UnionBank Partners with Avaloq to Transform its Wealth Management Platform
- 2 years 3 months ago
- Wealth Management
UnionBank continues the digital transformation of its wealth management business with the Avaloq Core Platform. This will help the bank to stay ahead of the technology curve as the financial industry continues to digitalize in the pursuit of greater efficiency and innovation.
Substantive Research Publishes Buy-side Reaction to SEC MiFID II No-Action Letter Expiry
- 2 years 3 months ago
- Asset Management
Substantive Research, the research discovery and research spend analytics provider for the buy-side, today published the results of its latest asset management survey into the anticipated impact of the SEC allowing their MiFID II No-Action letter to expire in July 2023, putting at risk over $100m of annual research payments.
Kingswood Continues Recruitment Drive with Two New Financial Adviser Hires
- 2 years 3 months ago
- Wealth Management
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, is pleased to announce the appointment of Jade Rose and Max Sullivan as financial advisers, based at the firm’s London and Kent offices respectively.
The Neat Company Is The Only Small Business Financial Management Platform to Offer Free ACH/Bank Transfers
- 2 years 3 months ago
- Management
The Neat Company is the only small business financial management platform to offer inbound ACH/bank transfers at no additional cost. By eliminating the standard 1% ACH transaction fee, a subscription for Neat’s all-in-one financial management platform, which offers bookkeeping, invoicing, and financial document management, essentially becomes free to any small business that has $29,000 of invoices paid via bank transfer each year.
Scalable Capital Surpasses €10 Billion in Client Assets
- 2 years 3 months ago
- Asset Management
Scalable Capital has exceeded the ten-billion-euro mark in client assets. Within one year, the company has more than doubled client assets. With more than 600,000 clients on its platform, Scalable Capital is one of the leading digital investment platforms in Europe and one of the fastest-growing European FinTechs.
Fintech Butn Starts 2023 Financial Year with a Bang
- 2 years 3 months ago
- Fund Management
ASX-listed fintech Butn has delivered a record origination month in July 2022 of $31.5 million, up 58% on pcp, to provide a strong start to the 2023 financial year. This follows consecutive record origination months in April, May and June 2022, as momentum in the business accelerates.
Abrdn Buys Stake in Digital Assets Exchange Archax
- 2 years 3 months ago
- Asset Management
British asset manager abrdn has bought a stake in digital assets exchange Archax, amid a wider push by investors into crypto-assets despite a recent plunge in value. The stake, acquired for an undisclosed sum, gives abrdn a seat on the board at Archax and makes the asset manager its largest external shareholder, an abrdn spokesperson said.
Motive Partners Completes Sale of Global Shares to J.P. Morgan
- 2 years 3 months ago
- Management
Motive Partners ("Motive"), a specialist private equity firm focused on growth equity and buyout investments in software and information services companies that serve the financial services industry ("financial technology"), has received the necessary regulatory approvals and completed the sale of Global Shares to J.P. Morgan. Motive invested in Global Shares in August 2018, acquiring a ~40% stake in the business.
Fintech App Dinero Encourages Young Indians to Build Wealth; Launches its Beta App on Google Play Store
- 2 years 3 months ago
- Wealth Management
Dinero, India's first rewards-on-investment platform, aimed at young Indians, announced the launch of its beta version of its app today. The app is exclusively available on Google Play Store.
UK Wealth Managers Have Enormous Potential to Offer Crypto Services Following Recent Market Turmoil
- 2 years 3 months ago
- Asset Management
There is massive potential for wealth managers to offer crypto investing, according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Legado Acquires Consumer and B2B Bill Management Technology From WonderBill
- 2 years 3 months ago
- Management
Open document and data platform specialist Legado has acquired the consumer and B2B bill management technology from WonderBill. Launched in 2016, London-based WonderBill allowed consumers to manage all their household bills and subscriptions.
Revnue Launches Contract Authoring and Negotiation Capabilities to Complete its Contract Lifecycle Management Platform
- 2 years 4 months ago
- Management
Revnue announced this week the launch of its Pre-Signature feature that empowers organizations to author, execute, and manage contracts within a single, unified platform.
Vertex Research Finds 83% of Surveyed IT Decision Makers are Interested in Edge for Tax
- 2 years 4 months ago
- Management
Vertex, Inc., a global provider of tax technology solutions, released today Forrester Consulting’s The Cutting Edge of Tax research study, commissioned by Vertex.
Sage Added to HMRC-approved Provider List for Making Tax Digital
- 2 years 4 months ago
- Management
Sage, the leader in accounting, financial, HR, and payroll technology for small and mid-sized businesses, is now an approved provider on HMRC’s official list of software compatible with Making Tax Digital for Income Tax Self-A
TrueLayer and WealthOS Partner to Bring In-app Payments to Wealth Management Products
- 2 years 4 months ago
- Wealth Management
TrueLayer, Europe’s leading open banking platform, today announces its partnership with WealthOS, the innovative SaaS platform that accelerates digital adoption and innovation for wealth managers.
