Managers of Wealth Fintech

Swissquote launches platform for external asset managers

Etops Group and Swissquote have partnered to launch the new product, called Asset Master.

Globaleye ships hybrid wealth management platform

Globaleye 3.0 will address a gap within the region for efficient, highly personal, digital advice.

New Partnership Integrates Alkymi Automation into Ledgex Platform to Raise Family Office Efficiency and Performance

Data Automation Heightens Cost Efficiency and Speeds Onboarding to Help Family Offices Take Advantage of Growing Market

Capital Group Selects SS&C to Provide Transfer Agency for U.K. Fund Launch

Leading investment management firm with USD2.1 trillion in AUM extends global technology partnership

Indosuez acquires majority stake in fintech Wealth Dynamix

Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks

FLX Networks Partners with Broadridge Data and Analytics to Help Power Distribution Solutions for Asset Managers

Asset managers utilize FLX Networks to modularly implement a complementary turnkey distribution solution.

Citec Solutions raises a round of €500K to customize wealth management

Citec Solutions provides solutions that cover the entire life cycle of an investment

BridgeFT Launches WealthTech API

The new product provides firms with account aggregation and multi-custodial feeds through a single API.

Wealth Management and Artificial Intelligence, the buzz continues for 2023

Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.

Bank Nagelmackers partners with Objectway to implement their new private client offering

Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.

Broadridge Extends Digital Wealth Platform Partnership with IGM Financial

IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience

Zoe Financial Announces Its New Innovative Wealth Platform

The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth

Broadridge Recognized as a Leader in Two Aspire CCM-CXM Leaderboard Market Segments

Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach

Volatility and cloud: two buzzwords for private banking in 2023

Prepare to hear a bit about this over the next twelve months.

Digital Currency Group shutdowns wealth management business

Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.

Bondsmith becomes a principal member of Visa

Our vision is to bring embedded banking to the wealth management industry to enable holistic financial management and planning

GoLogiq and GammaRey merge to focus on millennial wealth management

The company says the search for a new permanent CEO is underway.

Digital Done Right: Striking a Balance in Modern Wealth Management

There’s no doubt a huge opportunity is on the table for wealth managers today.

Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship

Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients' needs.

InCred Capital enters retail wealth tech space with Orowealth takeover

It helps its clients to invest in various products including bonds, mutual funds, fractional real estate, green investing, P2Ploans, invoice discounting, among others.

Wealth & Asset Management