Managers of Wealth Fintech

"Showtime" as "big majority" of Wealthsimple UK investors migrate to Moneyfarm

The migration of clients between the digital wealth managers is set to take place later this month.

Zoe Announces Partnership with Wealth Advisor

Excellence and accountability are two of the main values that each of their advisors works by and all of them are passionate about helping clients formulate plans to achieve their purposes.

3 Trends in Automation: Evolving to a New Normal

Intelligent automation and transformation are important components that ensure hybrid models are efficient and secure

Analytics transformation in wealth management

Today’s clients want a cutting-edge client experience. To deliver it, wealth firms must boldly scale up analytics.

Wealth Solutions Report Welcomes Adam Malamed and Susan Theder to Panel of Judges for WSR Growth & Innovation Awards

Wealth Management Industry Leaders to Guide Selection of Winners and Honorable Mention Recipients for Hybrid RIA / Independent Financial Advisor Group of the Year

BBVA Switzerland expands its crypto offering with the support of Avaloq technology

A key benefit of this solution is that the crypto management system is linked with Avaloq’s banking platforms, alongside other asset classes.

IQ-EQ Selects DealCloud

Comprehensive Platform Will Enhance Relationship Management for Global Investor Services Group

ERI wins two awards with its client Stern International Bank at the IBSI Global Fintech Innovation Awards 2021

These awards distinguish outstanding organisations from across the globe, with 191 banks and technology companies submitting 180 nominations from 48 countries.

Swiss Private Bank inks Collaboration deal

The Power of Collaboration - with Petiole Asset Management and Kaleido Privatbank

iFast to acquire 85% stake in UK digital bank

The proposed acquisition in the UK bank will allow the Group to acquire a banking licence in the UK, a reputable jurisdiction and a global financial centre.

Future of Operations: Simplifying Operations with Data (vol 4)

Help data become your firm's most valuable asset.

SEI Enhances Advisor Technology Platform and Advances Cloud Transformation

Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool.

Swiss Bank Hoovers Up Major Funding Round

Sygnum’s Series B is led by Sun Hung Kai & Co. Limited, a leading Hong Kong listed alternative investment financial services institution

Taipei bank chooses Avaloq to help scale its private banking business

Powered by Avaloq’s core banking system, the wealth management platform will initially be used to serve private banking clients in Hong Kong and Singapore, before scaling to serve onshore Taiwan clientele.

SS&C Announces Strategic Deal with O'Shares ETFs

The transaction will strengthen SS&C ALPS Advisors' ETF offerings

How To Become A Leading, Digitally-Enable Wealth Manager

The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.

FNZ completes the sale of GBST

This will provide FNZ with the opportunity to expand its product and service offering to both existing and future clients and accelerate the growth and reach of its global capabilities in listed securities trading and post-trade processing.

SMEs need urgent action from banks on digitalisation

The pandemic highlighted how much was lacking in digital banking facilities provided to SMEs

Five Ideas to Include on Your Family Office Solution Wish List

Looking Beyond Functionality as You Evaluate Family Office Technology Providers

Pascal WealthTech buys Living Wealth Media

Living Wealth gives Pascal a new digital tool that empowers advisors to go deeper with their clients, to deliver the personalization that is necessary for advisor success

Wealth & Asset Management