Managers of Wealth Fintech

Crealogix: What is digital user experience and how can it benefit wealth management firms?

Interview with Kim Woodhall

Goldman Sachs unveils Marcus Invest robo-adviser in consumer push

Marcus Invest offers individual and joint investment accounts, as well as three types of individual retirement accounts, the bank said.

BNY Mellon Introduces ETF and Managed Account Model Portfolios

In addition to the BNY Mellon ETF Model Portfolios, Lockwood Asset Allocation Portfolios will also be available to firms using the Envestnet platform by the end of first quarter.

Family office founder on dealing with next-gen clients

Digitalisation will not fully replace human beings, according to François Mollat du Jourdin, chairman and founder of Geneva family office MJ&Cie.

Goldman Sachs Launches Automated Wealth Management Service

The platform will offer three strategies. First is Core, which will concentrate on a mix of U.S. and foreign stocks as well as bonds.

Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

Sharmil talks to us about why collaboration has to happen

Silicon Valley wealth adviser Iconiq sets up European outpost

The San Francisco-based firm, which has about US$54 billion in assets under management, has backed companies including Snowflake, which went public in September, as well as Robinhood Markets and Epic Games, the creator of Fortnite.

Risk and ESG-aligned portfolios

This is the rationale behind placing ESG at the centre of today’s risk management approach for tomorrow.

Jamaica Co-Operative Credit Union League selects Olympic Banking System

These services include loan and deposit products

Avaloq invests in Raquest

The German company's software promises to make it easy for financial institutions to get relief at source and reclaim withholding tax through automated digital processing.

Charles Stanley signs up for the new ESG Manager application

Charles Stanley’s investment managers will benefit from detailed visualisations, helping them to understand exposures, check preference conflicts and assess the impact of ESG-driven changes on risk, yield and return.

SS&C Technologies Releases Q4 and Full Year 2020 Earnings Results

SS&C Health completed the new COVAX Program, focused on ensuring the successful completion of the COVID Vaccine series for members receiving the vaccination from SS&C Health partner pharmacies.

How to make data science work for wealth management

With this blog, we help you bring your high-flying expectations into alignment with the sometimes-harsh reality of data science implementation.

Bitcoin is not ready to go mainstream for these 3 reasons, the world's largest wealth manager warns

In a note on Tuesday, UBS' Mark Haefele gave these three reasons why investors should practice caution before speculating in bitcoin.

BNY Mellon Forms New Digital Assets Unit to Build Industry's First Multi-Asset Digital Platform

The cross-functional, cross-business team, which will be led by Mike Demissie, head of Advanced Solutions at BNY Mellon, is currently developing a client-facing prototype that is designed to be the industry's first multi-asset digital custody and adm

SIX adds wealth management APIs to the b.Link Open Banking platform

Sending a strong signal to international open banking competitors

Has the pandemic accelerated digital transformation?

A more conversational approach to even simple automated tasks can put the human touch – and a premium service level – at the heart of the next generation of digital wealth tools.

The Family Office Launches Its Digital Platform

The platform of The Family Office also enables prospective clients to open accounts digitally through an entirely paperless process.

ERI Winners in the ‘Best Compliance Solution‘ Category at the WealthBriefing Swiss Awards 2021.

The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”

Covid-19 has made wealth managers’ IT advance 10 years

If you have a clear digital strategy and are advanced digitally then the past year will not have been bad.

Wealth & Asset Management