Managers of Wealth Fintech

WealthReach rolls out AI referral engine to systematize advisor growth strategies

New tool embeds decades of referral coaching into automated workflows for RIAs.

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

Together, these initiatives will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry.

Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity

Broadridge’s integrated High Touch OMS, connectivity, and middle office capabilities will provide the scale, automation, and global market access to support Tavira’s next phase of growth

Matsui Securities Adopts Broadridge’s JASDECPS on SaaS Platform, Transforming Securities Lending Business for Accelerated Growth

Matsui utilizes Broadridge’s SaaS to streamline operations, boost efficiency, and meet Japan's emerging market changes

Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry

The financial services industry continues to face increasing regulatory scrutiny, fragmented counterparty oversight processes and a growing volume of manual and duplicative due diligence requests.

The Family Office launches Wealth Mermaid, a pioneering AI wealth assistant

The tool uses voice-enabled technology to deliver real-time portfolio information to private market investors in English and Arabic, turning complex portfolio data into simplified and accessible format

Multi‑Factor indexing leader STOXX announces strategic collaboration with SEI and Factor Investing pioneer Dr. Andrew Ang

SEI files prospectus for its first proposed linked ETF

Point, Pretim partner to offer AI-ready investment data infrastructure for wealth managers

The joint offering is designed to eliminate the use of spreadsheets and manual processes to combine data from multiple systems, replacing fragmented data handling with a normalised, reconciled, and pre-calculated data foundation.

OCBC rolls out generative AI training for wealth advisors

First programme of its kind allows wealth advisors to hone their pitches through realistic AI role play, resulting in double the client appointments and a 50% growth in revenue in three months

Broadridge Launches Next-Generation Digital Asset Capabilities for Canadian Wealth Management Firms

Unified platform will accelerate adoption of crypto currencies and tokenized assets in Canada

Bottom Line: Honouring wealth tech innovation. Questioning what’s next.

Hybrid data architectures are also gaining traction, combining real-time connectivity with manually curated data, capturing assets that have historically sat outside digital systems.

Tieto Banktech recognised in the WealthTech100 2026 for advancing wealth management innovation

The annual WealthTech100, published by FinTech Global, identifies the one hundred technology providers shaping the future of wealth management.

Temenos announces completion of its second 2025 share buyback program

The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.

W1M enables secure, compliant collaboration across Microsoft 365 tenants

The company achieved zero-downtime migration, reduced service desk requests, and strengthened governance, while creating a scalable blueprint for future acquisitions and AI adoption.

Broadridge Live with On-Chain Governance for Tokenized Equities, Extending Market Infrastructure into Digital Assets

Galaxy pioneers full ownership rights across traditional and tokenized holdings

Wealth management’s overlooked client base

As automation reduces operational drag, Pave Finance argues smaller accounts are shifting from burden to growth channel

Huntington National Bank Selects the SEI Wealth Platform

Streamlined Technology and Operations Infrastructure Aims to Fuel Growth of Wealth Management Business

LGT Wealth Management UK Partners with Addepar to Support Client Service and Data-Driven Insights

Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.

Standard Chartered strengthens digital wealth offering with upgraded mobile app and AI advisory

In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.

Software: When artificial intelligence reshuffles the deck

AI is undermining traditional software. But it is forcing companies to reinvent themselves.

Wealth & Asset Management