Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
- 11 months 1 week ago
- Wealth Management
Investment platform Third Financial (Third) has launched a market-leading integration with Wealth Dynamix (WDX), as it continues its campaign against fragmented technology in the wealth management and advice sector.
Accuro Goes Live with Objectway’s Investment Management Service Solution for Private Clients
- 11 months 2 weeks ago
- Wealth Management
Accuro, one of the leading wealth advisors based in Antwerp, Belgium, has selected Objectway - global TOP-100 FinTech provider of as-a-service software and service platform to banks, wealth and asset managers – as its partner to implement a new private client wealth management platform for its advisory and discretionary business. Accuro is focused on the protection, growth, and inter-generational transfer of their client’s wealth, based on a... more
PM Alpha Launches Global Distressed & Special Situations Product Blending Underlying Strategies from Apollo And Oaktree
- 11 months 4 weeks ago
- Wealth Management
Private Markets Alpha (PM Alpha), the digital marketplace for asset managers, wealth managers, advisors and distributors to access and distribute private markets investments, has launched its first regulated product – Global Distressed & Special Situations – a PM Alpha mini-blend of three underlying strategies from Apollo and Oaktree that seek to capitalise on prevalent glo
Ecospend Joins PIMFA WealthTech as Innovation Partner to Pioneer New Open Finance Solutions for the Wealth Sector
- 1 year 1 week ago
- Wealth Management
Ecospend, the UK’s leading Open Banking provider recently acquired by Trustly, has joined PIMFA WealthTech, the digital marketplace and industry network created to drive innovation and enhance collaboration between WealthTechs and wealth management firms, to provide a proof of concept “Pay-by-Bank” solution to its members.
Temenos Named a Leader in Everest Group PEAK Matrix® Evaluation for Wealth Management
- 1 year 1 week ago
- Wealth Management
Temenos today announced it has been named a Leader in Everest Group’s PEAK Matrix® evaluation of wealth management solutions, positioned the highest for vision and capability with its Temenos Wealth solution.
Gate.io Launches Gate Wealth, Offering One-Stop Wealth Management Solution
- 1 year 1 week ago
- Wealth Management
Gate.io, the world's leading crypto asset trading platform, has launched a new wealth management product called Gate Wealth. This product is designed to provide professional, comprehensive, and customized wealth management services to global crypto investment users, helping them better manage their crypto assets.
FRS Invest|Pro™ Named a WealthTech 100 Company by FinTech Global
- 1 year 2 weeks ago
- Wealth Management
Financial Risk Solutions (FRS), provider of the investment administration software InvestPro to life, annuity, and pensions companies worldwide, is proud to announce they have been selected to feature on the Fifth annual FinTech Global WealthTech100 list.
Delio Recognised in WealthTech100 for Fifth Year Running
- 1 year 2 weeks ago
- Wealth Management
Delio, the fintech that digitises the private market strategies of leading financial institutions, has been named in Fintech Global’s WealthTech100 for the fifth successive year. The prestigious list recognises the most innovative technology solutions supporting the wealth, banking and asset management sectors, and is selected by a panel of industry experts and analysts.
PureFacts Announces Acquisition of Xtiva Financial Systems, Becoming the Most Complete Revenue Management Solution for the Wealth Management Industry
- 1 year 3 weeks ago
- Wealth Management
PureFacts Financial Solutions, a leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management sector, announced today that is has acquired Xtiva Financial Systems, Inc. (Xtiva), the global leader in sales performance and incentive compensation management software for the wealth management industry.
Thailand’s Kiatnakin Phatra Securities Selects Temenos to Advance its Wealth Management Platform
- 1 year 3 weeks ago
- Wealth Management
Temenos today announced that Kiatnakin Phatra Securities Plc., one of the leading financial institutions in Thailand for wealth management, has selected Temenos to advance its service platform.
Collaboration is Critical in Transforming the UK’s Property Market – PEXA
- 1 year 1 month ago
- Wealth Management
PEXA, the fintech behind the world’s first digital property exchange platform and process, has today confirmed a range of collaborations, as it continues to grow with a focus on making the remortgage, buying and selling process better for UK consumers.
Praxent Introduces Accelerator App, Helping WealthTechs Speed Time to Market
- 1 year 1 month ago
- Wealth Management
Praxent, a fintech product agency with more than two decades of experience, has launched its Accelerator App to help wealth techs expedite time to market. The offering includes pre-built functionality that allows wealthtech providers to launch a robo-advisor with less cost and more speed.
M&G Wealth Launches a Direct Digital Investment Service Platform with Moneyfarm
- 1 year 1 month ago
- Wealth Management
Moneyfarm, a leading digital wealth management company, has launched its first-ever ‘platform’ solution in the UK for M&G Wealth, called &me. The direct-to-customer platform is part of a £44 million investment round stake from M&G Wealth. Investors can access the platform through apps for android and iOS or in a web application.
FNZ Launches Transformative Benefits Package to Drive Diversity and Support Employees Globally
- 1 year 1 month ago
- Wealth Management
FNZ, the leading global wealth management platform, is delighted to announce the launch of a transformative global family leave benefits package for all employees and new recruits.
