05/24/2023
Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.
05/24/2023
SEI Wealth Platform to Help Power Growth for IFA Consolidator
05/18/2023
Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities
05/17/2023
The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.
05/16/2023
Garantum Wealth Management AS is an affiliated agent for Garantum Fondkommission AB and offers order mediation and provides investment advice.
05/16/2023
The contract renewal sees Novia Global expanding the multi-currency enabled products administered on Composer to support ISAs alongside SIPPs for non-UK residents and foreign nationals residing in the UK. T
05/12/2023
Customer awards recognize the global leaders, innovators and visionaries in banking
05/12/2023
The AI-powered TIFIN Wealth platform encompasses personalized assessments
05/11/2023
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/10/2023
The acquisition accelerates Fairstone’s growth goals for 2023 and lays the groundwork for future deals in the region.
05/05/2023
Partnership looks to offer asset management firms improved views of client AUM and asset flow data for their global market intelligence.
05/03/2023
“We will work closely with Broadridge to ensure the speed and availability of global fund data for asset management firms and improve both the quality and efficiency of that data.”
05/02/2023
This acquisition marks a significant step in GBST’s continued growth strategy as it expands its innovative suite of fintech products and services to deliver business opportunities in new and existing territories.
04/28/2023
Quantio Limited provides client services, offering the highest professional standards and using tools to simplify investments and maximize profits by offering them innovative products based on AI.
04/27/2023
The platform’s ability to provide complete visibility and support succession planning, as well as ESG, sustainability and impact, are amongst the key features most valued by the company’s global customer base.
04/26/2023
The product enables partners to brand the platform with their own logo and customize it to fit their unique requirements.
04/26/2023
A bespoke internal model may well be the better alternative
04/26/2023
Endowus officially launches digital wealth management services in Hong Kong, according to a statement.
04/25/2023
Morningstar-curated models now available via unified managed accounts
04/24/2023
Everon now plans to expand its services for wealth managers, financial planners and other partners.