Managers of Wealth Fintech

CREALOGIX to be future partner of savings banks in private banking

The requirements have now become more closely integrated and will be delivered to the customer step by step.

UBS's Stefan Lecher: «Fintech Firms Have the Cool Interfaces»

What fintech firms have is the cool interfaces – we know because we looked at them,» said Stefan Lecher

The Kalifa Review of UK FinTech

Independent report on the UK Fintech sector by Ron Kalifa OBE.

Harvey Nash / KPMG CIO Survey 2020: Asset Management

How asset managers are adjusting their IT priorities in response to COVID-19.

SS&C Intralinks Sees Continued Strength in Mergers & Acquisitions Activity through Q2 2021

We anticipate positive M&A volume across most territories through Q2 2021 and are looking at new ways in forecasting deal volume through these unique times.

Profile sponsors the Digital Integration in Wealth Management 2021

Profile and its executives will be participating in this event as Silver Sponsors to discuss how its innovative and award-winning platform for the Wealth Management industry

Front-to-Middle Office Platforms: North American Wealth Management Edition

Vendors providing the front-to-middle office platforms for these financial institutions (FIs) must deliver a solution that produces an exclusive client experience.

InvestCloud- emergent giant?

The combination will create a best-in-class digital advice platform for advisor networks and advisors, as well as manufacturers looking to offer their products.

Millennials and financial advisors: what can wealth managers learn from growing disruptive competition

By examining the value proposition of these disruptive competitors, wealth managers can learn what it is that Millennials want and how to better serve this younger generation.

Chartis Research recognizes SS&C Algorithmics Balance Sheet Risk Management

The company demonstrates that innovation is a continuous process.

SS&C drives digital transformation in retirement

One of the major responses from the industry to evolve alongside these transitions has been consolidation.

FIS Unity Wealth Management Platform Named Best Technology Platform for Family Offices at Private Asset Management Awards

Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.

Wealth management solution provider goes public via SPAC

Apex, now valued at $4.7 billion, is one of many fintechs choosing to enter the public market via SPAC.

DZ Bank picks Surecomp for trade finance digitisation

The DZ BANK team also manages international trade finance processing requests from the bank’s Hong Kong branch.

Has the pandemic accelerated digital transformation?

Many of the personal challenges people have faced this last year would have been well served by an in-person meeting

Bordier & Cie SCmA to offer cryptocurrencies to their customers* via Sygnum

Bordier clients can now securely buy, hold and trade cryptocurrencies such as Bitcoin, Ethereum, Bitcoin Cash and Tezos

Covid-19 has accelerated the digitalization of the global Wealth Management sector and this trend is expected to continue in 2021

2020 was one of the most turbulent years in recent history

Wealth & Asset Management