Managers of Wealth Fintech

Broadridge Launches Two AI-Enabled Tools to Optimize Product, Strategy and Distribution Decision Making for Asset Managers

AI-enabled analytics enable asset managers to make evidence-based, strategic decisions

Valley National Bank Partners with FusionIQ to Empower Customers with Digital Wealth Management Solutions

Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.

What are the challenges and opportunities in the Canadian wealth tech space?

CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more

Solidus Labs and Amber Group unite to enhance digital wealth management security

The partnership comes amidst the growth of Hong Kong's digital asset market and the introduction of new virtual asset licensing guidelines by the Securities and Futures Commission (SFC).

SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM

This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.

SEI Survey Reveals Impact of Behavioural Biases on Financial Outcomes

Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors

What will the rise of super apps mean for wealth management?

There is already more diversity in apps and competition and competition regs are hard to overcome when creating a super app.

Infront launches wealth portal solution in Germany & Switzerland

The Wealth Portal can be integrated with existing Infront portfolio solutions.

World's Best Private Bank Awards 2024

The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.

Flanks secures $8 million for Open Wealth platform

With the new capital to hand, the startup plans to tap into further parts of the wealth management value chain

Liberum Wealth implements Axia from Profile Software

Liberum Wealth benefits from complete control of custody operations in a single investment platform.

Infront takes Wealth Portal to Germany and Switzerland

The user-friendly integration of digital solutions also gives institutions the opportunity to reach and meet the needs of new customer groups in the future

Abbove Selected as a Banking Tech Awards 2023 Finalist

The Banking Tech Awards program produced by Fintech Futures celebrates excellence and outstanding achievements in the banking and fintech industry.

Wealth manager Aktia choose Temenos to boost modernisation

Finland-based wealth manager Aktia has picked Temenos to help modernise its payments capabilities.

Blockchain in wealth management: what are we waiting for?

Blockchain has been heavily touted as the solution to all of finance's problems, but how will it affect wealth management?

Managed savings: three pillars to create new opportunities in difficult times

This is what emerges from the research commissioned to GlobalData by Objectway, an Italian company included in IDC's Top100 FinTech as a provider of software as-a-service and services for banks, wealth and asset managers.

Additiv and SELISE forge strategic partnership

This collaboration combines the revolutionary API-first cloud platform of additiv with the tailored services of SELISE, establishing new benchmarks in wealth management, credit, and insurance solutions.

How WealthTech is shaping the future

From advanced data analytics to AI-driven insights, these technologies are changing the way wealth is managed.

SecondSTAX collaborates with Nigerian Exchange Limited to amplify intra-Africa capital flows

This portal not only simplifies the investment process but also grants investors the liberty to invest in their native currencies, thereby extending a broader spectrum of assets and opportunities to a wider African populace.

SOBACO Solutions AG becomes a member of OpenWealth and simplifies access to “MyWebDepot”

SOBACO Solutions supports the Swiss industry initiative OpenWealth Association with its membership .

Wealth & Asset Management