Managers of Wealth Fintech

Align your clients’ values to their investments via comprehensive ESG data

Act Analytics is now helping SS&C make this type of analysis available to its customers.

Profile: Partnership with Surecomp, leading provider of global trade finance to mutually represent solutions

In response to a higher volume of finance requests, they must facilitate trade more efficiently and with greater connectivity to the broader trade finance ecosystem.

SS&C Superannuation Survey Reveals Need for New Digital Tools

Superannuation members’ wish list underscores the need for technology innovation

The race to be China's top fintech platform: Ant vs Tencent

Ant refuted the comparison with Tencent or anyone else.

Moving to a new engagement model…digital first!

The need for increased sales efficiencies and effectiveness is not/will not go away.

FCA has no target for pension guidance uptake

At the point at which a saver indicates they would need to take guidance, providers will be expected to incorporate booking an appointment with Pension Wise into the process.

Avaloq launches comprehensive ESG investment solution for banks and wealth managers

ESG investing has grown significantly over the past few years as investors, businesses, governments and a range of stakeholders look to address critical challenges such as climate change, environmental damage, social inequality and discrimination.

UBP launches a global fintech strategy

The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.

Profile Software's latest Axia release offers advanced onboarding and new client portal

Current times call for remote working, communication, and networking

Mills & Reeve Named on £23M Deal

"This acquisition is an important and exciting and step forward for Delta in supporting our valued clients."

Jersey Finance Virtual Private Wealth Conference to Explore Sustainable Finance and Philanthropy

By collaborating with award-winning on and off Island suppliers, Jersey Finance aims to deliver a high-quality experience to a global audience.

TSB partners with robo-adviser Wealthify

Wealthify, which is backed by Aviva, has seen an 85 per cent growth over the year in client numbers, now boasting more than 30,000 active customers.

Trust strikes it rich with Ant Group

It bought nearly 44.6 million shares at $5.61 a share in a move that made the ecommerce group one of the biggest positions in its portfolio, which is currently worth just under £14.9 billion.

UK-France-based fintech raises £2m

When the mobile app launches users will be able to buy equity tokens directly in the app, allowing them to become shareholders in their own bank.

Banks roll out robots as pandemic shakes up IT plans

“Bots allowed us to process a much higher volume of applications than we would have been able to do before. It meant the timelines didn’t get longer with the massive volume,” said Simon McNamara

Broadridge Reports First Quarter Fiscal Year 2021 Results

Recurring fee revenues increased 8% to $671 million from $623 million.

SS&C Technologies Releases Third Quarter 2020 Earnings Results

Q3 2020 GAAP revenue $1,152.8 million, up 0.8%, Fully Diluted GAAP Earnings Per Share $0.60, up 66.7% Adjusted revenue $1,156.2 million, up 0.5%, Adjusted Diluted Earnings Per Share $1.10, up 18.3%

HUB24 to acquire Xplore Wealth, sell Paragem

Platform provider HUB24 has moved to acquire Xplore Wealth and sell Paragem.

Avaloq pairs with Investment Navigator for wealthtech compliance

The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.

This is Goldman’s bet to break into a $32 billion industry serving the world’s biggest corporations

The approach, dubbed banking-as-a-service, is inspired by what Amazon has accomplished with its cloud business.

Wealth & Asset Management