Wealth Management

3rd Global Asset Allocation Focus 2018 will commence in Shanghai this May

3rd Global Asset Allocation Focus 2018 (hereinafter as GAAF2018) will commence on May 17th-18th in Shanghai. GAAF2018 is Organized by CDMC Finance Research Institute (hereinafter as CFRI) and CDMC Group, with the support of Beijing Wealth Management Industry Association, International Wealth Management Association, Alternative Investment Management Association, Association of Family Office in Asia and Association of Private Bankers in Greater... more Read more »

FCI Advisors digitizes client engagement with InvestCloud

InvestCloud Inc., a global FinTech firm, has announced FCI Advisors as the latest wealth manager to adopt its digital platform. FCI will use InvestCloud to digitize services and engagement for its high-net-worth and institutional clients. FCI Advisors has been using InvestCloud’s document storage apps since 2014. The wealth manager has now added new functionality from InvestCloud to give clients the ability to interact with their wealth in more... more Read more »

Kestra Private Wealth Services Leads Another Wirehouse Team to Independence

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today welcomed True Alpha Wealth Management (True Alpha) to its platform. Based in Sandusky, Ohio, True Alpha Wealth Management is operated by Brian C. Duttera, President; Elizabeth Skrinak, CFP®, Vice President; and Pat Glasgow, Wealth Management Associate. Collectively, the team... more Read more »

JHC’s Digital Wealth Management Dashboard is Now Available in App Studio via Thomson Reuters Eikon 



Following the signing of a global partnership agreement at the end of 2017, Wealth management fintech firm JHC Systems (JHC), is pleased to announce that its digital dashboard for instant 360°portfolio monitoring, risk analysis and ongoing compliance checking, JHC Neon (Neon) is now available in the Eikon App Studio.  Amer Attar, JHC’s Head of Alliances, says that Neon’s fit with Eikon is “about as perfect as could be”.  Read more »

SEI Enhances Technology for Improved Wealth Management Decision-Making

As ultra-high-net-worth individuals accumulate more assets and wealth, financial confusion and disorganization can grow. SEI (NASDAQ:SEIC) Private Wealth Management today announced expanded technological features to its client dashboard, organizing clients’ personal financial information and helping them make better wealth management decisions.   Read more »

New version of Linedata Capitalstream enhances the user interface and expands functionalities

Linedata (Euronext Paris: LIN) is pleased to announce the latest release of Linedata Capitalstream, an award winning and best-in-class lending & leasing solution. This version, available now, marks a turning point in the story of Linedata Capitalstream: it is new in its design and user benefits, and brings deeper technology changes. Read more »

MCI and Objectway Announce Exclusive Collaboration

Objectway and MCI Consultants (Pty) Ltd. (“MCI”) are pleased to announce an exclusive collaboration to offer attractive, globally recognised and best-of-breed software solutions for the Wealth, Investment and Asset Management Market in South Africa. Objectway is a TOP-100 global FinTech provider and a leader in the wealth and investment management software industry in Europe. Read more »

Intelligent Environments upgrades Interact Collect

Intelligent Environments, the software development company that provides financial services organisations with the ability to transform their digital customer experiences, todaylaunched the latest iteration of Interact® Collect – a solution that finally rewires the debt recovery and reconciliation process for the digital world. Interact Collect is a digital-first approach to consumer debt collection. Read more »

Appway Announces Regulatory Reviews for Wealth Solution

Now available worldwide, Appway designed its newest solution, Regulatory Reviews for Wealth, to comply with evolving regulations while embracing innovation. Wealth managers can use this technology to orchestrate client reviews and obtain a comprehensive overview that supports compliance expertise.  Read more »

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 »

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