Managers of Wealth Fintech

3K Investment Partners selected Axia to advance its Fund & Asset Management operations

3K Investment Partners is an independent mutual fund management firm that offers a wide range of mutual funds and tailor-made investment solutions

Value for today’s wealth managers via comprehensive cloud-based solution

Now is a convenient time for wealth managers to explore ways to enhance the comprehensiveness of their platforms.

SS&C Announces 1H2020 SS&C Advent Product Updates

Client feedback has been instrumental in driving development across our solutions, resulting in a robust set of enhancements,” said Karen Geiger

SS&C debuts at #580 on Fortune 1000 2020 list

SS&C’s financial highlights include GAAP revenue of $4,632.9 million, increasing 35.4 percent from $3,421.1 million in 2018. Fortune ranked companies by total revenue over the previous fiscal year.

SIX launches data platform, CS and UBS join

SIX will initially offer two solutions, one allowing third-party providers to obtain detailed account and transaction information from banks for their customers

HSBC, Citi speed up digital push

"There will be a longer-term impact on their balance sheets.”

5 things we’ve learned about remotely onboarding new employees

Technology has allowed most people at Octopus to carry on doing their jobs with minimal disruption.

Citco makes strategic partnership with Financial Recovery Technologies

Partnerships such as this allow Citco to further its offering by finding new avenues of utility for the client portfolio data it already collects and processes, instead of isolating it for single-use.

Econopolis unveils digital wealth management service

Twain is a digital platform for discretionary wealth management which sets out from the investor’s personality and needs.

Adhesion Wealth Launches Customer-Centric Website

Redesigned Homepage Provides Information & Resources for RIAs Changing Platforms, RIAs Rethinking Outsourcing, Advisors Seeking Independence & Asset Managers

Customer experience & Omnichannel Transformation in uncertain times

In these uncertain times it is vital to function proactively and explore new ways to drive multichannel engagement, while at the same time offer personalised and reliable communication.

iCapital Network acquires Artivest

Under the terms of the agreement, iCapital will purchase the majority of Artivest’s assets, including all technology and its operating platform.

3 Ways to Stabilise your Wealth Management Business by Delving into Data

The urgency to act is now far greater, as business continuity could depend upon it.

Global advisory giant to launch major digital finance operation in Dubai

Mr Green comments: “The world has changed forever in the last few months, the market has changed and client expectations have changed.

Brinker Capital to implement BlackRock's Aladdin Wealth Platform

This success is due in part to the team’s expansion, customized portfolio management, ancillary services provided by leading industry partners, and enhancements to Brinker Capital’s advisor and end-investor platform, One Wealth Life.

FAB Switzerland renews its long-term contract with Avaloq

For Avaloq, this is the second deal closed with a Geneva-based private banking institution in 2020.

Capita Partners with Wealth Dynamix

The Capita Consulting team brings vast expertise to wealth and asset management firms looking to harness the power of digital, data-driven technology solutions.

Open finance – assessing the fintech future

By extending the principles of open banking to open finance we could deliver transformational benefits and improve financial awareness among consumers

UBS plans to launch digital wealth platform in China, report says

Koh told the South China Morning Post that after its launch in China, where UBS is targeting the growing middle class, the new platform could be launched globally.

Go on the attack while the challengers get weak

Consolidation gives well-funded market leaders the opportunity to finally occupy the fintechs’ not-so-new space, and to secure market share with young and increasingly with older clients who fall well into the “over 50s” segment.

Wealth & Asset Management