Managers of Wealth Fintech

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.

Digital Dominates Wealth Sales for HSBC

The bank will also maintain its hiring plans to add more than 5,000 client-facing wealth roles over the next five years, including relationship managers.

South Africa’s Largest Fund Administrator Goes Live with Temenos

Agility and scalability of Temenos platform supports Curo’s large multi-client fund base and rapid pace of product evolution in the investment industry

BRI Wealth Management Plc Selects 1RS Platform 'ERIC' for Risk And Compliance Management

By selecting Eric, BRI Wealth Management Plc now has access to an intuitive risk and compliance management system.

Cantonal bank and Leonteq to launch joint pension solutions

The products will offer private pension investors in Switzerland savings and investment solutions on Leonteq’s technology platform and marketed digitally via a new third-party company.

Wealth Managers: Time to Shift your Technology Priorities

Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?

Wealth & Asset Management