Managers of Wealth Fintech

Itaú USA Asset Management Appoints SS&C for Fund Administration

Brazilian investment manager consolidates vendors in favor of SS&C’s breadth of services

Avaloq strengthens its implementation capabilities with a new partnership and a status upgrade

This upgrade reflects Confinale’s significant number of Avaloq experts, the team’s large geographic reach as well as the number of successfully completed projects to date.

Wealth solutions for today and tomorrow must focus on operational agility

I share my perspective on some of the key aspects you should consider to grow and optimize your business.

WealthSelect takes profits following market highs and adds to UK and Europe

Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.

Apex bolsters UAE presence with acquisition

Following this acquisition, Apex will be able to offer clients a range of compliance services, including anti-money laundering outsourcing, compliance technology, fintech advisory, client assets compliance, and private placement compliance.

SS&C GlobeOp Forward Redemption Indicator: September notifications 3.43%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform

Nucleus launches behavioural finance guide for advisers with behavioural experts Be-IQ

The paper sets out the background to behavioural finance theory, in particular highlighting the uncertain, complex financial landscape clients and advisers now find themselves in.

The Future of Advice

New survey reveals how advisor business models and practices will change—and the implications for asset managers.

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

The Client View application centralizes all client-focused workflows in one place

UBS Mulls VR-Based WFH Traders

UBS’s work-from-home efforts extend beyond just its trading operations or the European region.

Shareholders split on $503m Citadel acquisition bid

It comes at a critical juncture for the business, which is only 10 months into a turnaround strategy to become a software company.

New Wealth to Grow Distribution in Indonesia

CEO Löic Pitrou said the company is currently expanding its ability to deliver multiple digital finance projects in Indonesia to support the fast-growing digital savings and wealth management sector there.

Iress wins ‘Best Adviser Solution’ at the Goodacre virtual awards

The awards ceremony was held virtually for the first time in its 18-year history.

Wealth Managers need to ‘Democratize’ their Service to Thrive in the Hyper Personalized, Digital Banking ERA,Warns Avaloq

For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.

Wealth & Asset Management