Managers of Wealth Fintech

Delio launches Ventures initiative

The highly configurable way in which Delio’s technology has been engineered means that we are able to deploy it in diverse and exciting ways.

Just Wealth launches digital mark4ting support for advisers

The digital marketing package includes branded social media profiles, Google My Business profiles and compliance approved social media content.

Transparency and data management for family offices

A golden data set is created by aggregating data from multiple sources and cleansing and normalizing it into a single source. Everything in the office should use this single source of data.

InvestorCOM Recognized as Best Wealth Management Regulatory Solution for the Client Focused Reforms

Eleven judges, with expertise in regulations, technology, and financial services, evaluated the nominations to arrive at this year’s list.

Praemium enters ‘final stage’ in sale of UK platform

Praemium’s international business includes the Praemium UK platform as well as businesses in Jersey, Dubai and Hong Kong and its investment management company Smart IM, and the customer relationship management systems Wealthcraft and Plum.

Dorsum named the "Best Wealth Management Software Solution Provider

This award is a great honour, not only for Dorsum, but also for the 80 plus customers that have put their trust in our technology

InvestorCOM Recognized as Best Wealth Management Regulatory Solution for the Client Focused Reforms

Canadian RegTech Award recognizes InvestorCOM’s significant achievement and innovation in the advancement of regulatory technology.

SEI Acquires Novus Partners

Portfolio Intelligence and Analytics Solution Enhances Offering to Investment Teams

Delio to power private markets offering of leading Japanese bank

The launch of the platform comes as many industry commentators predict that Asia will become a global force in the private markets space over the next decade.

KB Asset Management Singapore Chooses SS&C

Flagship hedge fund investor will leverage SS&C’s integrated Fund Services and Eze technology solutions for Singapore operations

ADGM-licensed digital wealth manager unveils investments for retail clients

FinTech offers 10 diversified investment portfolios for clients who invest a minimum of $2,000

Matrix and ClearView adopt Iress advice fee consent solution

“The automated solution will result in reduced time spent on paper-based administration and data entry for advisers, as well as increased connectivity between licensees, advisers, clients and platforms,”

Trustees Executors Leverages SS&C Platform to Launch New Business

Storied New Zealand-based financial and trust solutions provider chooses SS&C Aloha

Brompton Asset appoints Multrees to run platform technology

Multrees has ambitions to expand and told Money Marketing back in February it plans to double its client base within the next five years.

SS&C Announces Advent Product Updates

This release offers forward-looking technology to streamline workflows, provide key functionality to optimize operations and augments the overall user experience.

FNZ to acquire Germany's Fondsdepot Bank

Fondsdepot Bank employs around 500 people, manages more than 1 million investment accounts and manages over €60 billion in assets under administration.

Abrdn in £1.5bn talks with Interactive Investor

The companies are still discussing terms, and the talks could collapse without an agreement.

Third Platform Services breaks through £5bn barrier

The growth is largely attributed to continuing very strong inflows

Delivering Great Client Experiences in Unsettling Times

These awards are testament to our focus on continually developing our solutions to meet and exceed client and market requirements.

Fintso acquires WealthMagic SaaS from Datacomp

The state-of-the-art cloud-native platform enables them to expand their reach while benefitting from cutting-edge AI-based advisory.

Wealth & Asset Management