02/04/2022
SEI taps into Malaysian wealth management industry
The company joins Malaysia’s Maybank Group to expand investment access for rich Malaysians.
Wealth & Asset Management
02/04/2022
ERI's Olympic Banking System Awarded "Best Transaction Processing Solution" at the Wealthbriefing Swiss Awards 2022
Showcasing best-of-breed products in the Swiss region, the awards have been designed to distinguish outstanding organisations
02/03/2022
Broadridge Among FORTUNE Magazine's 2022 'World's Most Admired Companies'
These accolades exemplify Broadridge's ability to be at the forefront of emerging technology and its consistency providing innovative solutions to the financial services industry.
02/03/2022
Echelon Wealth Partners financial advisors now benefit from Croesus solutions
This is another step towards our goal of offering Croesus to as many investors as possible," said Sylvain Simpson, President of Croesus.
02/02/2022
Avaloq enters digital banking partnership with BG Suisse
The foundation of BG Suisse’s digital banking platform will be Avaloq Core which is going to be delivered through a Software as a Service (SaaS) model.
02/02/2022
Carlyle Expands Wealth Management Channel through Partnership with iCapital and Allfunds
Individual investors are increasingly seeking ways to invest in private markets and we are pleased to partner with iCapital and Allfunds to make Carlyle funds available to them.
02/01/2022
SEI Partners with Maybank Group
SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership
02/01/2022
2022 Could Be The Year Of The Wealth Tech User Experience
Many advisors and wealth managers, along with their technology partners, have worked continuously on upgrading their client experience, especially after Covid-19 sent many people into a long-term work-from-home environment and made it difficult to travel
01/31/2022
UBS Gets a Dose of Digital Disruption in CEO’s First Major Move
CEO announced acquisition to push into automated advisory
01/28/2022
Preliminary information on CREALOGIX in the first half of 2021/2022 and the status of its transformation into a SaaS provider
Due to the successful implementation of the strategy to become a SaaS provider, sales and profit will stabilise at a higher level in the medium term.
01/28/2022
SEI Investments plots next moves for financial advisors
The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.
01/28/2022
SS&C Launches New Treasury Management Platform
Emso Asset Management leverages SS&C’s Treasury Management Platform to automate treasury functions
01/27/2022
Smith & Williamson announces partnership with Innovate Finance
Within the partnership, Smith & Williamson and Innovate Finance will collaborate on a series of events and thought-leadership insights for members including findings from a survey on key fintech themes, including collaboration between start-ups and in
01/27/2022
SEI Reports Fourth-Quarter 2021 Financial Results
SEI Investments Company today announced financial results for the fourth-quarter 2021
01/26/2022
M&G teams with Moneyfarm for digital wealth management service in UK
Designed by M&G Wealth, this new direct digital service will be tailored to meet a range of customer risk appetites and profiles through a collection of multi-asset model portfolios, backed by a selection of actively-managed and passive funds.
01/26/2022
RBC moves its Asia wealth management platform to the cloud, powered by Avaloq technology
Avaloq has been serving RBC Wealth Management’s growing Asia operations since 2012
01/25/2022
Wise Alpha forges strategic partnership
WiseAlpha and Fortu Wealth are both optimistic that this partnership will expand their enthusiastic client base around the globe as well as educating and raising awareness of their forward-looking products and services.
01/25/2022
Bank Julius Baer joins the OpenWealth Association
By becoming a member of the OpenWealth Association, Bank Julius Baer is actively supporting the development of the OpenWealth API Standard and acknowledges its use.
01/25/2022
Kakou Technologies: The B Corp Engineering change through community
We spoke to Kakou Technologies CEO Ann Fomukong-Boden about how her decision to become a B Corp gave her a business case for diversity and inclusion
01/24/2022
Schroders and Nexus develop tech-based fund accounting
The POC successfully demonstrated the technical feasibility and potential business value of applying intelligent data parsing to address user pain points and improve user productivity.