SwissBorg Accelerates Growth and Selects OpenPayd’s Banking-as-a-Service Platform in Europe
- 2 years 11 months ago
- Wealth Management, Payments, e-Payments
OpenPayd, a leading global payments and banking-as-a-service (BaaS) platform for the digital economy, today announced it is working with SwissBorg, a cryptocurrency wealth management platform based on blockchain technology. OpenPayd’s platform enables SwissBorg to seamlessly embed a full suite of financial services into its user experience, driving increased processing speeds and reducing operational costs, to support further business growth.
EQ Investors Portfolios Now Risk Profiled on Dynamic Planner
- 2 years 11 months ago
- Asset Management, Investment Management, Wealth Management
Advice firms can now benefit from EQ Investors range of solutions being risk profiled on Dynamic Planner. EQ Investors (EQ) is an award-winning B Corp discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012.
ikigai Launches First UK App to Combine Digital Banking and Wealth Management
- 3 years 1 month ago
- Personal Finance, Wealth Management, Banking
ikigai, the new premium fintech bringing self-care to personal finance, has today announced its official launch in the UK.
additiv Partners with Clarity AI to Bring Sustainability Insights and Capabilities to Wealth Managers
- 3 years 1 month ago
- Artificial Intelligence, Wealth Management
additiv, a leading SaaS provider to the wealth management industry, today announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth managers sustainability insights to build smarter portfolios, provide client support and comply easily with regulation.
BITA Risk Signs Charles Stanley as First 'BITA ESG Manager' Client
- 3 years 2 months ago
- Wealth Management
BITA Risk, part of corfinancial, announces that Charles Stanley, one of the UK’s leading wealth management firms, has signed up for the BITA ESG Manager application.
New CIO At Wealthify: Promotion For Head Of Investment Strategy, David Semmens As Founder, Michelle Pearce-Burke, Focuses On Growth In COO Role
- 3 years 2 months ago
- Investment Management, Wealth Management, People Moves
Wealthify, the multi-award-winning digital investment platform, today announces the appointment of David Semmens as Chief Investment Officer (CIO). Head of Investment Strategy since 2018, Semmens has been acting as Interim CIO since June 2020.
InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses
- 3 years 2 months ago
- Wealth Management, SaaS
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute two portfolio businesses, Finantix and Tegra118, into InvestCloud, creating a global Software... more
Temenos Extends Partnership with Schroders for Wealth Front Office
- 3 years 2 months ago
- Wealth Management
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business.
additiv Enables Financial Institution IT Teams to Build Their Own End-to-end Wealth Solution
- 3 years 3 months ago
- Wealth Management, SaaS
additiv, a leading SaaS provider to the wealth management industry, today launches Wealth Solution Builder; a new approach enabling banks and other financial institutions (FIs) to create their own WealthTech end-to-end solution and client journeys on top of an established foundation.
Former J.P. Morgan Leadership Team Launches Wealth Management Platform Vestrata
- 3 years 4 months ago
- Wealth Management
Vestrata, a fintech company providing integrated investment solutions, has launched today. The business is led by one of the most experienced teams ever assembled by a start-up in this space and has completed a US$4 million investment round to bring its innovative proposition to the wealth management and private banking sector.
Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop
- 3 years 4 months ago
- Wealth Management
Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Chelmer, a pioneer wealth technology firm, today celebrated the culmination of a two-year relationship that saw the firms realize the industry’
KBC Securities Services Selects Objectway for Smart Digital Client Onboarding for Independent Wealth Managers
- 3 years 4 months ago
- Wealth Management
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios.
YouGov, TrueLayer Research Reveals 5 Payments Trends Impacting Digital Wealth Management
- 3 years 4 months ago
- Wealth Management, Payments
TrueLayer, the leading technology company building financial infrastructure that’s open to everyone, today revealed the results of its latest research, produced in association with YouGov, into the payments trends shaping the wealthtech market.
IQ-EQ’s Funds and Private Wealth Segments Recognised with Simultaneous International Award Wins
- 3 years 4 months ago
- Wealth Management
Leading global investor services group IQ-EQ has achieved simultaneous recognition for two of its core service segments, Funds and Private Wealth, with wins in both the 2020 Funds Europe Awards and Citywealth Magic Circle Awards. The Funds Europe Awards recognise outstanding contributions within the European funds community, while the Citywealth Magic Circle Awards celebrate the elite players within the global private wealth industry.
Double Win for Objectway WealthTech Suite at XCelent 2020 Awards
- 3 years 5 months ago
- Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch.
