Wealth Management

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 »

B21 Launches B21Life, an Interactive Community and Education App for Cryptocurrency Investors

B21, the first personal wealth manager exclusively for crypto assets, announced today the launch of its free, interactive B21Life mobile app for Android and iOS. The first app to go live from B21, B21Life educates newcomers about cryptocurrencies, the technology behind them, and the investment process. Read more »

Miles Software Enters Into Strategic Partnership With State Bank of Mauritius Group to Launch MoneyWare Across the Bank and the NBFC

Miles Software, the Global Fintech giant in the Wealth, Asset, Portfolio management and Custody business, today announced the strategic partnership with SBM Bank (Mauritius) Ltd (SBM) and SBM (NBFC) Holdings Ltd to launch their flagship technology platform, MoneyWare, across the bank and the NBFC. Read more »

Newly Approved Target-Date Retirement Funds to Become Available on Ant Fortune Platform

Ant Financial Services Group (“Ant Financial” or “the Company”) today announced that 14 newly approved target-date retirement funds will be made available on the Company’s wealth management platform, Ant Fortune.  Read more »

Merrill Lynch Wealth Management Selects FactSet as Primary Market Data provider for all Financial Advisors

 FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today announced it has been selected to be the primary market data provider for Merrill Lynch Wealth Management. Starting later this year, FactSet will deploy its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch. Read more »

B21 Partners with Flexepin to Allow Crypto Investing with Cash

With Flexepin, B21 users can fund their investing accounts without a bank account or debit card Read more »

State Street Verus is Live Now

State Street Corporation (NYSE: STT) today announced the launch of State Street VerusSM, a mobile-first application that makes connections between news coverage and investors’ holdings through the application of big data, machine learning, natural language processing and human intelligence. Verus is designed to help investment professionals in the front office gain greater insights, mitigate risk, and generate alpha. Read more »

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