Managers of Wealth Fintech

Broadridge onboards UBS onto Distributed Ledger Repo platform

This partnership reinforces our overall digital strategy, leveraging new technologies aimed at reducing risk and improving efficiencies in the financial markets.

Top Hong Kong virtual banks seek new frontier in second year of operations, eye marriage with wealth management services

Wealth management is our next priority, say CEOs of ZA Bank, WeLab Bank, while Mox Bank wants to expand its credit card services

STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering

Backed by years of success providing outsourced operations to institutional and wealth management firms alike, STP debuts a set of features including new reporting methods and new integrations with established WealthTech powerhouses.

From process enhancement to relationship building- the role of technology within wealth management

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Sopnendu Mohanty, Chief FinTech Officer, Monetary Authority of Singapore (MAS)

Towards the New Normal, Chapter Three: Restore

In times of exceptional change, coming back to what it was cannot happen, traditional models cannot keep up effectively with post-pandemic life.

Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report

The award was revealed in Celent's CRM Platforms: North America Wealth Management report

Australia’s Newest Digital Bank Goes Live on Temenos to Champion Fairer, More Human Banking Experiences

The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking

SMArtX Expands Partnership with SS&C's Black Diamond Wealth Platform

Seamless API and data integration enhance business process automation

Wealth Dynamix Wins 'XCelent Functionality Award'

The judges awarded the top rank for 'breadth of functionality' to the WDX1 platform from Wealth Dynamix following an extensive review of the platform's capabilities

Digital Banking UX in Islamic Finance

At first glance, this market expects the same as all consumers – convenient mobile-first banking via a secure app and a seamless, omnichannel experience for in-person support where needed.

WealthTech Views RegTech Report: The view from InvestCloud

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Alessandro Tonchia, Head of Strategy at InvestCloud Private Banking & Wealth

Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital

The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.

What’s Next for ESG?

During the past five years, the investment decisions and priorities of managers and advisors over the wealth and investment industry have evolved significantly.

Broadridge Acquires Innovative Post-Trade Solutions Business

Alpha Omega brings invaluable expertise in advanced FIX-based technology for asset managers and broker/dealers in all areas covering automated allocation, confirmation and affirmation of trades for equities, fixed income securities, and derivatives.

Are asset managers long on plans, short on action in data science?

Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities

Family offices in EMEA region focus on ESG investing, shy away from cryptocurrency

Analysis from Goldman Sachs found that the EMEA region is the most focused on green investment, with 80% of regional respondents saying they are 'extremely focused on implementing ESG principles'

Ninety One Extends Transfer Agency Partnership with SS&C

SS&C GIDS brings superior client service, digital offerings to relationship

The Banker names BBVA the most innovative bank in Europe

BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.

WealthTech Views RegTech Report: The view from IMVS

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS

In it to win it – right place, right time and right offering

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Larry Campbell, Partner and Head of Financial Services Strategy at KPMG China

Wealth & Asset Management