Managers of Wealth Fintech

SEI Drives Global Momentum in Wealth Management Market

Trusted Strategic Partnership at Heart of Unwavering Client Service, Delivery and Commitment

USU wins Liechtensteinische Landesbank as a new customer in the IT Management segment

The focus of LLB's collaboration with USU is the definition and mapping of the various IT services and the automated integration of the data into the monitoring system

Digital Areas Needing the Greatest Change by David Wilson, Objectway

Looking at the customer lifecycle, lots of processes cause bottlenecks and delays.

Future of wealth operations: An impetus for change

The need for wealth operations to increase enterprise value is stronger than it’s ever been, requiring leaders to think differently

Just Group launches robo-advice service

According to Hub, Mercer has chosen Destination Retirement to provide automated advice to its UK corporate clients.

WealthTech Views Report: Looking into 2021 - the view from SIX

With Tamsin Hobley, Head Atlantic Region and Local Country Head UKI, SIX

Up to $223b of the World's Top 100 Brands' Value Could Be at Risk from a Data Breach, Finds Infosys-Interbrand Study

The report, called 'Invisible Tech. Real Impact,' examines the long-term impact of data breaches on value of the world's top brands across sectors.

Digitising Wealth Management for Tangible Customer and Shareholder Value

Our customers want to grow their client base reaching digital savvy people

Trends in wealth management; a look back at 2020

The digital transformation we’re seeing (and supporting) at SS&C goes beyond online portfolio access for investors.

Robo-advisors: the future of wealth management

Using algorithms to deliver tailored solutions, robo-advisors make investment affordable

WeLab moves into WealthTech space on Allianz investment

As part of the new financing, WeLab Bank intends to enter the digital wealth management and insurance market through a working alliance with Allianz Global Investors.

Building for the future

Matteo de Marchi, Head of Product Innovation at Finantix, an InvestCloud company, outlines his view about how to deliver a modern technology infrastructure for wealth managers

PPS Investments Selects SS&C for Enterprise Performance and Attribution Management

Sylvan's functionality and system flexibility streamlines South African-based financial services company's performance measurement and attribution

Bordier & Cie SCmA Offers Cryptocurrencies Via Sygnum’s B2B Banking Platform

Driven by increasing client demand, Bordier has expanded its private banking services to include digital assets through a partnership with Sygnum Bank, leveraging the latter’s B2B banking platform.

China Bank goes live with Intellect Wealth's Digital Trust Solution

China Bank has one of the largest trust banking operations in the Philippines, with over P200 billion in assets under management.

Scottish Equity Partners announces investment in AutoRek

AutoRek’s software automates high-volume reconciliation, exception management and data analysis

Contemi In Conversation With Neil Blackstone, Senior Director Business Development At Blankstone Sington

Owing to the long-standing working relationship between the two firms

Singapore digital wealth firm enters Hong Kong

It has already secured three different licenses from the regulator

Temenos and Canadian Western Bank Break the Boundaries of SME Banking with an Explainable AI Digital Banking Solution

With Temenos Virtual COO, financial institutions around the world will be able to empower SMEs with intelligent business banking, and drive growth with funding innovation as business owners navigate the challenges of the pandemic

Looking into 2021 WealthTech Views Report

2020 was one of the most turbulent years in recent history, with Covid-19 disrupting every sector in every country across the globe.

Wealth & Asset Management