Wealth Management

Sharpfin Turns to the Investdor Crowd for New Funding Round

Sharpfin AB, a Stockholm-based company developing the next generation of wealth management software, partners with leading Nordic equity crowdfunding platform Invesdor to raise funding. The finance industry is riddled with high maintenance legacy IT systems and processes. Increased regulation is creating demand for specialized, flexible systems with lower maintenance costs. Sharpfin, a Swedish company, is tackling the issue of legacy systems in... more Read more »

Australia's ClearView Selects Iress Prime for Scaled Advice

IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution. XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time, by leveraging the advice capabilities of the XPLAN platform.  Read more »

JHC Launches Risk Analytics Tool for Wealth Managers

Wealth management fintech firm, JHC Systems (JHC) has today announced the launch of its digital risk analytics tool available through JHC Neon (Neon).  This is the first time that wealth managers and private bankers will be able to access detailed and timely risk data on-the-go, empowering them to make informed investment decisions. Delivered through JHC’s secure private cloud technology, the tool will be available 24/7 across all devices.  Read more »

Dinosaur Merchant Bank Taps InvestCloud Digital Platform for Wealth Management

InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers. The Bank will be using InvestCloud’s flagship client portal solution, Blue. Read more »

Ping An leverages FinTech to Follow the "One Belt, One Road" Initiative: Lu International Platform Goes Live in Singapore

Ping An Group announced in Singapore that the Monetary Authority of Singapore (MAS) has granted an in-principle approval of the Capital Markets Services (CMS) license to Lu International (Singapore) Financial Asset Exchange Pte. Ltd. ("Lu International"). Lu International has opened in Singapore and will go live in Q3, 2017. Following the Chinese government's "One Belt, One Road" strategy, Lu International is China's first FinTech company in ... more Read more »

Allfunds Unveils API

Allfunds is boosting the capacity of the wealth management industry to engage in the digital ‘fintech’ revolution by launching an API* Platform to over 550 leading financial institutions. The move unleashes the potential for Allfunds’ wealth management clients to generate new revenue streams by developing innovative mobile applications (‘apps’), and other cutting edge digital services, to boost the customer experience. Read more »

Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform. Apex’s offering will allow FinTech startups and financial institutions alike to quickly take to market differentiated and personalized digital advisory services, using a fully featured, hyper-modular technology platform, with integrated, API-... more Read more »

JHC Systems Strengthens Sales Team with an Eye to Strategic Growth

Wealth management software firm, JHC Systems (JHC), has doubled its sales team in response to increasing demand for specialist financial technology in the UK and international markets. Leading the team is Edward Lopez, who joined JHC just over a year ago as Chief Revenue Officer. Other key appointments to the team include Noel Montaigue, Swati Barve and Jane Boorman.  Read more »

Asiamoney: CreditEase Wealth Management Named Best Wealth Management Firm of the Year

CreditEase Wealth Management was named "Best Wealth Management Firm of the Year" in the inaugural China Independent Wealth Management category, by Asiamoney. This award is the second global recognition within half a year for CreditEase Wealth Management, after receiving the Asian Banker's award for "Best Non-Bank Private Wealth Product" in December 2016. Read more »

Appway Wins Private Banker International’s 2017 Award for Outstanding Wealth Management Technology Provider – Middle Office

Appway was awarded “Outstanding Wealth Management Technology Provider – Middle Office” for the very first time at the 4th annual Private Banker International Awards. The prestigious event, held on June 8 at the Waldorf Hilton in London, awards accolades to those that demonstrate innovation and distinction among their peers in private banking.  Read more »

BlueRock Wealth Management Offers Digital Safekeeping with FutureVault

BlueRock Wealth Management Inc., a trusted wealth management firm that provides personalized financial advice and services, has announced that it is offering FutureVault’s Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to its executive and high-net-worth clients. Read more »

Axia: Advisory service capabilities enhanced, MiFID II-ready

Profile Software, an international financial solutions provider, today announced the enrichment of Axia, its leading web-based platform for wealth management across all service lines, with new advisory service capabilities in light of the forthcoming MiFID II regulation. Read more »

SoFi Wealth Brings the Best of High-Tech and Human Guidance to Online Investing

SoFi announced the general availability of SoFi Wealth, the first low-cost online wealth management platform to combine an easy-to-use online and mobile interface with unlimited access to live, licensed financial advisors, giving people the guidance they need to understand, define, and then work toward achieving their investing goals. Features of SoFi Wealth include: Read more »

InvestCloud and Private Client Resources Team Up to Deliver Total Wealth Aggregation Services

InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution. This solution combines the firms’ existing... more Read more »

Maseco Private Wealth Partners with InvestCloud

InvestCloud Inc., a global FinTech firm, has been appointed by MASECO Private Wealth to provide client and advisor portals to its clients in the UK and the US. InvestCloud will deliver comprehensive client communication and reporting capabilities, including the automation and consolidation of client reports online. Read more »

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