Avaloq & Google Cloud to Develop and Deliver State-of-the-Art Cloud Solutions for Banks and Wealth Managers
- 4 years 2 months ago
- Wealth Management, Banking, Cloud
Google Cloud and Avaloq, a leader in digital banking solutions, today announced a new strategic partnership to help financial services organizations in their digital transformation using cloud technologies. This new partnership is set to enable financial institutions to use the Avaloq Banking Suite and other Avaloq platforms on Google Cloud.
Avaloq Launches Comprehensive ESG Investment Solution for Banks and Wealth Managers
- 4 years 2 months ago
- Wealth Management
Global fintech leader Avaloq has launched a sophisticated Environmental, Social and Governance (ESG) investment solution for banks and wealth managers that allows them to build tailored, personalized ESG-compliant portfolios for clients. The solution, launched at a time of record growth and increasing demand from clients for ESG exposure, has been designed to help financial institutions capitalize on the significant market shift towards ESG... more
Wealth-Tech Startup Winvesta Offers 3000+ US Stocks, ETFs and Bonds to Indian Investors
- 4 years 2 months ago
- Wealth Management
Overseas investments are fast gaining pace in India with increasing number of investors, especially millennial, exploring investments into US markets for portfolio diversification. In its bid to provide the Indian investors with better access to global markets, UK headquartered leading new-age wealth-tech platform, Winvesta, now enables investments in over 3000 US Stocks, ETFs and Bonds through its platform. The new additions include 900 ETFs... more
Avaloq Wins Best Transaction Processing Solution at the WealthBriefing European Awards
- 4 years 2 months ago
- Wealth Management
Avaloq has won the Best Transaction Processing Solution award at the WealthBriefing European Awards 2020. The awards programme, now in its eighth year, recognizes companies, teams and individuals at the forefront of the wealth management sector. The award is the eighth accolade or industry citation that Avaloq has garnered in 2020, having recently been named Outstanding Wealth Management Technology Implementation – Back Office partner at the... more
Investment Navigator Delivers Holistic Reg-Tech Solution for the Avaloq Wealth Platform
- 4 years 2 months ago
- RegTech, Wealth Management
Reliable information on investment restrictions, especially in the context of cross-border banking, has become a crucial factor for wealth managers in order to comply with mounting regulatory requirements. Avaloq, a global leader in digital banking solutions, is therefore integrating Investment Navigator’s advanced reg-tech (regulatory technology) offering into the newly launched Avaloq Wealth Platform.
Avaloq Signs Its First Taiwan-Based Client
- 4 years 2 months ago
- Wealth Management, Banking
The agreement will see the Taiwanese bank implement Avaloq’s market-leading wealth management software across its private banking division in Taiwan, Hong Kong and Singapore. Avaloq’s new client is one of Taiwan’s largest commercial banks with more than 150 branches throughout the country. Besides its home market, the bank also offers private banking services in Hong Kong and Singapore.
Objectway at #77 in the 2020 IDC Fintech Rankings
- 4 years 3 months ago
- Asset Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have ranked #77 on the 2020 IDC FinTech Rankings. This is the sixth consecutive year Objectway have appeared on this prestigious list. The Fortune 500-style annual ranking categorises and evaluates the top global providers of financial technology based on 2019 calendar year revenues from financial institutions.
additiv scales up with new European Headquarters in Frankfurt to support regional growth
- 4 years 3 months ago
- Wealth Management
additiv, a leading SaaS provider to the wealth management industry, today announced that it has expanded its range of operational locations to include a new Euro-pean head office in Frankfurt, Germany. With offices already established in Singapore, Dubai, Nairobi, Bucharest and headquarters in Zurich, Switzerland, the office will be primarily focused on European customers supporting additiv’s growing customer base within the region.
Avaloq Launches Engage App, Allowing Wealth Managers to Interact Seamlessly With Clients via Social Messaging Services
- 4 years 3 months ago
- Wealth Management
Avaloq, a leader in digital banking solutions, has launched the Engage app, a solution that allows wealth managers and advisers to engage with clients through social messaging channels such as WhatsApp and WeChat in a secure and compliant manner.
Tegra118 Expands Front Office Digital Solutions Powered by Finantix
- 4 years 3 months ago
- Wealth Management
Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform for advisors and asset managers. Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers.
New Finantix Report Confirms Importance of a Highly Personalised Approach to Investment and Wealth Planning Strategy
- 4 years 3 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance, and banking industries, and in collaboration with WealthBriefing, published “Together, we can make it!
Adoption of Tech in Private Markets Lags Behind Industry Trends
- 4 years 3 months ago
- Wealth Management
Wealth managers must urgently increase their use of technology in offering private market investments or they risk being left behind by their competitors in less than five years.
Rosecut Unveils New Wealth Management Tools
- 4 years 3 months ago
- Wealth Management
Rosecut, the digital financial planning partner and investment manager, today announces free new tools that give people financial insights and guidance previously accessible only by working with expensive professional wealth managers. Users can get a complete picture of their current financial situation and a projection of their future finances on the Rosecut platform.
SIX Launches Tax Efficiency Tool for Wealth and Asset Management
- 4 years 3 months ago
- Asset Management, Wealth Management, Data
SIX today launches “SIX Tax Score®”, designed to analyse the tax consequences of financial products, available to banks, wealth managers and asset managers in the form of a benchmark covering Swiss, UK and French tax jurisdictions.
Refinitiv Wealth Management brings Enhanced Scale to AssetMark’s Platform for Financial Advisors
- 4 years 3 months ago
- Wealth Management
Refinitiv today announces a new collaboration with AssetMark, a leading provider of Wealth Management and technology solutions, to bring added resource, scale and innovation to AssetMark through the Refinitiv BETA platform. The alliance further demonstrates Refinitiv’s commitment to the Wealth Management industry by supporting AssetMark’s ongoing mission to evolve its solutions and services to meet the ever-changing needs of financial advisors... more
