Wealth Management

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 »

Dolfin Selects Profile Software To Enable Fully Automated Operational Environment

Today Profile Software, an international financial solutions provider, revealed that Dolfin, a London-based investment firm, is managing its asset management operation with Profile’s award-winning platform, enabling a fully automated operational environment.  Read more »

Ullink Enhances Buy-Side Capital Markets Connectivity with Valemobi in Brazil

Ullink, the global leading provider of connectivity and electronic trading solutions, is delighted to unveil a partnership with Valemobi, a supplier of technology to the capital markets industry based out of Brazil, to provide turnkey solutions for clients of its Asset and Wealth Management solutions. Read more »

Gender Pay Gap Prevents Women From Investing in Their Future

More than half of British women who don’t have any financial investments are not investing due to a lack of disposable income, according to new research commissioned by digital wealth manager Moneyfarm. Data from the YouGov survey shows that over half of women without financial investments (53%) in Britain cite a lack of funds as the most common barrier to investing. In fact, almost one in four (24%) say they do not have any disposable income in... more Read more »

BinckBank Unveils Digital Wealth Management

BinckBank introduces the automated discretionary management service Binck Forward. With this brand new service, BinckBank adds a low minimum initial investment management solution to its suite. Binck Forward is particularly suitable for customers who want to invest, but do not want to manage their own portfolio on a daily basis. Read more »

Standard Chartered Introduces Digital Wealth Advisory Tool

Standard Chartered Private Banking has introduced ADVICE, a digital wealth advisory tool for its relationship managers (RMs) that integrates the Private Bank’s entire suite of house views and investment recommendations with Thomson Reuters’ real-time market information. Read more »

XM Wins Award as Best Forex Service Provider 2017

XM Group (Trading Point Group), a leading Forex and CFD broker and the official trading partner of the Fastest Man in the World "Usain Bolt", has been recognized as Best Forex Service Provider for 2017 during the City of London Wealth and Management Awards which were hosted on the 30th of March at The Guildhall in the City of London. The City of London Wealth and Management Awards are hosted once a year and the winners of each category are... more Read more »

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