Managers of Wealth Fintech

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.

Davis Advisors Reaffirms Its Transfer Agency Commitment to SS&C With 5-Year Extension

SS&C GIDS will back Davis Advisors’ strategic initiatives

Cloud Migration in the Background of a Digital Transformation Framework

Cloud computing is in fact a great opportunity to reduce costs, increase efficiency, scalability, and security.

Producer’s National selects SS&C to Power Asset Growth

Illinois insurer chooses SS&C to provide comprehensive middle- and back-office outsourced accounting services

New Access ranked among the "World's most innovative wealthtech companies"

Awarded for their innovative use of technology to solve a significant industry problem

The benefits of a modern tech stack in the wealth management industry

The slick digital experience presented by other industries means customers now expect the same from all providers

Kidbrooke joins with additiv to meet demand for financial health and pension planning tools

At Kidbrooke we focus on overcoming these limitations and strive to provide added value across the board.

EFG Bank’s Richard Straus on the Value of Client Engagement and the Values of ‘Real’ Communication

The bank kept the momentum going during the pandemic and has demonstrates its operational and financial resilience.

DBS Launches Crypto Trust Offering

Confidentiality, peace of mind and taxation often emerge as top-of-mind concerns in our conversations with clients

Aviso Wealth Selects Broadridge to Power its Wealth Management Platform

The implementation of Aviso Wealth's MFDA business to the Dataphile solution was completed in January 2021.

SwissBorg selects OpenPayd

OpenPayd is providing virtual IBAN accounts and fiat on-and off-ramps enabling SwissBorg to improve user experience as it continues to scale

Bermuda firm buys stake in Singapore wealth platform

Aura Group, Somers and ICM look forward to collaborating on investments and leveraging each other’s valuable expertise, insights and extensive networks globally.

Asset Managers Remain in Early Stages of Adopting Disruptive Technologies, Accenture Report Finds

Although doing so will require new technology capabilities, according to the report, less than one-third (28%) of respondents said their firms have already implemented new technology platforms.

Wealth & Asset Management