Managers of Wealth Fintech

TSB partners with robo-adviser Wealthify

Wealthify, which is backed by Aviva, has seen an 85 per cent growth over the year in client numbers, now boasting more than 30,000 active customers.

Trust strikes it rich with Ant Group

It bought nearly 44.6 million shares at $5.61 a share in a move that made the ecommerce group one of the biggest positions in its portfolio, which is currently worth just under £14.9 billion.

UK-France-based fintech raises £2m

When the mobile app launches users will be able to buy equity tokens directly in the app, allowing them to become shareholders in their own bank.

Banks roll out robots as pandemic shakes up IT plans

“Bots allowed us to process a much higher volume of applications than we would have been able to do before. It meant the timelines didn’t get longer with the massive volume,” said Simon McNamara

Broadridge Reports First Quarter Fiscal Year 2021 Results

Recurring fee revenues increased 8% to $671 million from $623 million.

SS&C Technologies Releases Third Quarter 2020 Earnings Results

Q3 2020 GAAP revenue $1,152.8 million, up 0.8%, Fully Diluted GAAP Earnings Per Share $0.60, up 66.7% Adjusted revenue $1,156.2 million, up 0.5%, Adjusted Diluted Earnings Per Share $1.10, up 18.3%

HUB24 to acquire Xplore Wealth, sell Paragem

Platform provider HUB24 has moved to acquire Xplore Wealth and sell Paragem.

Avaloq pairs with Investment Navigator for wealthtech compliance

The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.

This is Goldman’s bet to break into a $32 billion industry serving the world’s biggest corporations

The approach, dubbed banking-as-a-service, is inspired by what Amazon has accomplished with its cloud business.

Banks roll out robots as pandemic shakes up IT plans

It is a pattern that has played out across banks globally, where technology changes that would usually take months were done in a matter of days.

Robo-advisors broaden sway amid pandemic

Singapore seeing steady shift to digital wealth management solutions

UBS to Invest $200M in Fintech Firms

Already, “several direct investments are in evaluation” by UBS, it said, but didn’t name any of the firms it set its sights on.

UBS teams up with VC firm and launches CHF 180m fintech portfolio

UBS Next will invest directly into early-stage fintechs and other tech firms.

Brooks Macdonald announces strategic partnership with SS&C

This partnership is the next step in delivering Brooks Macdonald’s vision as the leading investment manager for intermediaries, providing best-in-class adviser experience and client service through technology and innovation.

Bravura Signs Long-Term Contract with Aware Super

Aware Super is implementing an integrated ecosystem of Bravura products

SEI Enhances Archway Platform through Strategic Partnership

Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency

Embracing the new reality. A Bank’s perspective by Nikos Karelos, Profile Software

The “new normal”, however, leads Banks to behave more like FinTechs.

Digital Transformation: A Key Enabler For Wealth Management Firms In Post-Pandemic Times

CEO of Incedo, a Bay Area-headquartered consulting, analytics and technology services firm.

Gartner Says Finance Leaders Who Avoid Four Cost Management Mistakes Will Help Their Organizations Emerge Stronger From the COVID-19 Crisis

Business leaders are under pressure to go digital and find growth, while reducing expenses and are likely to make decisions that will jeopardize their organization’s recovery

BITA Risk wins the most innovative client solution

BITA Risk now brings practical ESG (Environmental, Social and Governance) management to the desktop for wealth managers.

Wealth & Asset Management