05/12/2023
Temenos Awards Celebrate Banking in a Cloud World
Customer awards recognize the global leaders, innovators and visionaries in banking
Wealth & Asset Management
05/12/2023
TIFIN Wealth to Support the Growth of Smaller Financial Advisors
The AI-powered TIFIN Wealth platform encompasses personalized assessments
05/11/2023
Accuro goes live with Objectway’s Investment Management Service Solution for private clients
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/10/2023
Oakglen wealth is now available on the SEI wealth platform
The acquisition accelerates Fairstone’s growth goals for 2023 and lays the groundwork for future deals in the region.
05/05/2023
Broadridge and Aiviq partner to bolster buy-side data integration and transparency
Partnership looks to offer asset management firms improved views of client AUM and asset flow data for their global market intelligence.
05/03/2023
Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers
“We will work closely with Broadridge to ensure the speed and availability of global fund data for asset management firms and improve both the quality and efficiency of that data.”
05/02/2023
GBST expands fintech solutions suite with acquisition of WealthConnect – a leading digital Salesforce based practice management solution
This acquisition marks a significant step in GBST’s continued growth strategy as it expands its innovative suite of fintech products and services to deliver business opportunities in new and existing territories.
04/28/2023
Quantio Limited- the World's First Successful AI Investment Company for Wealth Management
Quantio Limited provides client services, offering the highest professional standards and using tools to simplify investments and maximize profits by offering them innovative products based on AI.
04/27/2023
Fintech start-up 1fs Wealth secures backing of Singularity Capital
The platform’s ability to provide complete visibility and support succession planning, as well as ESG, sustainability and impact, are amongst the key features most valued by the company’s global customer base.
04/26/2023
Wealthica Announces Enhanced B2B and Wealth Data Solutions
The product enables partners to brand the platform with their own logo and customize it to fit their unique requirements.
04/26/2023
Sionic Discusses Crypto Derivatives with DerivSource
A bespoke internal model may well be the better alternative
04/26/2023
Endowus Launches Hong Kong Digital Wealth Services
Endowus officially launches digital wealth management services in Hong Kong, according to a statement.
04/25/2023
Morningstar U.S. Wealth Platform Adds BlackRock, Clark Capital, Fidelity, T. Rowe Price Portfolios to Offer Greater Advisor Flexibility and Choice
Morningstar-curated models now available via unified managed accounts
04/24/2023
Zurich digital wealth manager obtains Finma licence
Everon now plans to expand its services for wealth managers, financial planners and other partners.
04/24/2023
Digital Wealth Management Firm for HNWIs, Farther, Reports Steady AuM Growth
Accompanying Farther’s continued growth in clientele, the firm is “expanding its services and investment opportunities.”
04/21/2023
SEI Reports First-Quarter 2023 Financial Results
First-quarter 2022 results included a one-time positive $88.0 million revenue event resulting in $0.47 diluted earnings per share net of associated costs.
04/19/2023
Ecospend Joins PIMFA Wealthtech as Innovation Partner
The ‘Pay by Bank’ method also bypasses card networks and interchange fees bringing cost savings, as well as efficiencies – the automated user experience removes the risk of human error and saves the time taken to reconcile manual bank tr
04/18/2023
Objectway in the Wealthtech 1000 for the Fifth Consecutive Year
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.
04/18/2023
OWIN 2023: the future of wealth management between growth and sustainability
Customer needs and market trends evolve continuously: innovation is the driving force of adaptation to change and a key ingredient for long-term sustainability and growth”.
04/14/2023
Top US-Based Bank Selects Temenos for Core Banking Modernization in the Cloud
Regions Bank adopting the Temenos Banking Cloud to modernize deposit system and elevate the customer experience