Managers of Wealth Fintech

New Access and Apiax Partnership

Within the next months, Apiax’ API solution will be fully integrated in New Access’ core-to-digital suite of solutions

Profile Software named category leader in Chartis’ Advisor Desktop solutions for Wealth Portfolio Suites

The advisor's desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management.

JP Morgan Chase to buy loss-making robo-adviser Nutmeg

Launching digital bank 'Chase'

The Wealth Mosaic releases its first APAC Wealth Technology Landscape Report

Mapping over 530 technology vendors to the business needs of the APAC wealth management sector

‘We were in the right place at the right time, with the right product’

President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus

French and Swiss central banks to trial wholesale digital currencies

It is the Bank of France’s latest CBDC pilot. In April, it ‘settled’ - or made payments on - digital bonds issued by the European Investment Bank using blockchain technology.

People power: wealth management’s most valuable commodity, and how technology is holding it back

The wealth management industry wholeheartedly embraced new ways of working, bringing an industry that is notoriously steeped in tradition and the currency of relationships eons into the future in the process.

Why All RIAS are on a Digital Transformation Journey

An intentional digital transformation initiative begins with a solid strategy and immediately addresses the problem one is trying to solve.

Refinitiv Workspace for Wealth Advisors chosen for Nomura's International Wealth Management business

Fast, light and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisors, delivering an efficient workflow and actionable insights at home or in the office.

everyoneINVESTED included in WealthTech100 list

Digital anchoring of savings into investments now also in Germany and Italy thanks to targeted partnerships.

Objectway & FSL Strengthen Relationship

Jack of All Trades vs Best Of Breed – it’s a choice

Online trading group plans expansion into wealth management

“We have been encouraged by the growing interest in equities, not just because of the ‘meme’ stocks, also because of the drive towards tech stocks as well,”

Instant Payments: Innovating the Way We Pay

The real-time sense of a credit card payment was an illusion, experienced solely on the client’s side.

Scalable Capital raises more than USD180m in Series E round

Scalable Capital, a fast growing neo-broker and one of Europe's largest digital wealth managers, has raised more than USD180 million (EUR150 million) in a Series E funding round led by by China’s leading technology company Tencent.

Broadridge Expands Wealth Management Capabilities

Acquisition of AdvisorStream expands digital engagement capabilities for financial advisors

Democratizing Wealth Management

Digitalization is helping to democratize wealth management by making it more affordable and easier accessible for a larger portion of the population.

Playing to strengths – How can technology and people work best together?

Article based on TWM’s webinar on moving from people vs tech to people & tech

Standard Chartered unveils wealth management app

Clients will be able to schedule appointments to talk to their relationship managers online

Broadridge Collaborates with AWS to Extend its Private Market Hub, the Industry-Leading Private Equity Blockchain Solution

Latest release adds connectivity to existing industry tools and technologies

Mashreq partners with Comarch to digitize wealth management and enhance customer experience

A comprehensive suite of new digital technologies as well as a strong client experience

Wealth & Asset Management