms, advisors can make the most of AI

AI vendor's COO shares tips for selecting best AI use cases, vendors and more

Revolut expands into private wealth services

The new permissions will allow the company to expand into leveraged products, managed portfolio solutions, and private wealth services, strengthening its push into the high-net-worth segment.

NEC XON and Avaloq Target Legacy Banking Systems With Unified Wealth Platform for Africa

The collaboration focuses on helping financial institutions modernise complex legacy environments, improve operational efficiency and respond to rising client expectations for digital engagement.

Vault Expands Wealth-Tech Platform to Saudi Arabia, Targeting $1M-$10M “Underserved” Wealth Band

To lead the local operations, Vault has appointed Abdulrahman AlSudairy as general manager for Saudi Arabia.

OWIN26. CA Italia: The Next Gen challenge is won with an integrated ecosystem.

This was one of the themes that emerged during OWIN26, the event organized by Objectway in Sorrento, which featured Simona Feudatari, COO of Indosuez Wealth Management Italia, on stage.

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Company Supports Greater Philadelphia Talent as Championship Comes to the Region

Broadridge Announces Integrated Infrastructure for Tokenized Securities

Building on its market-leading Distributed Ledger Repo platform, Broadridge delivers the infrastructure that institutional firms need to scale digital and traditional assets on a single platform

Wealth managers prepare for next ‘Big Bang’ in technology

While technology with a human face defines today’s wealth management reality, the debate between lovers of robotic investments and behavioural science is gathering steam

Syfe Launches Joint Accounts to Boost Shared Wealth Building in Singapore

The wealthtech platform aims to address the coordination gap in retail investing by allowing users to co-manage portfolios without minimum balance requirements

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S

Iress teams up with Thoughtworks on wealth tech

Thoughtworks will contribute work in technology advisory, engineering, cloud and AI as Iress moves to reshape wealth platform.

From ambition to execution: Wealth management technology

Technology is shaping competition in wealth management

Why secure communication is wealth management’s overlooked growth opportunity

It was initially built to address the need among investment banks, hedge funds and asset managers for a cross-firm chat platform with data security and encryption at its core, as well as open APIs.

WealthAi Launches AI-powered Compliance Solution for Wealth Managers

Compliance teams at wealth management firms are under mounting pressure.

WealthAi launches AI-powered compliance solution for wealth managers

Compliance teams at wealth management firms are under mounting pressure.

Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated.

Credem accelerates innovation and advanced WM: AI and customer relationship platforms

Credem has therefore developed a customized platform that analyzes customer portfolios daily, integrating advanced metrics and operational suggestions for the banker.

Amid rising competition, wealth management providers can score with investment insights

For starters, investors today want their financial tools and advice to be tailored to their needs.

Innovation built to scale at Objectway's OWIN26

The industry gathering targeted the complexities that arise with digital growth in wealth management, with an agenda featuring a number of high-profile Objectway success stories.

Wealth & Asset Management