Managers of Wealth Fintech

ERI Bancaire Teams Up With IBM

The new offering hosted on IBM public cloud will give private banking customers more flexibility

FIS launches Wealth Management offering

The solution is appropriate for wealth management firms, wealth divisions of banks, trust companies, custodians and brokerage firms.

Robo-Advisor: Automated Wealth Management Platform M1 Finance Raises $33 Million Series B

Barnes claims they have built the “premier personal finance platform that combines the best of digital investing, borrowing, and banking.”

Act Analytics and Black Diamond Announce ESG Technology Integration

Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from Black Diamond is automatically downloaded into ACT Analytics for ESG portfolio comparison, model

Capita Consulting partners with Finantix

The innovative and award winning Finantix Product Suite is a modular, API-driven suite of products that can be integrated with existing IT systems and deliver maximum flexibility, efficiency and scalability.

Objectway Wins XCELENT Depth of Service Award

Celent also recognised that Objectway Client Engage and Conectus Onboarding provide “a comprehensive front-to-back Client Lifecycle Management offering allowing clients to identify prospects as well as onboard, with a user-friendly UI”.

Merrill Lynch Rolls Out Advisor Workstation for the 2020s

Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.

OCBC takes complex face-to-face wealth advisory process online

The range of wealth products sold include unit trusts, bancassurance products, structured investments, bonds, and foreign exchange products.

additiv launches its KickStarter offering for DFS Wealth Management PaaS Platform

The KickStarter™ offering comes at a time when the industry needs it most.

Pandemic will accelerate digital change

Crisis brings welcome chance to promote technology without losing personal touch

Crealogix becomes a member of the OpenBankingProject.ch consortium

With its membership of the OpenBankingProject, CREALOGIX is committed to an open digital ecosystem

Intelligent outsourcing of investment operations

Having a partner that can help outsource any or all of these functions is critical to a firm’s ability to manage ongoing investment operations.

Wealth Dynamix and Azqore Extend Partnership

The partnership provides customers with fully functional front to back office workflows

SEI Launches the SEI American Funds Strategies for Independent Advisors

New Offering Brings Additional Flexibility to SEI's Customizable Investment Platform

Every Cloud: Covid-19 and the opportunity for digital transformation

In 2020, add a global pandemic into the mix, however, and technology becomes vital to their very survival

The silver lining of a crisis: defining and accelerating digital transformations

Each firm has a slightly different definition and set of projects associated with their digital transformation.

How Relationship Managers still hold the keys to wealth management success post-COVID

The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.

7QFS successfully implemented Axia

The Axia Wealth & Fund Management solution was selected, due to its ability to holistically perform mission-critical operations on the wealth, fund management and administration spectrum.

Fintech is the future of wealth management, says Altoo CEO

He’s convinced that the push for digital solutions for financial services is here to stay and that banks and fintech need to team up.

HSBC Bank Partners With RateReset to Deliver Award-Winning Digital Mortgage Solution

KNOCK KNOCK Platform Provides HSBC Customers with Speed and Simplicity

Wealth & Asset Management