Wealth Management

Ortec Finance joins Avaloq’s Software Exchange platform

Established in 1981, Ortec Finance has become a specialist in goal-based wealth planning and financial planning solutions that can be tailored for individual markets. The firm’s OPAL product is a global market leader in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By using OPAL, customers benefit from sophisticated, fully integrated economic... more Read more »

Twenty First Capital goes live with Axia

Profile Software, an international financial solutions provider, announced today the selection of its Axia system by Twenty First Capital, an independent asset management company with operations in France, United Kingdom and Luxembourg, to automate their fund management and private portfolio management processes using a single platform. Read more »

CreditEase Founder & CEO Ning Tang Spoke about FinTech at the World Economic Forum Annual Meeting 2018

CreditEase, a Beijing-based leading financial technology conglomerate specializing in inclusive finance and wealth management, announced that its Founder and CEO, Mr Ning Tang, participated and spoke at the World Economic Forum Annual Meeting 2018 in Davos-Klosters, Switzerland.  Founded in 1971 by Professor Klaus Schwab, the World Economic Forum is a premier global platform for public-private cooperation and committed to improving the state of... more Read more »

JHC hires ex-Dion head to bolster development delivery

Wealth management fintech firm JHC Systems (JHC), has hired Ron Tomlinson as Head of Solutions Development. Formerly Global Head of Development of Wealth and Post Trade at Dion, Ron brings unrivalled experience heading up wealth management product development teams. He will report to Chief Financial Officer, Gareth Anderson. Read more »

Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., supporting independent advisor teams nationwide, today announced the addition of Modernize Wealth to its advisory platform. Based in Chandler, Ariz., the professionals at Modernize have been providing wealth management and retirement planning services for over 25 years. The advisory team at Modernize consists of John Hebert,... more Read more »

UBS and EPAM Win Best Use of IT Private Banking/Wealth Management for SmartWealth App at Banking Technology Awards

EPAM Systems, a leading global provider of digital platform engineering and software development services, and UBS AG, the world's largest wealth manager, have been awarded for Best Use of IT Private Banking/Wealth Management at the Banking Technology Awards held on December 13, 2017 in London. Now in its 18th year, the Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide, and the people... more Read more »

Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology – Excelian, Luxoft Financial Services says

Wealth & Asset Managers in Europe are closer to embracing new technologies than their sell-side counterparts because CEOs in the industry understand the importance of technology within the business, according to over 200 Information Technology (IT) executives working in the financial services sector. Read more »

CreditEase Wealth Management Awarded 2017 Best Non-Bank Private Wealth Management Institution in China by The Asian Banker

CreditEase Wealth Management ("CEWM") was named the winner of the "2017 Best Non-Bank Private Wealth Management Institution in China" in The Asian Banker's 2017 China Private Banking and Wealth Management Award Ceremony in Beijing. The Asian Banker is a leading provider of strategic intelligence on the financial services industry and this award was established in 2016 to track the rapid growth of the Chinese private banking and wealth management... more Read more »

marcus evans to Host the Digital Transformation in Wealth Management Conference on February 7-9, 2018 in New York, NY

This GFMI conference will assess best practices for creating and integration robo-advisors. Learn the practical uses of artificial intelligence and machine learning in wealth management from investment strategies to data analytics and asset allocation. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.... more Read more »

ABN Amro Reveals Digital Wealth Management Unit Prospery in Germany

As of today, retail clients in Germany can use Prospery, a new digital platform that provides a comprehensive view of their current and potential assets, actively manages their investments and offers remote personal coaching at a fixed fee.  Prospery, an initiative of ABN AMRO, is the first in Europe to offer a proposition such as this. Read more »

Kestra Private Wealth Services Recruits Experienced Financial Advisors

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment advisor subsidiary of Kestra Financial, Inc., that supports independent advisor teams nationwide, announces the addition of White Cap Wealth Management (White Cap). Based in Provo, Utah, the advisory team at White Cap Wealth Management oversees approximately $150 million in assets and is led by David Johnston, President, and KC Johnston, Chief Financial Officer. Read more »

Finantix Brings AI to Wealth Management

Finantix, an established provider of components that empower sales and advisory processes for the financial services industry, today launched Finantix AI Gears for Wealth - a collection of engines, tools and data structures that accelerate the injection of Artificial Intelligence into wealth management platforms. The new offering brings tangible benefits by automating tasks, distilling intelligence, supporting decisions and enforcing compliance... more Read more »

Roubini ThoughtLab Releases Study Outlining Digital Imperatives in the Investment Industry

Leading global research firm, Roubini ThoughtLab, released its new study today titled, Wealth and Asset Management 2022: The Path to Digital Leadership. The research, which explores how digitalization, globalization, and consumerization will reshape digital leadership in the investment industry by 2022, is informed by a survey of 1,503 investment providers from 15 countries, in-depth interviews, and rigorous cost-benefit analyses. Read more »

Wealthsimple Launches in the UK

Wealthsimple, a leading digital wealth manager, continues to make smart investing accessible and low-cost to more people with today's announcement of the company's expansion to the United Kingdom.  UK residents can now open an account and have access to diversified investment portfolios in less than five minutes on wealthsimple.com or by downloading the iOS or Android app.  Read more »

A Modular API Approach to Digital Wealth Management

It has been almost 10 years since early B2C robo advisors launched their products and since then, the market has grown exponentially. Incumbents such as Blackrock, UBS, Vanguard and Charles Schwab have entered the space with their own robo advisory models. With increase in competition, the end customer benefits from transparent and low cost investing. Read more »

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