Managers of Wealth Fintech

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.

Exclusive: Digital wealth manager Nutmeg customers surge past 100,000

This year Nutmeg upped its digital footprint becoming the first wealth manager to offer customers the ability to top up their investments using Google and Apple Pay.

Avaloq teams up with Google Cloud to develop and deliver state-of-the-art cloud solutions for banks and wealth managers

This new partnership is set to enable financial institutions to use the Avaloq Banking Suite and other Avaloq platforms on Google Cloud.

Align your clients’ values to their investments via comprehensive ESG data

Act Analytics is now helping SS&C make this type of analysis available to its customers.

Profile: Partnership with Surecomp, leading provider of global trade finance to mutually represent solutions

In response to a higher volume of finance requests, they must facilitate trade more efficiently and with greater connectivity to the broader trade finance ecosystem.

SS&C Superannuation Survey Reveals Need for New Digital Tools

Superannuation members’ wish list underscores the need for technology innovation

The race to be China's top fintech platform: Ant vs Tencent

Ant refuted the comparison with Tencent or anyone else.

Moving to a new engagement model…digital first!

The need for increased sales efficiencies and effectiveness is not/will not go away.

FCA has no target for pension guidance uptake

At the point at which a saver indicates they would need to take guidance, providers will be expected to incorporate booking an appointment with Pension Wise into the process.

Avaloq launches comprehensive ESG investment solution for banks and wealth managers

ESG investing has grown significantly over the past few years as investors, businesses, governments and a range of stakeholders look to address critical challenges such as climate change, environmental damage, social inequality and discrimination.

UBP launches a global fintech strategy

The allocation to these three alpha opportunities will also depend on the macroeconomic environment and the team’s strong convictions on specific stocks.

Profile Software's latest Axia release offers advanced onboarding and new client portal

Current times call for remote working, communication, and networking

Wealth & Asset Management