Managers of Wealth Fintech

Why outsourcing is front of mind for most asset managers

Asset management firms are restructuring operations to become leaner with outsourcing of several functions on the to-do list

Julius Baer awarded Outstanding Wealth Management Technology Implementation

Hosted jointly by The Digital Banker and Global Private Banker, the Global Private Banking Innovation Awards- now in its second year

Refinitiv takes next step on quest for the ‘Holy Grail’ of wealth management

Datasets like Refinitiv’s ESG scores and fund comparisons are “highly relevant” to advisors, making wealth management a natural expansion for the company, says Joe Mrak, Refinitiv’s global head of wealth management.

Envestnet Launches 2020 Advisor Summit On-Demand

Annual advisor conference is reimagined online

Fintech acquires licensee

PictureWealth also closed a $12 million late-seed funding round, comprising of private equity and debt.

Singapore robo adviser to improve wealth platform, eyes foreign expansion

Central Provident Fund members can invest all but S$20,000 (US$14,407) of savings in their ordinary accounts in any investment products under the CPFIS.

Australian Wealth Fintech Eyes Growth

The hybrid wealth manager brings together digital automation and licensed, human financial advisers to provide users with personalized actions and insights based on their financial profile.

Evooq and Indosuez's subsidiary sign partnership

Pierre Dulon, CEO of Azqore, said: ‘This partnership is aimed at offering our clients modern digital solutions that integrate perfectly with our core platform.’

Finantix further expands global footprint

New office extends Finantix access to European tech talent and growing ecosystem of fintech start-ups

Big tech expected to shake up wealth management industry

The BCG report says big tech groups, including Amazon, Google LLC and Microsoft Corp., were already building the digital infrastructure required by wealth managers. Amazon, Alibaba and some others offer financial products.

Digital wealth firm receives Hong Kong licence

It will be able to offer services to retail clients in the Special Administrative Region

Big tech expected to shake up wealth management industry

Technology groups are well positioned to offer bespoke financial products for the affluent, report finds

Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner

The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.

Corfinancial: 'Remote Working During Market Turmoil has not Affected our Clients Using Salerio'

Salerio was designed to handle unprecedented surges in trading volumes even while operating remotely.

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

SS&C will monitor, submit and correct transactional data on behalf of Mid Atlantic Capital as part of its full-service offering.

How companies can continue to stay relevant in the WealthTech market

GBST was founded back in 1983, when the financial technology sector was still embryonic

An aspiring bitcoin bank for the rich scores $5.7 million in seed round

In a sense, the firm's approach takes inspiration from private banks like First Republic Bank, which cater to wealthier folks, according to CEO Alex Leishman.

Here are the UK’s 6 leading digital wealth managers

These firms have brought a new meaning to the saying “look after the pennies and the pounds will look after themselves.”

What To Consider When Evaluating A Technology Vendor

The tools and technology that vendors are using in the administration of your activities is another area to explore in the evaluation process.

Aite Group Announces Winners of the 2020 Digital Wealth Management Impact Innovation Awards

Aite Group recognizes six innovative financial institutions leveraging best-in-class initiatives.

Wealth & Asset Management