Wealth Management

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 »

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 »

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