Wealth Management

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 »

Moneyfarm, logo

Moneyfarm Partners with Allianz Global Investors

Moneyfarm, the digital wealth manager, has today launched a partnership with Allianz Global Investors which will provide access to an active wealth management solution at institutional cost to UK employees of Allianz companies. This follows Allianz’s strategic investment in Moneyfarm, which was announced in September 2016. Read more »

Grain reveals v2.0 of Its Wealth Management App

The wealth management startup Grain has demonstarted its 2.0 version in the iOS app store this week and it is also live on Product Hunt. Read more »

InvestCloud Introduces Accounting and Robo Capabilitie to The Wealth Management Platform

InvestCloud Inc., a global FinTech firm, has announced a new division to add further accounting and Robo capabilities to its digital wealth management platform. The creation of the InvestCloud icMAC (Modeling, Accounting & Custody) division follows the firm’s $20 million acquisition of London-based Babel Systems, announced in January 2017. Its launch completes the integration of Babel into InvestCloud, with Babel founder Steve Wise appointed... more Read more »

Merrill Lynch Wealth Management Announces Upgrades in Mobile App Technologies

Merrill Lynch Wealth Management today announced major enhancements to its mobile apps and other technologies in recognition of the growing use of mobile, social and web technologies in their clients’ personal and professional lives. The new capabilities include the ability to initiate wire transfers from mobile devices, and enhancements to existing features of its client website, MyMerrill.com™, including e-signature and My Financial Picture.... more Read more »

InvestCloud

InvestCloud joins City of Boston for family savings program

InvestCloud Inc., a global FinTech firm, has partnered on a new program with the City of Boston and Boston Mayor Martin J. Walsh to let families to create long-term savings plans for their children’s education. This partnership serves as another proof of the growing need for wealth management services.  Read more »

Profile announces the latest version of Axia

Profile Software, an international financial solutions provider, today announced the latest upgrade in Axia, the web-based wealth management and family office platform. Its functional coverage has been enriched with a number of new attributes such as instrument types, transaction types, analytics, interfaces and features to further boost the operational capability and efficiency of the organisation. Read more »

InvestCloud Grows Globally Shifting HQ to Los Angeles

InvestCloud, the leading digital platform designed specifically for investors and wealth managers, has moved its global headquarters in Los Angeles into the prestigious Pacific Design Center as it expands its operations and targets further global growth. The new location provides capacity to increase InvestCloud’s headcount to support further planned growth in 2017. In addition to extra space, the new environment has been fitted with... more Read more »

Market Gravity to Speak at Two-day London Event Exploring Digital Opportunities in Wealth and Asset Management

Join business leaders at a two-day event in London aimed at highlighting how wealth and asset managers can implement and get the best out of digital technology through agile working and innovative leadership.  Experts from some of Europe’s top investment management companies will gather to share their experiences of digital transformation and how they use data in new ways to make more intelligent decisions and expand marketing reach.  Read more »

Global Wealth Management Trends 2017

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Kymin Financial Services unveils robo-advice tool via Intelliflo’s iO

Newport-based Kymin Financial Services has launched Kymin Direct, an automated online investment service via Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP) for clients with between £1,000 and £50,000 to invest. Targeted at ISA and GIA savings, the service is competitively priced and does not involve clients interacting face-to-face with the team of advisers unless they request it. Read more »

Profile Software to showcase its solutions at Middle East Wealth Management Forum in Dubai

Profile Software, an international financial solutions provider, today announced its sponsorship of the Middle East Wealth Management Forum organized by Hubbis, taking place on the 24th of January at the Ritz Carlton, DIFC in Dubai, UAE. Profile’s executives will demonstrate the client centric and innovative platforms that address the Wealth Management industry’s requirements. Read more »

Advicent Announces Partnership With Janney Montgomery Scott

Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards. Read more »

Smartr365 unites advisers and technology for better financial decisions

Smartr365, a new technology platform designed to enable financial advisers to serve their clients quicker and more efficiently than ever before, launches nationwide later this month. Using state-of-the art bespoke technology, the Smart365 SaaS platform aims to shake up the sector by simplifying the way advisers work, through a series of real-time applications that will allow them to manage their clients’ finances more effectively.   Read more »

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