Managers of Wealth Fintech

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Objectway’s founder and management partner with Cinven for growth

The majority investment marks the start of a new phase of growth for Objectway

SS&C Technologies integrates wealth offerings into single platform

The solution aims to cater to the needs of wealth managers by simplifying their technology and operational requirements.

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

GQG Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF

Turnkey Operational Platform Supports Multiple Investment Vehicles, Powers Growth for Investment Managers

d1g1t’s vision for scaling AI-driven wealth management advice

CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.

Standard Chartered and Alibaba Group Sign Strategic Technology and Growth Partnership

Two industry powerhouses will work together to advance development and implementation of AI technologies

BIBD Securities Sdn Bhd (BIBDS) enhances wealth management service offering with Avaloq platform

The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.

Access Bank UK to deploy wealth management tech from Profile Software

A key component of Axia’s value proposition is the Digital Investments Hub

Investec deploys SunTec Xelerate to enhance pricing and billing for corporate clients

SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.

Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset

Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.

DORA breathing down your neck? Why banks without PaaS are failing in cloud migration

This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.

FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry

The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.

The pioneer in digital wealth management continues to grow: More clients and more assets under management at True Wealth

The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.

FNZ signs five-year cloud and AI deal with Microsoft

FNZ is backed by some of the world’s largest institutional shareholders

Anthony Thomson to launch new global wealth bank

Thomson is aiming to adopt a hybrid approach, combining advanced AI and digital banking services with dedicated relationship management.

At First, Our Crypto Strategy Was Ridiculed – Then It Became Our USP

In addition to traditional wealth management, the bank’s ARCHIP solutions cater to private clients, external asset managers, family offices, and blockchain/crypto firms.

Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service’ in the Middle East

This collaboration will launch the Middle East’s first “Family Office as a Service” platform, combining Asas Capital’s regional expertise with Eton’s cutting-edge ERP technology to transform wealth management for ultra-high n

Separately Managed Accounts: A Revolution for Wealth Management?

It is in this context that the comparison with the American SMA model becomes central: a nimble, digital, already operational, and profitable model.

Wealth & Asset Management