Managers of Wealth Fintech

Brompton Asset appoints Multrees to run platform technology

Multrees has ambitions to expand and told Money Marketing back in February it plans to double its client base within the next five years.

SS&C Announces Advent Product Updates

This release offers forward-looking technology to streamline workflows, provide key functionality to optimize operations and augments the overall user experience.

FNZ to acquire Germany's Fondsdepot Bank

Fondsdepot Bank employs around 500 people, manages more than 1 million investment accounts and manages over €60 billion in assets under administration.

Abrdn in £1.5bn talks with Interactive Investor

The companies are still discussing terms, and the talks could collapse without an agreement.

Third Platform Services breaks through £5bn barrier

The growth is largely attributed to continuing very strong inflows

Delivering Great Client Experiences in Unsettling Times

These awards are testament to our focus on continually developing our solutions to meet and exceed client and market requirements.

Fintso acquires WealthMagic SaaS from Datacomp

The state-of-the-art cloud-native platform enables them to expand their reach while benefitting from cutting-edge AI-based advisory.

SS&C Technologies Releases Q3 2021 Earnings Results

SS&C continues to gain momentum from the first half of year

Wealthtech player raises $47m

All of the products are designed to "help bridge the gap" between retail investors, financial advisors, and asset managers and focus on "proven science, investment management, software, and algo technology".

Temenos adds Marqeta to app marketplace

The integration of Marqeta enables Temenos’ banking and financial institution customers to leverage Marqeta’s open API, Tokenization as a Service

Broadridge Announces Go-Live of Global Proxy Sub-Custody Services in Switzerland

The Swiss service is the latest market-ready addition to Broadridge's fast-growing sub-custody Direct Market Solutions (DMS) product suite that can directly connect investors and issuers.

Gen Z: How to win the next generation of wealth? Key opportunities revealed

As a result, Gen Z’s journey seems to be parallel to other client generations’ but traveling along a different path.

Broadridge Partners with Equisoft to enhance Wealth Technology Platform

Broadridge is a global Fintech leader that delivers a single, consolidated Wealth Platform designed to modernize a financial firm's entire business.

How to become a leading, digitally-enabled Wealth Manager

There is a shift in the market to consider flexible modular architecture as opposed to a one size fits all approach.

SEI Acquires investor lifecycle management firm

Finomial’s cloud-based technology is expected to complement SEI’s existing platforms

SEI buys Finomial

This technology will add data-mapping tools, flexible data models, and rules engines to further enhance current capabilities.

A new digital paradigm for client onboarding

Truth be told about traditional client onboarding: it’s all about slow processes driving poor customer experience.

Itiviti Successfully Integrates NYFIX Matching Post-trade Solution with Broadridge Investment Management Solutions

The new solution will empower Broadridge’s client base with direct access to NYFIX Matching’s automated trade allocation

Nigeria digital bank Brass raises $1.7m funding round exploring Africa expansion

Brass has thus far served thousands of businesses and helped disburse over $2 million in credit

Fintech opens Zurich wealth management hub under PB veteran

Estating offers fractional access to individual property investments.

Wealth & Asset Management