Managers of Wealth Fintech

SEI Reports First-Quarter 2021 Financial Results

Our long-term success is built on a strong foundation of advancing our suite of solutions

Banks enhance UX by accelerating investment in digital technologies

Industry analysts predict the pandemic will only help these new, digital trends become a reality faster.

FNZ Told For A Secod Time To Undo GBST Acquisition

Its other offerings serve wealth managers, retail brokers, custodians, and margin lenders, officials say.

Temenos Announces a Strong Start to the Year With Q1-21 Total Bookings up 105% Giving Confidence in Delivering FY-21

Total Bookings growth of 105% SaaS ACV growth of 130% Total Software Licensing growth of 26% EBIT growth of 31% FCF growth of 28%

London-based wealthtech Bite Investments bags funding for its alternative investment platform

“It is a testimony to how the financial industry and investor community are gravitating toward alternative investment opportunities, as well as digitalisation and its transformative value.”

Contemi Solutions Joins Managing General Agents’ Association to Empower MGAS with its Digital Capabilities

As the MGAs prepare to respond to the new market demands and opportunities, they are challenged with the limitations of their existing processes, legacy systems, and high costs.

3 WealthTech companies transforming the European financial market

The startup was founded in 2018 in Leuven by an experienced team of bankers, computer scientists and product designers.

Asia strategy intact as digital push intensifies

Deutsche Bank’s new global head of securities services, Paul Maley, shares his thoughts on building Asia and the promise of digital in disrupting the custody business in an exclusive interview with The Asset

Ikigai chooses WealthKernel as custodian

WealthKernel works alongside ikigai’s other API financial partners, such as Railsbank, so that ikigai can focus on delivering best-in-class, premium products and services to its clients.

Julius Baer Rolls Out Digital Advisor in Asia

The platform will also blend machine learning algorithms, according to the bank – an upgrade from previous systems.

Marstone and Detalus Advisors Partner to Bring Digital Wealth Management to Customers Representing Over $1.6 Billion in Assets under Management and Advisement

To attract and retain digitally-native consumers, Detalus taps Marstone to ensure financial wellness can be easily accessed and managed from a single platform

Don’t Call It A Fad - Behavioral Finance Is The Future Of FinTech

Eric Clarke, Founder & CEO at Orion looks at the intersection of FinTech and behavioral finance and how it’s evolving the advisor-client journey

Mitsubishi UFJ Financial unveils wealth platform

InvestCloud Wealth Platform supports MUMSS to accelerate its digital transformation and goal-based management features to boost team productivity and better serve investors

Objectway Listed In March 2021 Gartner Intergrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption Report

WealthTech Suite fulfils today’s need for advisor desktop, being ready for tomorrow’s broader digital ecosystem

Wealth & Asset Management