Managers of Wealth Fintech

Jupiter Asset Management Extends Relationship with SS&C

SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio

Wealth management apps score highest satisfaction among younger users

Satisfaction was highest among Gen Y at an average score of 760 of 1,000, followed by Gen Z at a score of 720.

FAIRMAT announces €34M Series A round to make it easier and more sustainable to recycle advanced materials through robotic technologies

With this investment, Fairmat aims to become a key player in the circular economy, taking a tech evolutionary leap in the recycling of advanced materials.

Modern wealth clients' experience increasingly centred on mobile apps

Poll finds mobile apps should be a priority for businesses looking to draw in and keep younger investors

Atomos partners with SS&C Hubwise

One that gives clients all the benefits of a face-to-face service

AB Capital Group Chooses Innovative SS&C Platform to Propel Business

Philippines-based financial services provider selects SS&C Aloha to power new wealth business

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting for Ultra High Net Worth Clients

UBS’s financial advisors will now have access to comprehensive analytics, which will help them more effectively visualize their clients’ investment performance, cash flows, and worth, while assessing the opportunities and risks across their po

Avaloq: Onshore Wealth Growth Fuels Southeast Asia Tech Demand

In Southeast Asia, this trend has extended beyond the regional hub of Singapore to various onshore markets.

First Wealth boss eyes private backing for hybrid advice service

Self-funded until now, Villis wants to secure private investment in the first quarter of next year.

iCapital and Insigneo partner to provide US and LatAm investors with alternative investment opportunities

iCapital and Insigneo both recognise a growing demand for LATAM’s private market and hedge fund investments.

FusionIQ Launches finTAMP Ecosystem

Digital Wealth Platform Provider's finTAMP Delivers Best-in-Class Network For Wealth Managers, Investors In Search of Highly Customized Solutions

Philanthropy is facing a ‘triple squeeze’ and digital assets can help - Citi

Looking into 2023, Citi’s report gives insight into how philanthropy should be adapted for charities to continue supporting their beneficiaries.

TCFD: Helping the Wealth Industry Make its Mark on Climate Change

This historic comparison data will add further to the complexity of the 100 plus data points in the Investment Association TCFD report template.

Wealth managers respond as client demand for private markets access accelerates

This is reflected in Delio’s latest research in which 88% of wealth managers declared that their clients are now actively seeking access to illiquid investment opportunities.

FNZ completes purchase of wealthtech provider Diamos

Deal aiming to strengthen firm’s European presence

Moneythor releases digital engagement tool for wealth management

Through this new module, the Moneythor solution’s capabilities have been enhanced to address the growing expectations of emerging and mass affluent as well as wealth management customers for personalised and engaging digital experiences throughout t

Moneythor rolls out new digital engagement tool for wealth sector

The Moneythor platform and its application programming interface (API) use these sourced data to provide the clients with customised inputs and suggestions in real-time.

SS&C Aloha shows strong client growth

The result gives asset and wealth managers the agility to manage and compete more efficiently in today's complex market.

NIBank goes live with Temenos

Based in Antigua and Barbuda, NIBank serves customers in the Caribbean, Latin America and Europe.

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking.

Wealth & Asset Management