09/20/2023
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
This award underscores Wealth Access's commitment to providing exceptional digital experiences for financial institutions and their clients.
Wealth & Asset Management
09/19/2023
FinFactor raises AUM and clients thanks to Objectway’s Investment Management Solution
The partnership with Objectway has enabled FinFactor to make their order workflow management straight-through and seamless
09/19/2023
TS Imagine rolls-out dashboard for private banks and wealth managers
The wealth management industry has experienced a seismic transformation this year
09/19/2023
Citi: Wealth Client Origination Soars in Asia
In early 2021, Citi announced that it would form a single, fully integrated wealth management unit across segments, from retail to private banking clients.
09/19/2023
BlackRock enters Allfunds Alternative Partners programme
B2B wealthtech platform for fund management Allfunds has announced that asset manager BlackRock has joined the Allfunds Private Partners programme (APP).
09/18/2023
Bahrain FinTech Bay, The Family Office partner to transform wealth management in GCC
Additionally, BFB will develop digital investment solutions using TFO’s fintech lab as a collaborative hub.
09/18/2023
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity
09/15/2023
Deutsche Bank partners with Taurus for crypto asset management
Founded in 2018, Taurus provides enterprise-grade digital asset infrastructure to issue, custody, and trade digital assets
09/15/2023
Robo-Advisory Market worth $61.51 Billion by 2030
Robo-Advisory Market is growing at a CAGR of 44.1% from 2022 to 2030.
09/13/2023
Wealth management tech firm FusionIQ expands into Canada
FusionIQ has been eyeing the Canadian market for several years
09/12/2023
Objectway is the category winner for “Wealth/Asset Management Platform” in the Chartis BuySide50 Rankings 2023
According to the research and advisory firm, Objectway’s Platform merges wealth management tools
09/08/2023
Sustainable Innovation at scale: Journey for Wealth, Banking and Asset Management in this Decade
It’s imperative to recognise that their desires and needs differ significantly from those of baby boomers and silver surfers
09/08/2023
Top 50 IAM to merge with tech-focused wealth manager
The Probus Pleion group will expand to CHF 3bn in assets under management and gain an office in Lausanne.
09/07/2023
Broadridge Named a Leader in Digital Experience Platforms for Asset and Wealth Management Products by Everest Group
Everest Group PEAK Matrix® highlights Broadridge's strength in digital platforms for regulatory investor communications and top rating for value delivered and technology capability
09/07/2023
Crypto has created 182 centi-millionaires, world’s first Crypto Wealth Report finds
In the global super-rich league, there are now 182 crypto HNWIs with crypto holdings of $100 million, inaugural Henley & Partners report finds
09/07/2023
Fintech Leader CapIntel Unveils OMNI, Holistic Wealth Management Platform For Financial Services Professionals
The new OMNI platform offers advisors interactive, intuitive and tailored presentation building capabilities that help retail investors gain a better understanding of their financial goals
09/01/2023
Moneyfarm unveils Liquidity+ portfolio for investing in money markets
Investors can now access Liquidity+ through the Moneyfarm online platform or app
08/30/2023
Digital wealth manager Moneyfarm sees H1 AUM grow 15% to £2.6bn
Released half-year results to end of June
08/25/2023
Alpian: Insights into Switzerland's first digital private bank
Put simply, Alpian is a digital Swiss private bank that fits in every pocket.
08/17/2023
Exciting times for Canada's wealth technology space
New president of Broadridge Canada speaks out on growing AI opportunity, risk of 'spaghettification' in wealth tech, and more