Wealth Managers Struggle to Meet Clients’ Technology Expectations – Avaloq Research
- 3 weeks 23 hours ago
- Wealth Management
A quarter (25%) of investors globally would consider switching from wealth managers that fail to modernize and embrace new technology, according to Avaloq, a leader in digital banking solutions and wealth management technology. The new research, conducted among over 3000 investors and 300 wealth managers across Europe, Asia, and the Middle East, found that wealth management professionals are reluctant or unable to use investment advisory tools... more
Sync Savings and PayCaptain Partner to Launch Interest-Bearing Payroll Savings
- 1 month 23 hours ago
- Wealth Management
Sync Savings, a leading fintech innovator, and PayCaptain, the pioneering payroll provider, are excited to announce the launch of their interest-bearing payroll savings solution in partnership with Griffin. This unique collaboration is set to revolutionise the way employees save by integrating secure, high-yield savings directly into their pay cycle.
Rathbones Live with Iress’ Xplan
- 2 months 1 week 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
- 3 months 4 days 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
- 4 months 1 week 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
- 5 months 1 week 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
- 6 months 2 weeks 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
- 6 months 3 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
- 6 months 3 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®
- 7 months 3 days 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
- 7 months 1 week 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
- 8 months 2 weeks 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
- 8 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
- 8 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
- 8 months 4 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