Managers of Wealth Fintech

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.

Qatar, UAE, Iran and Egypt making big strides in digital inclusion

Qatar, the UAE and Egypt are among the top five most improved countries when it comes to digital inclusion between 2017 and 2020 – each having jumped eight spots on the Roland Berger ranking.

Northern Trust partners Two Sigma to provide quantitative analytics tech to clients

The Two Sigma relationship already supports a number of mutual clients and is an extension of Northern Trust Whole Office

Contemi Solutions Q&A: Investment Management Firm Surviving the Pandemic to Thriving and Transforming

The discussion was a candid exchange of ideas and opinions covering a wide range of topics including how wealth management firms are responding to the pandemic

Objectway recognised by Celent among the leaders in Wealth Management Solutions in North America

Objectway WealthTech Suite Commended For Completeness And Usability

Open Finance - a game changer for wealth?

We’re already seeing signs of challengers entering the wealth space

Wealth Management: Winning transformation strategies for a decade of major change

Swiss Financial Services in 2030

Moscow-based ATON selected Axia to automate and digitilise their wealth management services

Taking portfolio management activities to the next level

The communication habits of successful remote teams

Researchers suggest communicating in ‘bursts’.

MoneyLion Unlocks the Exclusivity of a Private Banking Experience for All with Acquisition of Wealth Technologies Inc.

Data-driven, digital financial platform utilizes AI and predictive analytics to bring institutional quality, personalized short- and long-term advice to hardworking Americans

WIPRO to Acquire CAPCO

Wipro to be one of the largest providers of integrated, end-to-end consulting, digital, cloud and IT transformation services at scale

AssetMark to acquire Voyant

AssetMark will acquire Voyant for $145 million in a cash and stock transaction.

Wealth & Asset Management