Managers of Wealth Fintech

FusionIQ, DriveWealth To Form Digital Investing Platform Alliance At BISA 2023 Annual Convention

Cutting-Edge Digital Wealth Platform Provider and Pioneering Global Fintech Firm To Partner At Leading Financial Services Conference

Robo adviser Exo Investing shuttered after Abrdn scraps acquisition plan

Just six months since Abrdn said it would not acquire Exo Investing, and instead make an investment into its parent company Nucoro, the platform is set to close.

Broadridge Among FORTUNE Magazine’s 2023 ‘World’s Most Admired Companies’

Through its products and services, Broadridge provides industry solutions for common needs and digital innovation for clients as they seek to differentiate in a competitive environment, facilitating stronger access, engagement and participation from end u

Hong Kong challenger livi bank moves into wealth management

With a vision of helping customers seamlessly manage their wealth, livi bank is committed to leveraging its technological expertise to provide a simple, convenient and secure digital platform for accessing wealth management solutions.

HSBC hiring for digital asset and tokenisation jobs

The cryptocurrency sector may have been in the doldrums in recent months, but global banking giant HSBC is still looking to boost its expertise in the area, advertising for senior digital assets and tokenisation staffers.

MoneyFarm Launches Platform as a Service in the UK Following Italy Success

It is also providing the marketing coordination services to support the &me proposition.

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.

Wealth & Asset Management