Managers of Wealth Fintech

Infinity Circle signs for Zensar tech

It has the vision to simplify wealth management through innovation

Employees Are More Likely To Pretend They’re Working When Employers Track Their Productivity: Here’s Why

“If I feel like someone doesn't trust me enough to feel like I’m doing my work without monitoring through software, how do I trust them back? How do I build that physical safety?”

SEI Wins at Family Wealth Report Awards 2021

Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise

Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win

Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office

Valsoft Acquires Finartis And Enters Vertical Wealth Management

The company will continue to support and showcase its robust software solution to customers.

Hillman Capital Chooses SS&C to Service Hillman Value Fund

SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund

SS&C Technologies Partners with BRODA Ltd to Enhance Risk Calculations

SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations

Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries

The WealthTech industry has grown dramatically over the last four years.

Broadridge Reports Third Quarter Fiscal Year 2021 Results

Operating income was $397 million, an increase of $71 million, or 22%. Operating income margin increased to 11.5% from 10.3% in the prior year period.

Contemi in world's 100 Most Innovative Wealthtech Companies

The WealthTech industry has grown dramatically over the last four years as new digital services

Why it makes sense to outsource client reporting operations

One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.

Regulatory changes coming for family offices?

The core capabilities of most family offices revolve around wealth and investment management.

Valsoft Acquires Finartis and Enters the Wealth Management Vertical

Jean–Luc will remain on board with the team and ensure a smooth integration into Valsoft.

Save money by investing in digitalisation

Advocates of greater and more rapid digitalisation within wealth

Addepar Expands to Europe With New Office in Scotland

Addepar plans to have a physical office in Scotland when it is safe to do so, according to local health guidelines.

The Growth In Big Data

There is an incredible array of data available to be bought for a price.

Save money by investing in digitalisation

These are all commercial performance levers which the firm is pulling on by investing more – and more smartly – in digitalisation.

Ikigai initiates Crowdcube campaign to raise £1.2m

Ikigai, the wealth management and banking app for affluent millennials, has set up a UK public crowdfunding campaign via CrowdCube to accelerate business, their product roadmap and the tech team.

‘Agile’ Hampden & Co posts strong growth

During the year the bank raised an additional £10 million from shareholders to support continued balance sheet growth, ongoing costs and regulatory requirements.

adesso and CREALOGIX expand partnership focused on implementation of innovative banking solutions

The two firms made the decision to expand the scope of this fruitful partnership.

Wealth & Asset Management