Managers of Wealth Fintech

SEI buys Finomial

This technology will add data-mapping tools, flexible data models, and rules engines to further enhance current capabilities.

A new digital paradigm for client onboarding

Truth be told about traditional client onboarding: it’s all about slow processes driving poor customer experience.

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

The new solution will empower Broadridge’s client base with direct access to NYFIX Matching’s automated trade allocation

Nigeria digital bank Brass raises $1.7m funding round exploring Africa expansion

Brass has thus far served thousands of businesses and helped disburse over $2 million in credit

Fintech opens Zurich wealth management hub under PB veteran

Estating offers fractional access to individual property investments.

Acclaim - Adaptable Team, Flat Structure and Flexible Product is a Winning Formula

Considering this context, my response to this question is that we have further enhanced our resilience in terms of working

SEI Reports Third-Quarter 2021 Financial Results

Our talented workforce is the key to our ability to serve our clients globally and create opportunities for our future.

Digital change: the magic solution?

The take up for this is very encouraging and firms have seen a significant improvement in client satisfaction as a result.

Wealth8 partners with WealthKernel to launch an investment app

Headquartered in the UK, Wealth8 is a wealth-management platform helping to connect people with wealth and investment opportunities by providing easy access to global investment products.

Global private wealth platform Kristal hits 500 mn dollars AUM landmark

It is experiences like these that have made Kristal the no.1 wealth manager in the mass affluent & emerging HNI segment of Asia.

Client segments have been re-shaped—and advisers need to adapt

The turbulence and uncertainty of financial markets has seen many wealth firms experience an uplift in AUM, with advisers getting closer to clients and becoming the primary touchpoint of their financial lives.

How Digitalisation Has Made Luxury Brands More Accessible

High-end products are no longer exclusively sold in stores, as the world’s most coveted brands, products, and services are now accessible to all who search.

NFTs: Has the World of Collectible Art Finally Gone Digital?

As we embrace the digital age, where content online can be easily copied and used, it becomes increasingly difficult to authenticate individual ownership.

Cryptocurrencies: the most important invention since the internet?

There are plenty of evangelists out there making hyperbolic claims about Bitcoin et al. But just what exactly are cryptocurrencies and is there a business case for them?

ESG – What does it really mean?

At one end of the spectrum, some wealth managers already have a serious ESG focus.

What role does digitalisation play in the future of Wealth Management?

Digital acceleration and adoption of new technology in a changed operating model have been catalysts for increased IT spend this year.

Innovating together: what is happening in Wealth & Asset Management

Openess and API facilitate collaboration and access to innovation.

Broadridge Enhances Fiduciary Toolkit for Financial Advisors

Enhancement enables financial advisors to leverage ESG rating data in conjunction with pecuniary factors to construct client portfolios

Membership group launches to support implementation of CBDC

A new membership body supporting the rollout of the UK’s CBDC (central bank digital currency) launches in London today.

CyborgTech Announces Investment From Leading WealthTech Developer PureFacts to Expand Award-Winning Robo-Advisory Platform

Launched in 2019, Cy helps financial advisors successfully engage with clients throughout the investment journey