Managers of Wealth Fintech

Contemi in world's 100 Most Innovative Wealthtech Companies

The WealthTech industry has grown dramatically over the last four years as new digital services

Why it makes sense to outsource client reporting operations

One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.

Regulatory changes coming for family offices?

The core capabilities of most family offices revolve around wealth and investment management.

Valsoft Acquires Finartis and Enters the Wealth Management Vertical

Jean–Luc will remain on board with the team and ensure a smooth integration into Valsoft.

Save money by investing in digitalisation

Advocates of greater and more rapid digitalisation within wealth

Addepar Expands to Europe With New Office in Scotland

Addepar plans to have a physical office in Scotland when it is safe to do so, according to local health guidelines.

The Growth In Big Data

There is an incredible array of data available to be bought for a price.

Save money by investing in digitalisation

These are all commercial performance levers which the firm is pulling on by investing more – and more smartly – in digitalisation.

Ikigai initiates Crowdcube campaign to raise £1.2m

Ikigai, the wealth management and banking app for affluent millennials, has set up a UK public crowdfunding campaign via CrowdCube to accelerate business, their product roadmap and the tech team.

‘Agile’ Hampden & Co posts strong growth

During the year the bank raised an additional £10 million from shareholders to support continued balance sheet growth, ongoing costs and regulatory requirements.

adesso and CREALOGIX expand partnership focused on implementation of innovative banking solutions

The two firms made the decision to expand the scope of this fruitful partnership.

Creating Wealth-Management Solutions For A Changed Market

R. Srikumar is Senior Vice President, Head Portfolio Group at Mphasis.

SS&C Technologies Releases Q1 2021 Earnings Results

Q1 2021 GAAP revenue $1,233.4 million, up 5.1%, Fully Diluted GAAP Earnings Per Share $0.65, up 75.7%

Wealth tech firm Tiller launches Mattioli app

The end-to-end digital application Tiller will have a digital interface enabling new clients to sign up, portfolio monitoring and client reporting.

SS&C Announces 1H2021 SS&C Advent Product Updates

The strong and collaborative partnership we have and continue to cultivate with our clients is integral to building trusted solutions and services

The Wealth Mosaic announces content publishing partnership with Managers of Wealth

The partnership between the two business will have multiple strands but is focused first on the distribution of technology and related content from TWM’s community through the various relevant news portals of Managers of Wealth.

Why Wealth Management Firms Must Improve Digitally in the Next Normal

According to Oliver-Wyman’s global world wealth report 2020, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic.

Where will wealth take clients next?

Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences.

Fintech Robos migrates to cloud-only infrastructure with AWS

We are a B2B Fintech company, providing our partners with leading-edge technology for offering mobile-first and cloud-only savings and investments services

My Prognosis for Remote Working in Wealth Management

A further 76% added that they are more productive, due to the lack of commute and fewer distractions – a sentiment echoed by Rathbones fund manager Alexandra Jackson, who has experienced tangible improvements in both work performance and family life

Wealth & Asset Management