Managers of Wealth Fintech

Avaloq wins European wealth management Transaction Processing Solution award for excellence

Avaloq has won the prestigious Transaction Processing Solution category at The Ninth Annual WealthBriefing European Awards 2021.

Why modern-day wealth managers need to expect the unexpected

The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.

Digital Asset Manager Wave Financial Crosses $500 Million AUM

Wave has a wealth and treasury management division that serves portfolio solutions and services for large blockchain protocols, and HNIs as well.

FTRC rolls out adviser software information hub

“There’s never been more adviser technology around than there is today. "

QPLIX brings sustainability data into asset management

In the sustainability dashboard and reports in the client’s individual design, QPLIX enables all parties involved in the decision-making process to assess the ESG ratings of the investments at a glance.

Skience Launches SkienceONE Wealth Management Platform

Standalone Solution Delivers Growth-Minded Firms the Value and Results of Skience's Flagship Platform and Supports Firms' Needs as They Expand

TechRules launches in Tower a new business generation module totally integrated

An efficient business growth for financial entities

Read online: The Exponential Pull of Innovation Uberization 2.0

Part One — Subversive Startups Challenge the Establishment and Recent Developments

How to maintain and deepen relationships with research & due diligence teams

Aligning your firm’s distribution, marketing and product development efforts to the unique demands and needs of these teams has never been more critical and is no longer a suggested best practice, but a requirement for approval on their platforms an

M&G Wealth to launch hybrid robo-adviser

This latest launch follows a raft of changes as the firm set out plans earlier this year

Navigating Safely Down the Digital Transformation Waterfall

The current trend towards APIfirst, cloud-based solutions that promise greater flexibility and better cost control appears, on the face of it, to favour an agile approach – or does it?

Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving

Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator

Aligning resources to cost-effectively grow assets

This includes aligning both sales and marketing coverage to the value, behaviors and preferences of each segment.

AutoRek nominated for duo of awards at the Goodacre Systems in the City FinTech Awards 2021

The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.

Rising IT Costs Help Banks Survive

Most of an IT budget is simply the cost of doing business. What that means is that increased spending is strategically necessary to survive.

Digitalization of client engagement

How digitalizing client experience can drive client acquisition and retention

The future of wealthtech in the GCC

Older generations are also becoming more exposed to technology solutions that commoditise product offerings

Diversified Trust Selects SS&C to Administer Private Equity Fund-of-Funds

SS&C will provide private equity administration, portfolio look-through reporting, tax services, treasury support services and investor AML/KYC compliance.

ETFs: a case for “look-through” data in risk management and beyond

Considering the continuous growth in assets allocated to ETFs—ESG-tilted ones in particular—this blog looks at some analytics consequences on institutional investors’ asset allocation and risk management processes.

Wealth Management: Using a conversational approach to attract and win clients.

Traditional forms of wealth management use face-to-face engagement when managing client relationships.

Wealth & Asset Management