Managers of Wealth Fintech

SS&C Forms Long-Term Partnership with Australian Wealth Manager

SS&C will work closely with North’s technology team as it continues to enhance the platform’s digital and administrative capabilities for advisers and clients.

SIX Reports Successful 2021 Performance Despite Challenging Global Situation

Without the Worldline-related effects, Group net profit rose 37.3% compared to the previous year.

Quirin Privatbank extends its long-term contract with Avaloq

Quirin Privatbank follows a hybrid business model, combining the parent company’s traditional wealth management services with innovative robo-advisory

Wealthbox Announces $31 Million Equity Investment from Frontier Growth

"Frontier Growth has an amazing track record in helping rapidly growing companies scale even faster

Our investment in Delio

When we met Gareth and David, the value our network and expertise stood to offer Delio, as they look to scale their market-leading technology to more of the world’s largest financial institutions, was immediately clear.

Arbuthnot Latham to Implement nCino Across Private and Commercial Banking Estate

Building upon success at Arbuthnot Specialist Finance Limited (ASFL), broader bank to adopt cloud-native platform

Finuevo Digital: Onboarding process launched

Digital Onboarding can be initiated either from an external source, such as an advertisement on social media or ad-hoc from the app/website.

FinTech, Cirdan Capital Selects Axia

Profile has a long history of developing innovative financial software solutions.

Fintech Delio secures $8.3m growth funding

Private markets have become increasingly attractive to both institutional and individual investors.

Nomura, a Japanese wealth manager, to analyze crypto and NFTs through new section

As part of the reform, the company announced the creation of a new Digital Company, which will start functioning in April.

The future of wealth management: giving advice beyond the hybrid

Technology must combine with human touch to offer investment solutions that meet individual client requirements.

Kingswood ships new online client portal

Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice

What Advisors Want From WealthTech

Financial advisors—not tech vendors, not consultants, not office managers—often have a better idea of how technology can best help them and their clients.

Scaling Digitisation for Growth and Efficiency in Asia

Within the transaction-heavy Asian wealth management market, relationship managers are accustomed to servicing a handful of clients; their focus predominantly on elderly, highly-engaged HNWIs.

CREALOGIX digitises funding applications for BAB, the development bank for Bremen and Bremerhaven

With the aim of introducing a standardised customer portal, BAB now relies on the funding portal from CREALOGIX.

Objectway confirmed as key partner in Rathbones’ digital strategy

In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and budget.

Wealthtech Savvy raises $7.3 million

Savvy’s holistic platform enables growth opportunities at every point for wealth managers, which allows them to be more efficient with their time and scale their revenue by up to four-times.

Is Never Normal the New Normal?

It’s said – states Jeff Goldblum in an iconic scene of Jurassic Park – that a butterfly flaps its wings in Beijing and there’s rain rather than sun in New York.

UK assets on GBST’s Composer Wealth Management Platform, grow by a fifth in 2021

The continued year-on-year increase in assets reflects the success of GBST’s UK wealth management clients

Asian tech: coming of age

Many young companies have become best-in-class local champions and present attractive investment opportunities.

Wealth & Asset Management