Managers of Wealth Fintech

BlueCrest Capital Management Transitions to SS&C for Multi-Asset Execution Management

Alternatives manager chooses SS&C Eze for reliability and support

BRI announces Three Ecosystem Strategy to Accelerate Digitalisation

The three ecosystems are market ecosystems, digital ecosystems and village ecosystems.

Nutmeg introduces Open Banking payments

Open Banking payments use banks’ APIs to initiate a transfer from one account to another.

SAP Taps Morgan Stanley, JPMorgan for Qualtrics IPO

SAP is seeking to maintain ownership of at least three quarters of Qualtrics although its plans aren’t finalized and could still change, the people said, asking not to be identified because the matter is private.

Wealth services provider Wilmer Gibson sets up new Tokyo outpost

The Tokyo location will initially accommodate nearly 42 employees, mostly new hires.

Family offices need to stay cyber-vigilant in this fast-changing world

There are two main lines of attack for cyber criminals: hacks and scams.

SS&C Technologies Earnings and Revenues Beat Estimates

The past five months has presented unique challenges, both professionally and personally

Channels don’t tell you enough about advisor business models

Asset management firms can best determine these needs by undertaking extensive collection and tracking of data from all touchpoints with an advisor.

Global internet companies: Set for a quantum leap

The Covid-19 pandemic could have a lasting impact on the way we live and interact.

SS&C Expands Services to JLL

Precision LM to support combined $115 billion loan servicing portfolio

KBC Bank Launches Smart Investment Assistant Matti from Bolero, Supported by Objectway

Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s online retail broker.

Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey

Changes in how investors and financial advisors collaborate, at first caused by Covid-19

UOBAM launches mobile robo-advisor

The Singapore-based asset manager has teamed up with FNZ Group to offer an app for retail investors to construct individual portfolios.

Digital wealth management firm StashAway raises $16 million

StashAway currently operates in Singapore and Malaysia but plans to broaden its footprint across South East Asia on the back of the new funding.

UOBAM launches mobile robo-advisor

The Singapore-based asset manager has teamed up with FNZ Group to offer an app for retail investors to construct individual portfolios.

SEI Reports Second-Quarter 2020 Financial Results

We are proud of our global workforce's resilience as they manage the extended period of a remote workplace

SS&C Announces ALPS|CoreCommodity Management CompleteCommodities® Strategy Fund Achieves Ten-Year Milestone

The Fund seeks to provide comprehensive access to global commodities and commodity equity markets

ESG and Regulation 9 There have been two major usecase developments within the BITA Wealth solution.

BITA Wealth provides automation, and pre- and post-trade checking of the key REG-9 requirements, delivering an efficient, demonstrable and auditable process across all clients

Munich-based Scalable Capital raises €50 million Series D to expand its wealth management and brokerage platform

"We established Scalable Capital to make investing easier and better through technology," says Florian Prucker, co-founder and co-CEO of Scalable Capital.

SS&C GlobeOp Forward Redemption Indicator: July notifications 2.64%

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,

Wealth & Asset Management