Wealth Management

Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange

Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance. Read more »

Leading UK Wealth Manager selects Cashfac to orchestrate cash movements and real-time operational accounting.

Cashfac is delighted to announce that one of the UK’s largest wealth manager and specialist SIPP provider - trusted by thousands of investors with billions of pounds in pension and investment savings - has selected Cashfac to help drive their business transformation. Meeting the challenges of scalable business transformation Read more »

Moneyfarm uncovers the “mid-life opportunity”

Moneyfarm, the leading European digital wealth manager, today launches a campaign urging those entering their 40s and 50s to invest in their plans for later life now, after identifying a “mid-life opportunity” which could see them benefit from thousands of pounds extra income to help them realise their retirement goals. Read more »

Finantix further strengthens Asian and European capabilities with senior appointments in Singapore and the UK

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, is pleased to announce two new senior hires in Asia Pacific and Europe with Michael Gantenbein joining as Account Delivery Director in Singapore and Gareth Williams as Business Development Director in the UK. Read more »

Sterling Mutuals Selects Pascal Financial to Deliver Integrated Digital Wealth Management Platform

Pascal Financial, an emerging fintech leader with Canada’s only fully integrated, AI-powered digital wealth management platform, today announced that it has integrated its digital wealth platform with Sterling Mutuals, one of Canada’s premier independent mutual fund dealers with over $4 billion in assets under administration (AUA) and more than 300 advisors and support staff. Read more »

CREALOGIX recognised as digital wealth management innovator in 2020 Fintech Power 50 list

CREALOGIX has been announced as a member of the new 2020 cohort of the Fintech Power 50, an exclusive annual programme working with 40 of the most innovative Fintech companies and 10 of the most trusted industry thought leaders that are judged as having the biggest impact in the broad fintech ecosystem worldwide. Read more »

SwissBorg unveils its Wealth App

Since its inception in 2017, SwissBorg has been on a mission to build a wealth management ecosystem that is accessible, fair and community-centric.  Today is a huge testament to this mission, as SwissBorg announces the launch of its ‘Wealth App.’ Read more »

DBS Wealth Management expands strategic partnership with Avaloq to enhance client experience

DBS Wealth Management is the wealth management arm of DBS Bank (“DBS”), a leading financial services group in Asia. An early adopter of digital transformation and innovation, DBS has since become one of the world’s most digital-focused financial institutions. DBS is at the forefront of leveraging technology to shape the future of banking and was named ‘World’s Best Digital Bank’ by Euromoney in 2018. In the same year, its integrated all-in-one... more Read more »

d1g1t Strengthens Executive Leadership Team to Build Upon Sales Growth and Market Momentum

d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the appointment of Dr. Andrew Aziz as Executive Vice President, Business Development and Kian Rafia to the role of Managing Director, Head of U.S. Distribution. Read more »

Colu and Tel Aviv Municipality Create a Winning Program

Colu, a city app and digital wallet solution for smart cities, partnered with Tel Aviv Municipality and the Tel Aviv Foundation, aiming to develop financial tools to strengthen urban resilience, drive consumers to shop at stores cut off from traffic by the city’s train construction.     Read more »

Nucoro announces plans to target insurers with white labelled wealth management technology offering

Nucoro, the Fintech company providing bespoke white-labelled technology focused on delivering wealth management solutions to third parties, has announced it plans to start targeting the insurance sector with its offering. It says the growth of digital wealth management means it’s now easier for insurers to offer this service than ever before.   Read more »

Microgen and Touchstone Wealth Management merge to deliver technological innovation

Microgen Financial Systems and Touchstone Wealth Management, leading providers of financial services technology systems, today announced their merger, becoming the leading provider of technology to the Trust and Corporate Services market. Read more »

New Wealth Management Service Launched to Drive Sector Growth

Small players within the wealth management sector can now compete with and challenge big firms, thanks to the launch of Wealthinity.   Created to empower financial advisors, wealth managers and private banks, Wealthinity enables small to medium firms to offer customized investment solutions, service their clients faster and drive business growth, without any additional costs.   Read more »

Finzo selects JHC’s Neon to provide greater portfolio monitoring efficiency for wealth managers

Wealth management fintech firm JHC Systems (JHC) today announces that Finzo, a New Zealand-based integrated financial solutions provider, will be implementing JHC Neon (Neon). This means Finzo will be able to consolidate portfolios across all accounts to give a 360-degree view of client positions. This is JHC’s first New Zealand-based client, secured through its partnership with MyFiduciary, and represents the first FNZ platform client to... more Read more »

Refinitiv and NRI Go-live with Automated International Post-trade Brokerage Processing for Multimarket and Multi-currency Securities

Refinitiv and Nomura Research Institute, Ltd. (NRI), a leading provider of consulting services and system solutions, today announced that North American wealth management firms can now benefit from their strategic partnership announced in 2018. The partnership enables global diversification for Refinitiv’s retail and institutional clients by including automated international post-trade processing for multi-market and multi-currency securities. Read more »


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