07/26/2021
Embedded ecosystems – the road ahead
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Matthias Plattner, Head of Channels and Innovation at Julius Baer
Wealth & Asset Management
07/23/2021
JPMorgan to give all wealth clients access to crypto funds - Business Insider
Its advisers are allowed to execute only "unsolicited" crypto trades, Business Insider said, adding that advisors cannot recommend products but only buy and sell on behalf of clients' request.
07/23/2021
Pascal chosen for ventureLAB accelerator program
Fintech provider to receive advisory support as it takes digital wealth management platform to market
07/23/2021
SIMON raises $100 million for Digital Wealth Management Platform
This funding round enables SIMON to further advance its core offering across structured investments and annuities, while driving additional growth initiatives centered on product and geographic expansion.
07/22/2021
Prometia and Fabrick apply Open banking and AI to launch new digital wealth platform
The Global Investment Portfolio solution is unique on the market thanks to artificial intelligence algorithms developed by Prometeia which create a holistic overview of the overall financial portfolio of an investor.
07/22/2021
InvestCloud wins wealth management deal with BNP Paribas
BNP Paribas Wealth Management selected InvestCloud’s solution based on InvestCloud’s leading automation technology to bring operational efficiency to onboarding of HNWIs
07/22/2021
How Impact Technology Can Help Family Offices Move The Dial
This lack of data opens investors and family offices to the risk of inadvertently investing in something that is not strategically aligned with their objectives and values.
07/22/2021
New fully automated Custody platform for global operations in Axia Suite
Capitalising on international know-how, Axia Custody accelerates the communication by also supporting 2-Way Allegement functionality.
07/21/2021
Brooks says landmark tech overhaul on track despite CEO switch
As part of its partnership with SS&C Technologies, Brooks will provide its advisers and clients with a new front-end portal and migrate assets currently run on JHC Systems.
07/21/2021
SEI Reports Second-Quarter 2021 Financial Results
Diluted earnings per share were $0.93 in second-quarter 2021 compared to $0.68 in second-quarter 2020.
07/20/2021
Credit Suisse leads $20 million round in financial data company Daloopa
With the financing in place, the company intends to extend its software to extracting detailed financial fundamentals from the financial filings of all public companies globally
07/20/2021
WealthTech Spotlight: In discussion with Alt/Ave
Chris chats to us about his background and reasons for setting up ALT/AVE, his team, the offering the firm has brought to market and its benefits, why it was built on Blockchain, their target market and more.
07/20/2021
Leveraging Robot Algorithms
When talking about structure, we also refer to the page and line where the strings to acquire are located along with their placement within the line and their format, which may be fixed as for dates and tax code, or variable.
07/19/2021
Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders
Asset managers to benefit from flexible workspaces and intuitive workflows
07/19/2021
corfinancial’s Salerio Selected by Man Group as Treasury Solution for FX Processing
The investment management firm’s international growth has relied increasingly upon Salerio, which automates key middle office processes.
07/19/2021
The power of partnerships: Meeting the demand for digital
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Anil Venuturupalli, Chief Operating Officer at HSBC Private Banking
07/16/2021
Is Asia set to become the global force in private markets?
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by John Leung, Client Director for Asia at Delio
07/16/2021
Munnyport partners Cairngorm Capital on wealth management group
Using Munnypot’s proven and award winning technology platform, Verso will blend the expertise of its client advisors with automated advice capability, allowing cost-effective customer segmentation by value and complexity.
07/16/2021
PE firm makes double acquisition to create UK wealth manager
The acquisitions are expected to complete shortly
07/14/2021
Fifth Third Bank to replace inhouse developed core platform with FIS
The bank will deploy FIS Unity, a leading-edge global wealth management platform that is fully integrated with FIS trust accounting