Refinitiv Launches Platform for Wealth Management Firms and Their ActiveTrader Customers
- 3 years 6 months ago
- Trading Systems, Wealth Management
Platform allows wealth firms to offer a superior trading ecosystem for active self-directed investors powered by detailed, timely information and insights, making for an integrated digital experience.
Tellco Selects additiv’s Platform to Support the Launch of their New Wealth Management Services
- 3 years 6 months ago
- Investment Management, Wealth Management
Tellco AG, a specialist in pension provision and wealth management services, has selectedbs Hybrid Wealth Manager solution to assist their move to offer comprehensive wealth management solutions.
Kiwi Wealth partners with German Index Engineering Company Solactive to Deliver New Global Market Benchmark
- 3 years 6 months ago
- Trading Systems, Investment, Wealth Management
As one of the Kiwi pioneers in responsible investing, major Aotearoa New Zealand asset manager Kiwi Wealth has collaboratedwith German index engineer Solactive to create a bespoke benchmark aligned with the asset manager’s own sustainability principles. This new index – the Solactive Kiwi Global Markets Screened Index – took effect on 1 June and is now utilised as the benchmark for Kiwi Wealth’s Core Global Equity Fund. The index covers the... more
Northern Trust Partners with 3D to Support Asset Managers’ Fund Distribution Oversight
- 3 years 6 months ago
- Asset Management, Wealth Management
Northern Trust has entered into an agreement with Distributor Due Diligence (3D) to support its asset manager clients with key elements of how they oversee distribution of their funds to investors. The service is named Network Monitor.
Commenting on UK GDP Data for April, Rupert Thompson, Chief Investment Officer at Kingswood
- 3 years 6 months ago
- Wealth Management, Data
Commenting on UK GDP data for April, Rupert Thompson, Chief Investment Officer at Kingswood, said: “UK GDP posted a large gain in April for the second month running, growing 2.3% m/m in line with expectations. This left GDP up a massive 27.6% up from its low point last April but still down 3.7% on its pre-pandemic level in February 2020. Today’s data confirm a rapid recovery in the UK is well underway and will fuel hopes that the economy will in... more
The Future of Wealth Management is Hyper-personalised, Objectway's Survey Report Shows
- 3 years 6 months ago
- Asset Management, Wealth Management
Highlights: - A top priority in the digital agenda - Hyper-personalisation of investment proposals is the most relevant goal - Far from a data-driven culture - Hyper personalisation is mostly useful to elevate customer experience
Wealth at Work Announces Investment from Aquiline Capital Partners
- 3 years 6 months ago
- Investment, Investment Management, Wealth Management
Wealth at Work Group Limited ("Wealth at Work"), a UK-based specialist provider of workplace financial education, guidance and regulated financial advice for individuals, is pleased to announce that it has agreed to an investment from Aquiline Capital Partners ("Aquiline"), a private investment firm based in New York and London with $6.4 billion in assets under management.
Leading Tech Analyst Comments on M&G’s Appointment of Ignition Wealth to Develop a New Hybrid Advice Proposition
- 3 years 7 months ago
- Wealth Management
Ian McKenna, founder of AdviserSoftware.com and the Financial Technology Research Centre, comments on M&G’s appointment of Ignition Wealth to develop a new hybrid advice proposition: “This morning‘s announcement about M&G committing to a hybrid digital advice proposition is a significant win, not just for the two organisations, but for the whole digital advice, advice tech and fintech sector. M&G are the company that used to be known... more
Avaloq wins European Wealth Management Transaction Processing Solution Award for Excellence
- 3 years 7 months ago
- Wealth Management, Banking, Core Banking
Avaloq has won the prestigious Transaction Processing Solution category at The Ninth Annual WealthBriefing European Awards 2021. The firm was also highly recommended in the Innovative Use of Artificial Intelligence (AI) category.
Information Hub Launched to Track Adviser Software Offerings
- 3 years 7 months ago
- Management, Wealth Management, Financial, Technical
FTRC has today launched a dedicated information hub on AdviserSoftware.com – the ultimate destination for financial advisers, wealth managers, and mortgage brokers – providing advisers with a one-stop shop of everything they need to know about the technology available to them to better run their businesses.
NiyoX Equitas Digital Savings Account On-boards 100,000 Customers in 50 Days
- 3 years 7 months ago
- Wealth Management, Banking
NiyoX – a 2-in-1 wealth plus savings account powered by India’s leading digital banking fintech Niyo – on-boards 100,000 customers in less than two months of its launch. At a time when more than 80% of the country is under lockdown-like restrictions, the relevance and need of having a digital savings account has increased exponentially. NiyoX is on track to on-board 2 million customers by FY21-22.
Kidbrooke Partners with additiv to Meet Growing Demand for Financial Health and Pension Planning Tools
- 3 years 7 months ago
- APIs, Investment, Wealth Management, SaaS
Kidbrooke, a leading provider of financial analytics APIs, confirmed today that they are making their range of holistic financial planning and analytics solutions available to additiv customers on both their Software-as-a-Service and Embedded Finance models.
Commenting on the UK Eonomy Set to Achieve the Expected 7.25% Growth Forecast in 2021
- 3 years 7 months ago
- Wealth Management
Commenting on the UK economy set to achieve the expected 7.25% growth forecast in 2021, Rupert Thompson, Chief Investment Officer at Kingswood, said: “The UK economy held up better than expected during lockdown in the first quarter. GDP posted a 1.5% drop over the quarter as a whole but encouragingly grew a larger than expected 2.1% in March as the economy started to reopen. These numbers will bolster hopes that the economy will achieve the 7.25... more
SwissBorg Accelerates Growth and Selects OpenPayd’s Banking-as-a-Service Platform in Europe
- 3 years 7 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
- 3 years 7 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.
