Brewin Dolphin launches ‘MyBrewin’ client app on Apple & Android stores
- 5 years 3 months ago
- Wealth Management
Brewin Dolphin, one of the UK’s leading wealth managers, has launched it’s ‘MyBrewin app’. This new app is an extension of the current MyBrewin online client portal. The client app has been made available both on the iPhone and Apple Watch and Android-based devices, and will provide Brewin Dolphin clients with instant access to current information about their portfolios, asset allocation and performance.
Dolfin Appointed Richard Webb as Head of Technology
- 5 years 4 months ago
- Wealth Management
Dolfin, an independent and agile wealth management platform, has appointed Richard Webb as Head of Technology. In the newly created role, Webb will oversee Dolfin’s technology and infrastructure strategy and lead the development of its digital wealth management offering.
JHC announces Neon partnership with Optiva Securities
- 5 years 5 months ago
- Trading Systems, Management, Wealth Management
Wealth management fintech firm, JHC Systems (JHC) has today announced that Optiva Securities is implementing JHC Neon (Neon) in a drive to increase control and transparency. The deal follows JHC’s recently announced partnership which makes Neon available for clients of Jarvis Investment Management (Jarvis).
FIS Powers Payment Services for Australia’s All-Digital Volt Bank
- 5 years 5 months ago
- Asset Management, Investment Management, Wealth Management, Payments, Banking
Volt Bank, the first of a wave of new digital providers to be granted a banking license in Australia, has chosen technology and services from FIS (NYSE: FIS) to power its mobile and card payment services. FIS, a leader in financial services technology, will provide Volt Bank with processing services for its credit card and mobile payments products. FIS will also provide solutions for risk and compliance management as well as treasury management.
Finantix targets Japanese and South Korean markets as it establishes Tokyo-based team
- 5 years 5 months ago
- Investment Management, Wealth Management, Private Banking
Finantix, a leading supplier of transformational software to the wealth management, insurance and private banking industries globally, has appointed Haruka Homma as its Country Manager for Japan and South Korea. This role is in response to the growing client demand for digital technologies in wealth management and will further drive the company’s strategic expansion in the APAC region.
FNZ Acquires Leading Wealth Management Software Firm JHC
- 5 years 5 months ago
- Management, Wealth Management
FNZ, the global financial technology company, has acquired JHC Systems Ltd (JHC), a leading UK-based provider of platform software to the wealth management industry. As well as realising significant synergy opportunities, the acquisition results in the combined group becoming one of the top broking platforms in the UK, by bringing together FNZ’s and JHC’s respective existing customers in this market.
Rosecut launches offering to manage wealth of under-serviced £3.2 trillion ‘middle market’
- 5 years 5 months ago
- Management, Wealth Management
Rosecut, the wealth management platform powered by artificial intelligence, has launched to meet the needs of affluent ‘middle-market’ investors abandoned by traditional wealth managers and private banks. Combining learning algorithms and human insight, Rosecut provides fast, informed and bespoke investment focused financial advice, whilst keeping fees lower for the investor.
JHC and Ortec Finance Announce Partnership to Provide OPAL
- 5 years 5 months ago
- Management, Wealth Management
Wealth management fintech firm, JHC Systems (JHC), and Dutch based Ortec Finance have announced today that they will be partnering to provide OPAL, a leading software solution for global financial institutions offering goal-based financial planning models, as a component to JHC’s market leading Digital Wealth Platform.
Dion wins “Best Corporate Actions Solution” Award at the 2019 Goodacre Systems in The City FinTech Awards
- 5 years 5 months ago
- Platform Technology, Management, Wealth Management
Dion Global Solutions (Dion | BSE: 526927), a leading provider of modular solutions to the Financial Services industry and a trusted technology partner to global banking community, today announced that it won three awards at the 2019 Goodacre UK Systems in the City Financial Technology Awards in London yesterday.
Objectway Wins its Sixth Goodacre "Systems in the City" Award
- 5 years 5 months ago
- Investment Management, Wealth Management
Objectway, a leading provider in the Digital Wealth, Investment & Asset Management sector, has added another prize to its trophy cabinet at the 2019 Goodacre Systems in the City Awards in London. Awarded “Best Wealth Management System”, Objectway WealthTech Suite is the firm’s front-to-back office platform supporting the whole digital investment management process. It enhances the entire advisor-client engagement & collaboration... more
d1g1t Secures Strategic Financing from Illuminate Financial Management
- 5 years 5 months ago
- Management, Wealth Management
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that it has received an additional CAD$3 million in strategic financing from Illuminate Financial Management as an extension of their Series A round bringing the total raised to over CAD$12 million. The funding will be used to accelerate product innovation for its industry-leading wealth... more
Envestnet | Yodlee Unveils Enhanced Developer Experience for the UK at Money20/20 Europe
- 5 years 6 months ago
- Wealth Management, Banking
Envestnet | Yodlee (NYSE: ENV), a market leader in data aggregation and a leading data analytics platform for digital financial services, today announced a new developer experience break-through will be available in the UK by the end of June. This experience delivers an industry-leading combination of enhanced performance, best-in-class developer tools, and high-quality financial data available on a massive scale across banking and wealth... more
Three in ten British adults spent more than they received in income in the past month – R3
- 5 years 7 months ago
- Wealth Management
Three in ten (28%) British adults ran a ‘deficit budget’ in the past month, spending more during the month than they received in income, according to new research from R3, the insolvency trade body, and ComRes. One in six British adults (17%) spent up to £100 more than they received in income over the past month; 7% spent between £100 to £300 more; and 3% spent over £300 more.
Refinitiv Doubles Down on Wealth Management; Appoints New Global Head
- 5 years 7 months ago
- Wealth Management, People Moves
Refinitiv today announced the appointment of Joseph Mrak as global head of wealth management. In this role Mr. Mrak will lead the global wealth management business with a focus on doubling down on driving technology innovation, developing key regional and global partnerships, expanding global reach and growing value for clients and prospects. Refinitiv’s wealth management business supports a significant number of established and emerging wealth... more
Investment app tickr marks major growth milestone with crowdfunding campaign
- 5 years 8 months ago
- Management, Investment Management, Wealth Management, FinTech StartUps, IT Innovations
Investment app, tickr, is today launching its crowdfunding campaign on leading investment platform Seedrs. Funds raised will be used to accelerate user acquisition, while building several new features including a visual newsfeed giving users an interactive overview of the companies in their portfolio and the work they are doing to make an impact on the world. tickr’s user statistics demonstrate the scale of appetite for disruption in the... more
