Managers of Wealth Fintech

SS&C Announces Strategic Deal with O'Shares ETFs

The transaction will strengthen SS&C ALPS Advisors' ETF offerings

How To Become A Leading, Digitally-Enable Wealth Manager

The three phases process started by deploying the Portfolio Management component to serve advisors with insights, relevant and actionable information to respond to client preferences with a personalised advisory service.

FNZ completes the sale of GBST

This will provide FNZ with the opportunity to expand its product and service offering to both existing and future clients and accelerate the growth and reach of its global capabilities in listed securities trading and post-trade processing.

SMEs need urgent action from banks on digitalisation

The pandemic highlighted how much was lacking in digital banking facilities provided to SMEs

Five Ideas to Include on Your Family Office Solution Wish List

Looking Beyond Functionality as You Evaluate Family Office Technology Providers

Pascal WealthTech buys Living Wealth Media

Living Wealth gives Pascal a new digital tool that empowers advisors to go deeper with their clients, to deliver the personalization that is necessary for advisor success

Digital wealth manager launches Smartfolio products linked to MENA Venture Capital Funds

Disruptive "FinaMaze Top VC Booster" to allow individual qualified investors to invest in Smartfolios with exposure to MENA top VC funds and to the most promising MENA startups, starting from $ 10,000

Degroof Petercam signs agreement with Objectway to implement Eximius Portfolio Management

With this new development, Objectway strengthens its position in the Benelux region as trustworthy provider of reliable solutions in the Wealth Management space.

Why would investors switchtheir financial advisor?

When it comes to how many investors have thought of switching their financial advisor, there’s both good news and bad news.

Julius Baer Invests in AI-Based Bank

The Israeli AI-based digital bank has secured investments led by renowned Swiss wealth management group Julius Baer, Japanese financial conglomerate SBI, and china-based technology company Tencent Prof. Shashua: “This vote of confidence in our visio

The Need to Modernize in Trust

Making the case for a transformed business model.

How is technology and social change driving major transformation in Wealth Management?

The global pandemic was a watershed moment for the Wealth Management industry.

US tech firm targets UK adviser market with Hubwise purchase

This acquisition brings significant value to our customers engaged in delivering first-class investment and advisory services to their investors

YCharts’ Intuitive Ecosystem Grows with Orion, Redtail and SS&C Black Diamond Integrations

Not only will these integrations empower advisors to more easily and efficiently make smarter investment decisions for their clients, but they offer a more streamlined approach to monitoring a clients investments in one location.

Broadridge and SLIB Joint SRD II Proxy Voting Solution for French Market is NOW LIVE

French intermediaries now able to meet new EC regulatory requirements under SRDII

UBS and iCapital Network Deepen their Strategic Partnership

Through this partnership, UBS GWM can benefit from iCapital’s technology and solutions, which digitize and automate the entire lifecycle of private market investments.

Australian wealth manager harnesses Napier technology

The technology will enable ClearView to gain better insights into its customers and identify suspicious behaviour more efficiently while having complete ownership over its AML platform.

Sionic acquired by Davies

Headquartered in London, UK, Sionic specialises in technology transformation & digitalisation, international regulatory compliance, and risk management.

Julius Baer, FinTech & Digitalization

As part of this, the Swiss group has invested 90 million CHF in digital and client-facing solutions and tools in 2020, it has trained 1200 participants in leadership training last year, and plans to have a significant part of their staff using agile ways

Brewin Dolphin goes live with Avaloq

The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.

Wealth & Asset Management