Managers of Wealth Fintech

Digitising the Investment Proposal Process

Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.

The future of wealth management

As a result, wealth management clients are ready for more support throughout their family’s financial lives.

Temenos unveils corporate lending platform

Temenos’ enhanced corporate loan origination capabilities help banks manage the entire loan lifecycle, from pre-screening to underwriting, due diligence, document capture, credit administration, acceptance and closing.

Avaloq introduces consulting firm d-fine as a Special Service Partner

Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.

Investcorp's new iPartners platform allows UHNWIs access private investment opportunities

Investcorp iPartners was developed in collaboration with iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries.

Nikko Asset Management selects GoldenSource Nexus for global investment data management

Head-quartered in Tokyo, the global asset manager will use GoldenSource Nexus to gain operational efficiencies and focus on growing the business.

GBST grows UK assets on Composer® Wealth Management Platform, to over £150bn in 2020

The increase in assets reflects the continued success of UK wealth management clients supported by GBST’s robust, scalable technology.

Farther Finance Launches Category Defining Wealth Management Tools That Pull The Private Banking Experience Forward

New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible

7 reasons WealthBrain is the best digital wealth manager for 2021

How clients and financial advisors can benefit from online services

Digital Wealth Manager Now Managing $1B in Client Assets

StashAway noted that its investment portfolios generated annualized returns ranging anywhere from 16.5% for its greatest risk portfolio to 4.3% for its lowest-risk portfolio since it began offering financial management and investment services in July 2017

Segment of One – the ultimate in customer personalisation

Financial institutions can use Conversational Banking to communicate digitally with their customers and ensure a ’segment of one’ narrative across all channels.

WealthTech Talks: Enhancing financial planning for UK wealth managers

As with many other areas of need and opportunity in the wealth management sector, there is clearly a strong case for modern technology tools to enhance, scale and build out the offering.

SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability

James Griffin to Lead Global Sales as SS&C Eze Continues Expansion

Covid-19 One Year On: Exposing Inefficiencies Towards a New Paradigm in Wealth Management

After almost a year living and working under the “pandemic siege”, we can now see how financial institutions have responded to these issues.

AFTAs 2020: Best Third-Party Technology Vendor IT Team—Vestmark

Peabody says this not only provides transparency at the team and department levels; it also improves the product management team’s ability to predict delivery dates and make trade-offs.

SS&C GlobeOp Forward Redemption Indicator: January notifications 1.78%

SS&C GlobeOp’s Forward Redemption Indicator for January 2021 of 1.78% reflects lower redemption notices than the 2.26% reported a year ago,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

Providence Group selects Financial Risk Solutions technology to power digital wealth platform for expats

Launch new wealth and investment products, compliant with the latest regulations in a matter of days

SMEs increasing digital investment during pandemic

The survey of 900 SMEs – conducted during the second lockdown

Mattioli Woods invests in firm behind SaaS wealth management platform

The investment sees the Company take an initial shareholding of 4%, through a subscription of new shares in Tiller, with the potential to increase this holding in the future.

FinTech positioning for a re-opening in 2021

This environment calls for selective stock picking and a disciplined valuation approach.

Wealth & Asset Management