Wealth Management

CreditEase Wealth Management receives Four Awards at the Asian Private Banker Awards for Distinction 2018 as the Biggest Chinese Institution Winner

Asian Private Banker, a renowned private bank and wealth management research house in Asia Pacific, awarded CreditEase Wealth Management the Best Wealth Manager for Digital Innovation, the Best Wealth Manager for High Net Worth Services, and the Best Wealth Manager for Alternative Advisory and Excellence Wealth Manager (China Domestic categories). Read more »

Orowealth acquires the WealthTrust platform

Orowealth, one of India's leading Direct Mutual Fund platforms, today announced that it has acquired the WealthTrust platform, including the product and all its users. Orowealth is a cutting edge investment platform with award winning advisory services. It seeks to be a one-stop solution for all your investment needs — from investing in stocks and direct mutual funds, to financial planning, goal advisory and more. Read more »

Arrow Capital goes live with Axia for their wealth management operations

Profile Software, an international financial solutions provider, announced today that Arrow Capital, an investment firm with operations in the UAE and Mauritius, has selected Axia to comprehensively accommodate their full wealth management requirements, through the platform’s advanced omni-channel functionality and reporting. Read more »

genesis partners with OpenFin to accelerate digital transformation in capital markets

genesis, the international capital markets software firm and OpenFin are pleased to announce their partnership, to provide clients with scalable and interoperable technology and desktop solutions, built and deployed at great speed. The partnership helps drive front to back office digital transformation projects across capital markets - from the server to the desktop - bringing together genesis’ ability for agile software development and OpenFin’... more Read more »

JHC Neon signs Ireland’s largest wealth manager

Wealth management fintech firm JHC Systems (JHC) has today announced that Davy Private Clients has implemented its digital portfolio monitoring tool, JHC Neon (Neon), for its Portfolio Construction Team. Neon will automatically monitor and analyse every client portfolio daily in order to assess all positions, asset allocations and risk profiles within the team’s investment models. Through the system’s unique digital dashboard, Davy will have... more Read more »

d1g1t Secures Series A Round to Fund the Growth of its Enterprise Wealth Management Platform

d1g1t Inc., the enterprise financial technology company serving the wealth management industry, announced today that it has closed its second round, Series A financing to fund the continued growth of its enterprise digital wealth management platform. Powered by advanced analytics and risk management tools, the d1g1t platform offers transparent portfolio management services to professional advisors and their individual investors. Read more »

Fusion Wealth Expands Relationship with SEI

Fusion Wealth, the bespoke platform solutions provider for wealth managers and large-scale financial planners, has extended its existing long-term relationship with SEI (NASDAQ:SEIC) through a new deal that will see the pair work together until at least 2025. Fusion Wealth first appointed the SEI Wealth PlatformSM in 2011 to provide an integrated wealth-management infrastructure for its growing client base. Since then, the business has expanded... more Read more »

Personal wealth platform launches in the UK, eyeing off 27 million households to help financial advisers attract and retain clients

A leading wealth portal, myprosperity today launched its platform in the United Kingdom, eyeing off a market opportunity of around 27 million households as it gears up to help Brits better manage their finances and provide advisers with the tools to attract and retain clients. The platform, which has experienced sizeable growth in its home market, Australia, now sees the UK as its next significant opportunity, especially given the openness of... more Read more »

Fenergo Expands into Private Banking and Wealth Management

Fenergo, the leading provider of Client Lifecycle Management solutions (CLM) and services for financial institutions, has announced its expansion into Private Banking and Wealth Management, with the creation of a new division lead by Steve D’Souza. Read more »

Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

Broadridge Financial Solutions, Inc., the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will solve a key financial services challenge by creating a modern, industry-level wealth management best-in-class technology solution. Read more »

Profile was shortlisted in 4 categories at the WealthBriefing GCC Region Awards 2018

Profile Software, an international financial solutions provider, announced today that it has been shortlisted at the WealthBriefing GCC Region Awards 2018 under the categories “Front Office Solution”, “Portfolio Management”, “Onboarding” and “Innovative Fintech Solution”. These distinctions highlight Profile’s commitment to delivering truly innovative and client-centric Wealth Management platforms that help firms accelerate their operations,... more Read more »

Avaloq highlighted in Aite report for exemplary delivery of digital advisory solution

A recent report of leading research house Aite on the digitization of the wealth management sector, Wealth Portfolio Suites Turn to Digital Advisory: Early Risers, has highlighted Avaloq in the fast-growing digital advisory market for its educational value in client communication. The impact note from Aite looks at the new generation of wealth management solutions and the impact that demand for digital advisory is having on the core... more Read more »

Profile Software at AM TECH DAY by L’Agefi as a Silver Sponsor in Paris

Profile Software, an international financial solutions provider, announced today its participation as a Silver Sponsor at the Wealth and Asset Management-focused event, “AM TECH DAY by L’Agefi”, taking place on 17 October 2018 in Paris, showcasing its pioneering and award-winning Investment Management solutions. Read more »

Profile received new distinctions for outstanding performance of its innovative and client-centric FinTech solutions

Profile Software, an international FinTech solutions provider, announced today that during the past quarter it has been recognised by internationally well-established publications and research firms for its outstanding performance in delivering robust and client-centric FinTech solutions to the modern Wealth Management and Banking sectors that offer added value to both professionals and their clients. Read more »

Apiax Unveils New RegTech Tax Product

Zurich-based RegTech startup Apiax’ new product allows banks and asset managers to factor the tax impact of financial instruments into their investment recommendations.  The product addresses key challenges in wealth management, such as the need to increase the quality and frequency of client interactions and the rising demand for tailored investment advice and new investment products. Read more »

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