Managers of Wealth Fintech

Quodd and IHS Markit form wealth management partnership

The partnership with IHS Markit has been instrumental for QUODD’s bank trust, RIAs, and brokerage customers.

Singapore Robo-Advisor Expands to UAE

The company said its launch is a «natural path to expand the firm into a thriving region.

BNP Paribas Asset Management launches Investment Insights service for Alexa

Investment Insights was developed as part of BNPP AM’s broader investment in technology, aimed at enriching and automating its investment processes and client communications.

Avaloq brings data science and AI to bear on wealth management

Avaloq Insight is built on an open, modular platform that minimizes complexity by integrating data input from various sources.

SS&C Announces 2H2020 SS&C Advent Product Updates

"Our continuous release schedule allows our clients to be more proactive and better positioned to take advantage of market opportunities."

Good data housekeeping is the first step toward reliable client reporting

A single source of truth applies to a data domain

Digital wealth manager StashAway officially launched in the United Arab Emirates

StashAway co-founder and CEO Michele Ferrario said when it realised that the gap in wealth management options also exists in MENA, it was an obvious decision to expand its services, starting with earning our license in the DIFC.

Wealth tech spin-off to partner Objectway in providing innovative digital investment applications

The first solution that Objectway will offer the international market is built around everyoneINVESTED's 'Profiler', a fast and user-friendly app for creating digital investor profiles.

Are asset managers suffering from 'content overload' online?

Digital interest in the largest global asset management brands has declined according to a new analysis

FNZ to Acquire Silica from Ninety One

The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market.

SmartRIA Announces a Deeper Partnership With SS&C Technologies' Black Diamond Wealth Platform

Newly expanded relationship makes SmartRIA a preferred third-party compliance solution for Black Diamond clients

DBS to offer tailored app in its digital transformation

Singapore bank's new platform allows clients to react quickly to market changes

UBS’s Chandler: The Future Of Wealth Management Will Be Digitally Enabled But Won’t Replace Relationships

UBS financial advisors may send clients a digital survey seeking feedback.

SS&C and St. James’s Place win Best Implementation in FundTech 2020 Awards

This project involved a series of large and complex data migration and service transition events as SJP and SS&C brought substantially all activity onto SS&C’s wealth solution, Bluedoor.

WealthTech ranked as top wealth management trend on Twitter

Outside of trending wealth management themes, California-based automated investment service firm Wealthfront claimed the top spot as the most mentioned company, followed closely by The Goldman Sachs Group and Bank of America.

KBC shifts digital transformation and customer experience up a gear with ‘Differently: the Next Level’

KBC Group is today announcing its updated strategy and non-financial guidance.

The Wealth Mosaic releases its UK Wealth Technology Landscape Report 2020

Alongside a directory of 676 solution providers, the report features 20 informative articles and interviews and more than 30 featured solution provider profiles.

Swiss private bank signs with FundApps

FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face.

SS&C Signs More than 150 Clients to Eze Eclipse

Ennio Carboni to Lead Product & Engineering as SS&C Eze Continues Expansion

Cidel wins “Digital lnnovator of the Year” Award

This prize is awarded to organisations that have best harnessed technology and digital solutions in the wealth management sector in Canada over the last 12-18 months.

Wealth & Asset Management