Managers of Wealth Fintech

Wealth management in the new world

Wealth platforms that were forced to upgrade allow for increased mobility for those providing advice to families, who can use this infrastructure as part of a new breed of family office services.

Andes Wealth Technologies announces integration with Orion Advisor Solutions

Andes Wealth Platform provides award-winning behavioral finance and risk solutions for financial advisors.

Objectway Joins Euronext's Techshare Programme

Euronext's TechShare platform will help raise awareness of companies in the Tech sector.

Tenovos Named a Strong Performer in Digital Asset Management for Customer Experience by Independent Research Firm

Tenovos received some of its highest scores in the criteria of enterprise platform integration, product vision, market approach, and video and emerging content support.

Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business

"We are pleased to add FinClear to our growing client base in APAC," said Darren Crowther, General Manager of Broadridge's SFCM.

Zoe Announces partnership with wealth management firm

Partnering with Zoe has been a great step towards helping more clients find an advisor to guide them to their 'why.' Each client has unique dreams and in collaboration with Zoe we want to provide them the tools to make them come true.

J Safra Sarasin takes full control of Swiss bank in digital push

bank zweiplus offers trading and custody services and has a sophisticated offering specifically tailored to direct clients and clients of independent asset managers and insurance companies.

Discussing top trends in 2022 for the Wealth Management sector

Firms need to deploy exciting ways to gain the audience’s attention and win new clients

CREALOGIX : and Sedania set to transform digital banking with the latest customer-focused solutions

During a demonstration highlighting the need to reimagine Digital Lending and the Client Engagement Solution at the recent My Fintech Week 2022

CREALOGIX wins the IBM Ecosystem Award 2021

By winning the IBM Ecosystem Award in the category Innovation Partner of the Year, CREALOGIX stresses its position as a developer of innovative solutions in digital banking.

Rêv Launches Multi-Currency Digital Wallet App for Itaú Private Bank Customers

Global Fintech Provider Develops Payment Program With Mastercard Debit Card Acceptance and Real Time Currency Exchange for Itaú Private Bank Customers Looking to Transact in Foreign Currencies

For SMEs, Digital Banking UX matters

Banks can use their expertise to develop a positive UX in digital banking

How wealth management technology solutions are changing the industry

Wealth Managers were also tasked with strengthening their operations and increasing their productivity amidst decreasing profits and rising regulations in the industry.

SS&C Releases Q4 and Full Year 2021 Earnings Results

SS&C's 2021 financial results reflect the cumulative progress our salesforce, product specialists, and management teams have made.

Julius Baer: Singapore Over Switzerland For Innovation Hub

As of December, the bank appointed Jonathan Chan as head of the new lab and he has since led a multi-discipline team with innovation and entrepreneurial backgrounds.

The Customer Experience Gap in Communications is Widening Two Years into the Pandemic; Companies Must Adapt or Lose Customers

Annual Broadridge CX and Communications Survey finds consumers' expectations rise when it comes to channel preferences, personalization, data security and transparency

Wealth & Asset Management