Managers of Wealth Fintech

Wise enters wealth management with tie-up

Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space

Will IoT transform the wealth management customer experience?

Many of us wear a smartwatch or have a smart speaker and, as a result, have a clearer sense of how a network of interrelated devices might change how we interact with appliances and physical objects.

Avaloq's Gery Dachlan: «Our Asian Parent Has Proved Advantageous»

Asia is a main focus region for Avaloq, and we want to have people on the ground to support those markets

RiskAvert: New internationally launched risk management platform for complete coverage of EU Regulation for Capital Requirements (CRR2)

It also provides full support of Large Exposures framework and automated, inbuilt manual adjustment calculation.

The modern-day King Midas – In under 24 hours the price of an obscure cryptocurrency jumped by 1,000% after Elon Musk named his puppy after it

A cryptocurrency by the name of Shiba Floki became the biggest gainer because of the tweet.

SS&C Announces Enhancements for Eze Investment Suite and Eze Eclipse

The platform enhancements to fixed income and automated trading reinforce SS&C Eze's leadership in front-to-back investment management workflows for its 1,900 clients.

CREALOGIX increases its annual revenues once again – primarily thanks to strong growth in recurring SaaS revenues

Having once again posted record revenue, the Swiss fintech company CREALOGIX can look back on a successful 2020/2021 financial year.

New York Climate Week to feature BITA Risk

The Future of ESG Innovation and the Role of FinTech

The Omnichannel Experience - Creating Harmony Across Wealth Management

In a traditional framework, wealth managers spend a lot of time in document management, generating reports, setting up meetings, and collaborating.

MENA-specific wealth management platform caters to digital native asset holders

The platform has been developed to meet the rapidly expanding needs of the Middle East’s digital native wealth owners, marking a first for investors.

First Swiss private bank picks the hybrid platform from CREALOGIX

The hybrid platform from CREALOGIX incorporates various modules concerning customer support and outreach, which are supporting the bank’s transformation.

NFTs Of Cartoon Apes Sell For Over $24 Million In Sotheby's Auction

In addition to the 101 NFT's, the winner is granted the ability to generate six new Mutant Ape NFT using one of the NFTs in the collection, as the lot includes three M1 and three M2 "Mutant serums."

Welcome to the Tri "Party": Broadridge Launches Sponsored General Collateral Service

Innovation expands post-trade capabilities into new asset classes

Julius Baer to use fintech platform to boost digitisation

Hybrid platform enables bank's digital transformation.

Cinven to snap up £2bn wealth management platform

The London-based buyout firm is on the verge of clinching a takeover of one of Britain’s biggest wealth management platforms after months of talks, Sky News learns.

Ahead of DOL IRA Rollover Requirements, Broadridge Fi360 Offers Enhanced Solution

Broadridge Fi360 Solutions worked to enhance the tool with ongoing support from the Pension Resource Institute to develop best practice criteria that is easily adaptable as the regulatory environment evolves

LGT Vestra and Wealthify to offer low-fee digital investment service

Both the asset allocation and fund selection will be carried out by LGT Vestra, with the platform and customer care provided by Wealthify.

SS&C Launches New ESG Reporting Solutions

SS&C’s platform will support compliance with the EU Sustainable Finance Disclosure Regulation and deliver greater insights and transparency into ESG portfolio risks.

Contemi Solutions Amongst World's 100 Most Innovative AI Fintech Companies

FinTech Global- the world's leading provider of FinTech information services, has selected Contemi as a leading provider of technology solutions

Advisers need to step up digital offering to keep HNW clients

Advisers who focus on high net worth (HNW) clients instead of less affluent socio-economic groups will find they have as a great of demand for digital advice offerings as the groups they avoid

Wealth & Asset Management