Rathbones Live with Iress’ Xplan
- 1 week 7 hours ago
- Wealth Management
Iress today announces that Rathbones Group PLC (Rathbones) is now live on its Xplan advice software to support Rathbones' current financial planning business. Xplan will also be the financial planning platform of choice for Rathbones' upcoming integration with Investec Wealth & Investment, further enhancing the firm’s digital capabilities and enabling improved operational efficiency and client service.
Wealth Managers Grapple with Long Client Onboarding Times – Avaloq Research
- 4 weeks 1 day ago
- Wealth Management
Wealth management clients worldwide experience significant waiting times in the onboarding process according to research from Avaloq, a global leader in digital banking solutions and wealth management technology.
New Revolut Feature to Block Pickpockets and Phone Snatchers from Accessing Customer Savings Ahead of Summer Travel Season
- 2 months 5 days ago
- Wealth Management
Revolut, the global fintech with over 8 million UK customers and 40 million globally, is today introducing Wealth Protection, an extra layer of in-app identity verification, designed to prevent thieves from accessing customer savings within the Revolut app. Wealth Protection will help protect customers who have had their unlocked phone stolen, or password and face recognition compromised, and stops criminals from withdrawing customers’ hard... more
Broadridge and Kyndryl to Partner in Canadian Wealth Management
- 3 months 3 days ago
- Wealth Management
Global Fintech leader Broadridge Financial Solutions, Inc., today announced that it will acquire Kyndryl's Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms.
SC Ventures and NEXT176 to Launch a Wealth Platform That Makes Financial and Wealth Planning Accessible to All
- 4 months 1 week ago
- Wealth Management
SC Ventures, Standard Chartered’s innovation, fintech investment and ventures arm, and NEXT176, the venture building and investment arm of Old Mutual, a Pan-African financial services group, have joined forces to launch an inclusive financial wellness platform.
Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform
- 4 months 2 weeks ago
- Wealth Management
Central Bank, a progressive $20 billion regional bank headquartered in Jefferson City, Missouri, is elevating financial wellness for its consumer franchise by implementing Personetics' financial data-driven engagement platform. The AI-driven solutions infuse Central Bank's digital channels with hyper-personalized insights, advice and smart savings tailored to each customer's financial situation and goals.
FusionIQ Launches FIQ Market One, Disrupting Traditional Investment Marketplaces
- 4 months 2 weeks ago
- Wealth Management
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced the launch of its groundbreaking FIQ Market One on the FusionIQ One platform. The innovative product marks a significant shift in the wealth management industry, offering a comprehensive investment solution for investors and advisors.
HeirWealth Turns on Open Banking Technology from Envestnet®
- 4 months 4 weeks ago
- Wealth Management
HeirWealth, a Sydney-based wealth tech that is on a mission to help high net-worth families have better intergenerational conversations about money, has turned on open data technology powered by global financial aggregator Envestnet | Yodlee.
Philippines’ Metrobank Selects Temenos to Advance its Wealth Management Business
- 5 months 5 days ago
- Wealth Management
Temenos today announced that Metropolitan Bank & Trust Co. (Metrobank), one of the Philippines’ largest banks, has partnered with Temenos and Collaboration Betters the World (CBTW) to implement Temenos Wealth, strengthening the bank’s dominant position in the highly competitive wealth management industry.
Wealth Managers are Dissatisfied or Indifferent to Their Technology – Avaloq Research
- 6 months 1 week ago
- Wealth Management
The majority of wealth managers are either dissatisfied with or indifferent to their current technology systems according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
WiseAlpha Expands into the Banking and Wealth Trading Solutions Arena
- 6 months 2 weeks ago
- Wealth Management
WiseAlpha, the first company to invent fractional bonds, has announced a new wealth management portal and white-label solution, making it easier than ever for wealth managers to give clients access to fractional bonds.
2023 Spending Decoded: Klarna's Money Story Guides Smarter Budgeting
- 6 months 2 weeks ago
- Personal Finance, Wealth Management
Klarna, the AI-powered global payments network, and shopping assistant, is bringing back Money Story in the Klarna App, revealing consumers’ personal spending summaries of 2023. How did you decide to spend your hard-earned cash, and what can you learn from it for the new year? Money Story offers a snapshot of your spending patterns while inspiring new ways to budget, save, and shop smarter.
FNZ Completes Acquisition of Luxembourg-based B2B Fund Platform ifsam to Strengthen Global Proposition
- 6 months 3 weeks ago
- Wealth Management
FNZ, the global wealth management platform, has completed the acquisition of ifsam, International Fund Services & Asset Management S.A., a business-to-business (B2B) fund platform based in Luxembourg following regulatory approval. The acquisition further strengthens FNZ’s global proposition for both asset managers and distributors, adding advanced product, research, data, and service solutions to its existing end-to-end wealth management... more
Iress Xplan to Underpin Mattioli Woods’ Transformation
- 6 months 3 weeks ago
- Wealth Management
Iress has today announced it has been selected by Mattioli Woods Plc as its service and technology partner to support future growth. Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits. A phased implementation is well underway, with nine offices having migrated onto Xplan since June this year with the final office to complete in 2024.
WealthArc and ZeroLink are Transforming Wealth Management with Artificial Intelligence
- 6 months 4 weeks ago
- Artificial Intelligence, Machine Learning, Wealth Management
WealthArc, a Swiss-born global wealth data management solution provider, has partnered with ZeroLink, a pioneering company in neurosymbolic KGQA technology, to develop WealthArc AI & Analytics – a cutting-edge machine learning-powered “Chat with your data” service tailored for the wealth management space.
