Managers of Wealth Fintech

WealthKernel embeds savings accounts with Griffin’s BaaS platform

Wealthtech says the accounts will allow customers to “earn interest on funds they may not yet wish to commit to longer-term investments

Broadridge Tailored Shareholder Report Solution Wins Nicsa NOVA Innovation in Operations Award

The awards recognize best-in-class initiatives, technologies and leadership in the asset and wealth management industry.

WealthKernel joins forces with Griffin to offer savings accounts

Digital investment infrastructure provider WealthKernel is partnering with Griffin to enable fintech’s and wealth managers to embed savings accounts into their services.

FCA-regulated wealth manager Diagram Capital taps Muinmos’ KYC/AML solution

The Muinmos platform provides a sophisticated solution that empowers firms to automate and accelerate their KYC and KYP processes.

Objectway in the Top100 of sustainable ICT

Social impact and quality of innovation make the difference

Wealth Management Startups See Funding Rise

There’s nothing terrible about this sort of asset assortment.

Avaloq and Quadient team up to transform client communications

Financial services technology provider Avaloq integrates Quadient Inspire to enhance customer communication management.

MUFG to buy robo-advisor for $664m

Mitsubishi UFJ Financial Group (MUFG) says it will pay $664 million to take 100% ownership of robo-advisor WealthNavi.

Client experience – trends and developments

Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting

Manzil Wealth introduces new halal wealth management platform in Canada

Manzil Wealth concluded its statement by inviting financial advisors from across Canada to join its platform.

SimCorp extends partnership with Deutsche Bank in Asia Pacific

This renewal will allow Deutsche Bank to keep providing fund administration and accounting services using SimCorp One.

Objectway: Growing Demand for As a Service Models

In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.

Front Street Capital Management Selects SEI for Custody and Advisor Technology

Integrated Custody and Technology Solution Powers Connected Experience and Business Growth

Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services

With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.

Wealth Management Software Market Report 2025-2030 - The Portfolio, Accounting, & Trading Management Segment Dominated the Market in 2024

The widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the growth of the market.

Wealth & Asset Management