PIMFA Wealth Tech and Morningstar Announce Results of Tech Sprint Ahead of New Programme of Industry Tech Challenges
- 1 year 3 months ago
- Wealth Management
PIMFA WealthTech, the FinTech platform and digital market network created to drive innovation and enhance collaboration between FinTechs and the Wealth Management sector, in association with Morningstar, have announced the results of their first collaboration. Morningstar and PIMFA’s tech sprint – ‘the Duty of Care Tech Challenge’ - was designed to challenge FinTechs to develop solutions to help Wealth Management Firms and Advisers navigate the... more
Allfunds Signs a Strategic Agreement with BCC Iccrea Group to Acquire the Local Paying Agent Business of Iccrea Banca
- 1 year 4 months ago
- Wealth Management
Allfunds Group plc (“Allfunds” or “the Company”), one of the world’s leading B2B WealthTech platforms for the fund industry, offering fully integrated solutions for both fund houses and distributors, and Iccrea Banca have signed today a Memorandum of Understanding by which Allfunds will acquire Iccrea Banca’s local paying agent business (Banca Corrispondente e Banca Agente), with a related exclusivity agreement.
Prelios Partners with Mia-Platform in Accelerating the Delivery of New Digital Property Valuation Services
- 1 year 5 months ago
- Wealth Management
Prelios, a leading alternative asset management specialist, has announced a new partnership with end-to-end platform builder Mia-Platform to accelerate the delivery of specialist tools for digitised real estate valuations.
Wealth Access Named a Finalist for the WealthManagement.com 2023 Industry Awards in Four Categories
- 1 year 6 months ago
- Wealth Management
Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the“Wealthies”) for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and Document Management.
Unblu and Objectway Partner to Enhance Digital Customer Experience for Wealth Firms
- 1 year 6 months ago
- Wealth Management
Unblu, a leading Conversational Engagement Platform, and Objectway, a top 100 global provider of as-a-service software and services for financial institutions, have announced a strategic partnership to enable wealth and investment firms to build more successful, effective and profitable client relationships.
Blackrock and Avaloq Unveil Strategic Partnership to Provide Integrated Technology Solutions, Meeting Evolving Needs of Wealth Managers
- 1 year 6 months ago
- Wealth Management
Avaloq, a subsidiary of NEC Corporation, and BlackRock, through its Aladdin Wealth business, have formed a strategic partnership aimed at enhancing their investment technology solutions for wealth managers and private banks. As part of the strategic partnership, BlackRock is making a minority investment in Avaloq.
PureFacts to Help Power BNY Mellon Pershing X’s Wealth Management Platform Wove for Advisors
- 1 year 6 months ago
- Wealth Management
PureFacts Financial Solutions, a leader in revenue management solutions for the investment management industry, today announced that its fee and billing calculation engine will be added to the Wove wealth management platform of Pershing X, a technology provider and new business unit of BNY Mellon.
WealthForce.AI Powered by eMACH.ai Wins Big at WealthBriefingAsia Awards 2023
- 1 year 6 months ago
- Wealth Management
IntellectAI, the WealthTech and Insurtech of Intellect Design Arena driven by advanced AI-led solutions, has been chosen as the winner in the "Artificial Intelligence (AI) Application (Pan-Asia)" category at the 11th Annual WealthBriefingAsia Awards 2023. The annual WealthbriefingAsia Awards program recognises the outstanding organisations in Asia Pacific and India, which an elite panel of independent judges deemed to have ‘demonstrated... more
End-to-End, Third-Party Operating Models Deployed by Wealth and Asset Managers Are Transforming the Industry
- 1 year 6 months ago
- Wealth Management
After a long period of consistent profitability, the wealth and asset management sector is facing rising costs, shrinking margins, and intensifying consumer demands. Firms are looking for ways to accelerate their digital transformations, bring more of what their clients want to the table, and bolster assets under management—all in the most cost-efficient way.
SEI Extends Long-term Relationship with Verso
- 1 year 7 months ago
- Wealth Management
SEI® today announced that it has extended its strategic partnership until December 2027 with Verso Wealth Management (Verso), an independent financial advisor (IFA) consolidator focused on building a market-leading national wealth management group. Verso will continue to benefit from the modern, integrated wealth management infrastructure of the SEI Wealth PlatformSM, helping Verso achieve its goals of business scale and growth.
Tactive Advisors Selects FamilyWealth™ Platform
- 1 year 7 months ago
- Wealth Management
FinTech Automation (“FTA”) announced today that Tactive Advisors has licensed FTA’s UniFi core banking and WealthTech applications that will be used as the technology infrastructure for the Tactive WealthTech Platform.
Innovation in Wealth Management Summit
- 1 year 7 months ago
- Wealth Management
Professional Wealth Management, a publication of the Financial Times, will be hosting the Innovation in Wealth Management Summit on 8 June 2023, at Glaziers Hall in London. The Summit will discuss the need for digital literacy among wealth managers, investors and technology experts. Topics will include emerging technologies, from crypto and cleantech to machine learning.
Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
- 1 year 7 months 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
- 1 year 7 months 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
