04/21/2021
FNZ Told For A Secod Time To Undo GBST Acquisition
Its other offerings serve wealth managers, retail brokers, custodians, and margin lenders, officials say.
Wealth & Asset Management
04/21/2021
Temenos Announces a Strong Start to the Year With Q1-21 Total Bookings up 105% Giving Confidence in Delivering FY-21
Total Bookings growth of 105% SaaS ACV growth of 130% Total Software Licensing growth of 26% EBIT growth of 31% FCF growth of 28%
04/20/2021
London-based wealthtech Bite Investments bags funding for its alternative investment platform
“It is a testimony to how the financial industry and investor community are gravitating toward alternative investment opportunities, as well as digitalisation and its transformative value.”
04/19/2021
Contemi Solutions Joins Managing General Agents’ Association to Empower MGAS with its Digital Capabilities
As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.
04/19/2021
3 WealthTech companies transforming the European financial market
The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.
04/16/2021
Asia strategy intact as digital push intensifies
Deutsche Bank’s new global head of securities services, Paul Maley, shares his thoughts on building Asia and the promise of digital in disrupting the custody business in an exclusive interview with The Asset
04/15/2021
Ikigai chooses WealthKernel as custodian
WealthKernel works alongside ikigai’s other API financial partners, such as Railsbank, so that ikigai can focus on delivering best-in-class, premium products and services to its clients.
04/15/2021
Julius Baer Rolls Out Digital Advisor in Asia
The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.
04/15/2021
Marstone and Detalus Advisors Partner to Bring Digital Wealth Management to Customers Representing Over $1.6 Billion in Assets under Management and Advisement
To attract and retain digitally-native consumers, Detalus taps Marstone to ensure financial wellness can be easily accessed and managed from a single platform
04/14/2021
Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech
Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey
04/14/2021
Mitsubishi UFJ Financial unveils wealth platform
InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors
04/14/2021
Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report
WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem
04/13/2021
Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms
CLMi’s lean and agile infrastructure eliminates the need for complex and time-consuming configuration
04/13/2021
Authentic Opportunity: Wealth Managers Need A Strategy For Digital Assets
Nobody predicted just quite how quickly NFTs would go mainstream.
04/13/2021
HSBC joins Bian
Due to the scale of its business, HSBC brings a wealth of perspective to BIAN.
04/12/2021
Wealth 8 launches stocks and shares Isa to bridge ethnicity wealth gap: how does it compare?
Find out how the investment platform compares to Vanguard, AJ Bell and more
04/12/2021
Iress partners with Cosaic to bring ChartIQ to its market data platform
The integration means Iress Pro users can analyse data faster, more accurately and in a more flexible way.
04/09/2021
d1g1t Announces Strong Growth
Toronto-Based Enterprise Wealth Management Fintech Has Doubled Revenues Since the Pandemic Started Despite Challenges Facing Broader Economy
04/08/2021
Allfunds to list on Euronext Amsterdam
Whilst AllFunds will not receive any proceeds from the sale, the company believes the listing will provide access to diversified sources of funding and raise its profile and brand awareness.
04/07/2021
Digital Advisor Stashaway Rolls Out Hong Kong Platform
Stashaway offers 12 globally diversified growth-oriented investment portfolios targeting different levels of risk, with management fees of between 0.2–0.8 percent