Managers of Wealth Fintech

Pontera Partners with CAPTRUST to Enable Enhanced Retirement Planning and Wealth Management Capabilities

CAPTRUST to leverage Pontera's platform to elevate its wealth management services

Navigating the New Fiduciary Marketplace, Leveraging Emerging Tech and Positioning for Growth: Speaker Lineup Unveiled for Broadridge 360 Advisor Summit

Speaker, Best-selling Author and Chief Executive Officer of Change Enthusiasm Global, Cassandra Worthy, to deliver keynote remarks

Wealth managers look to robo to help smaller clients: KPMG

This was particularly the case in Asia Pacific

Virgin Money acquires abrdn's stake in joint venture wealth platform

The business has since added a pension product for users to save from just £25 a month and shift existing pensions to the platform.

Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms

Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024” .

RF Group taps core vendor ERI to power its Caribbean banking operations

ERI claims that more than 400 financial organisations across 60 countries have now adopted its flagship offering.

New private bank Volans gears up for launch in Australia

The company places a great deal of emphasis on the need to embrace new technology

WealthArc is transforming the family office landscape with Artificial Intelligence

WealthArc empowers family offices, wealth managers and other wealth owners with a state-of-the-art data management platform aggregating over 200k positions every day across the globe.

SEI Attracts Large European and Global Asset Managers with CIT Lineup

Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated, Avaloq says

WiseAlpha launches new wealth management portal and white-label solution

Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.

Wealth Dynamix arrives on Temenos Exchange

Our solutions support the broadest range of firms, from 10-person boutique investment managers and UHNW multi-family offices to global mass affluent wealth managers and global private banks.

Hargreaves lansdown unveils multi-bank cash ISA platform

This reduces the complexities for clients, by allowing them to have ISAs with different providers all in one place.

Bitpanda launches high net worth wealth division

The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.

Four trends in wealth management

Immerse yourself in the future of wealth management with Futora’s advanced tech ecosystem.

Inherrit, a Fintech app is on a mission to save Billions lost in unclaimed wealth.

As we live our lives we continue to accumulate wealth and pass it on to our family and loved ones as our legacy.

WealthKernel further extends Series A by £6m

With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part

Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution

Tbricks will integrate with existing systems at Danske and allow the bank to scale and streamline operations

Four Trends That Will Shape the Wealth Management Sector in 2024

As firms navigate the post-pandemic era with highly connected clients, digital readiness will be a critical focus area in shaping the path forward in 2024.

Wealth & Asset Management