TripActions Launches Global Rapid Reimbursements in Nearly 30 Currencies Across More than 45 Countries
- 2 years 10 months ago
- Wealth Management
TripActions, the all-in-one travel, corporate card, and expense management solution, today launched global rapid reimbursements through TripActions Liquid™, a new feature enabling quick reimbursements for out-of-pocket expenses made in nearly 30 currencies across more than 45 countries. The innovative feature eliminates the inconvenience and frustration of waiting to be reimbursed through payroll — a process that can often take months for... more
Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group
- 2 years 11 months ago
- Wealth Management
Northern Trust today announced the appointment of Michael Buzza as global head of Network Management & Market Strategy. Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group.
Adhesion Wealth Wins Two WealthManagement.com Industry Awards
- 2 years 11 months ago
- Wealth Management
Adhesion Wealth® won two awards at the eighth annual WealthManagement.com Industry Awards on Sept. 8, taking home honours for excellence in Model Marketplaces in the Technology Providers category, and as RIA Innovator of the Year in the Individual RIA Firm Leaders category for President Barrett Ayers.
Private Markets Access Platform Launches at IPEM
- 2 years 11 months ago
- Wealth Management
Private Markets Alpha (PM Alpha), the recently launched company dedicated to improving access to private markets for the global wealth management industry, has announced it is officially launching its new platform at the
intelliflo’s RedBlack Wins 2022 WealthManagement.com Industry Award for Rebalancing
- 2 years 11 months ago
- Wealth Management
Last night was intelliflo’s first time at the Wealthie awards and we’re excited to have won the 2022 WealthManagement.com Industry Award (‘Wealthie’) for Rebalancing for our RedBlack solution.
FNZ to Acquire German Wealthtech Diamos
- 2 years 11 months ago
- Wealth Management
FNZ, the global wealth management platform, today announced that it has agreed to acquire DIAMOS AG, the specialised wealthtech provider for the asset and wealth management industry, to further enhance its global wealth management platform. The acquisition will strengthen FNZ’s global client proposition by adding advanced product and service solutions to its existing end-to-end wealth management platform.
Northern Trust Bolsters Digital Solutions Consulting Team
- 3 years 6 days ago
- Wealth Management
Northern Trust has named Benjamin Bobroff as the new global head of its Digital Solutions Consulting team within its Asset Servicing business development division and made three senior appointments supporting the continued strategic focus and investment in digital innovation.
UnionBank Partners with Avaloq to Transform its Wealth Management Platform
- 3 years 1 week ago
- Wealth Management
UnionBank continues the digital transformation of its wealth management business with the Avaloq Core Platform. This will help the bank to stay ahead of the technology curve as the financial industry continues to digitalize in the pursuit of greater efficiency and innovation.
Kingswood Continues Recruitment Drive with Two New Financial Adviser Hires
- 3 years 1 week ago
- Wealth Management
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, is pleased to announce the appointment of Jade Rose and Max Sullivan as financial advisers, based at the firm’s London and Kent offices respectively.
Fintech App Dinero Encourages Young Indians to Build Wealth; Launches its Beta App on Google Play Store
- 3 years 2 weeks ago
- Wealth Management
Dinero, India's first rewards-on-investment platform, aimed at young Indians, announced the launch of its beta version of its app today. The app is exclusively available on Google Play Store.
TrueLayer and WealthOS Partner to Bring In-app Payments to Wealth Management Products
- 3 years 3 weeks ago
- Wealth Management
TrueLayer, Europe’s leading open banking platform, today announces its partnership with WealthOS, the innovative SaaS platform that accelerates digital adoption and innovation for wealth managers.
ATRAM to Launch Digital Wealth Management Platform with additiv
- 3 years 1 month ago
- Wealth Management
ATRAM Trust Corporation (ATRAM), the largest independent asset and wealth manager in the Philippines, today announced that it has signed a strategic partnership with additiv, a leading global wealthtech platform provider.
GVC Gaesco, Key Partner of FNZ Global Wealth Management Platform in Spain
- 3 years 1 month ago
- Wealth Management
GVC Gaesco is reaffirming its commitment to strengthening the digitalisation process of investment services. As such, the Spanish financial group has signed a key partnership with FNZ, a leading global wealth management platform, under its unique platform-as-a-service model, to develop a new digital solution for Investment Services.
FNZ Acquires Swiss Private Banking Technology Company New Access
- 3 years 1 month ago
- Wealth Management
FNZ, the global wealth management platform, has acquired New Access, a specialized private banking technology firm primarily active in the markets of Switzerland, Liechtenstein and Luxembourg. These markets are key to serving and administering client wealth globally and will support FNZ in delivering on its promise to open up wealth and serve the US$240 trillion global wealth market.
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
- 3 years 1 month ago
- Wealth Management
Financial technology leader FIS® has announced it has enhanced its wealth management solutions with the addition of self-invested personal pension (SIPP) servicing in the United Kingdom. By launching retirement services in the U.K., FIS is greatly expanding its offerings to wealth managers in this market.
