Managers of Wealth Fintech

Morgan Stanley’s Portfolio Risk Platform Receives Additional Industry Recognition for Product Innovation

Firm Wins Aite Group’s 2021 Digital Innovation in Wealth Management Impact Innovation Award for Digital Client Engagement

CSOP Asset Management Ltd. Chooses SS&C to Support Operations

Offshore Chinese asset manager replaces legacy system with Eze Investment Suite

Orion and HiddenLevers Announce First Post-Acquisition Deal With Cardea Capital

Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction

SS&C Signs Multiple Clients to its FRTB Solution

Nova Ljubljanska banka and SDC implement SS&C Algorithmics' Fundamental Review of the Trading Book solution ahead of the deadline

Effective change – the importance of aligning strategy, culture and compensation

Since human capital is usually the most valuable asset of most asset managers, this damage can easily outweigh the short-term financial benefits that might accrue as a result of a change to incentives.

What’s the new digital playbook for wealth management?

New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences

Wealth Manager Sequoia Financial Group to Employ ForwardLane's AI Insight Automation Platform

Sequoia Financial Group is committed to providing its advisors with the latest resources to enhance client engagement.

The St.Galler Kantonalbank relies on the CREALOGIX Hybrid Platform

The hybrid platform allows the existing architecture to be combined with new applications, which is both cost-efficient and offers additional scaling potential.

Which tech trends will accelerate when payments turn real time?

Consumer-oriented companies value the increased speed of funds transfer, especially in the retail business.

ESG: A major differentiator of wealth management firms

Firms are at considerably different stages of readiness and many still have a lot of operational work to do.

“The Great Generational Digital Wealth Transfer”

The Private Banking sector has become an important participant in the post-trade world of securities settlement and clearing – a domain that is also on the verge of its own transformation, thanks to the introduction of blockchain techn

Avaloq wins European wealth management Transaction Processing Solution award for excellence

Avaloq has won the prestigious Transaction Processing Solution category at The Ninth Annual WealthBriefing European Awards 2021.

Why modern-day wealth managers need to expect the unexpected

The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.

Digital Asset Manager Wave Financial Crosses $500 Million AUM

Wave has a wealth and treasury management division that serves portfolio solutions and services for large blockchain protocols, and HNIs as well.

FTRC rolls out adviser software information hub

“There’s never been more adviser technology around than there is today. "

QPLIX brings sustainability data into asset management

In the sustainability dashboard and reports in the client’s individual design, QPLIX enables all parties involved in the decision-making process to assess the ESG ratings of the investments at a glance.

Skience Launches SkienceONE Wealth Management Platform

Standalone Solution Delivers Growth-Minded Firms the Value and Results of Skience's Flagship Platform and Supports Firms' Needs as They Expand

TechRules launches in Tower a new business generation module totally integrated

An efficient business growth for financial entities

Read online: The Exponential Pull of Innovation Uberization 2.0

Part One — Subversive Startups Challenge the Establishment and Recent Developments

How to maintain and deepen relationships with research & due diligence teams

Aligning your firm’s distribution, marketing and product development efforts to the unique demands and needs of these teams has never been more critical and is no longer a suggested best practice, but a requirement for approval on their platforms an

Wealth & Asset Management