Xignite Launches New ESG API For Digital Investments Platforms
- 2 years 8 months ago
- APIs, Wealth Management
Partners with ESG Book to Drive Investor Sustainability Engagement Xignite, Inc., the leading provider of market data APIs to brokers and wealth managers, announced the launch of a new Environmental, Social and Governance (ESG) data API in partnership with ESG Book, a global leader in ESG data and technology. Xignite’s brokerage, wealth, and media customers can now increase user engagement and retention with state-of-the-art sustainability... more
ADDX Launches Private Market Services For Wealth Managers; StashAway, CGS-CIMB Among The First On Board
- 2 years 8 months ago
- Wealth Management
Wealth managers can offer clients fractional access to a full suite of private market assets, helping them gain a competitive advantage over platforms with only public market products Wealth managers can now introduce more of their end-investors to the world of private investments through a newly-launched institutional service on digital securities exchange ADDX. Corporate treasuries and family offices can also take part in the space via a... more
Winvesta Launches Multi-Currency Payment Collections for Exporters and Freelancers
- 2 years 8 months ago
- Wealth Management, Banking
This additional offering will help provide Indian exporters with an alternative payment gateway offering and reduce export costs by up to 8%
Coutts and Natwest Launch Accelerator for Gaming and Social Media Entrepreneurs
- 2 years 8 months ago
- Wealth Management, Banking
Coutts and NatWest have launched a programme to help entrepreneurs in the Interactive Entertainment (IE) space build and develop their businesses. Starting in June 2022, the six-month accelerator is aimed at ambitious e-sports, gaming, social media and streaming entrepreneurs across the UK who have recently started a business or are thinking about forming a company.
novobanco Goes Live with Objectway to Lead the Way in Investment Services
- 2 years 8 months ago
- Asset Management, Wealth Management, Banking
Objectway, a global top 100 wealth, banking & asset management software provider, have partnered with novobanco enabling the leading Portuguese bank to provide an advanced financial advisory experience through a digital advisory platform, including goal-based investment planning, advice execution and risk optimised model portfolio creation.
Moneybox Secures £35m in Series D Funding as AUA Nears £3bn
- 2 years 8 months ago
- Fundraising News, Wealth Management
The funding round was led by Fidelity International Strategic Ventures, existing investors plus new investor Polar Capital, and brings total funds raised by the digital wealth manager to £95 million Founded in 2016, Moneybox supports a community of more than 800k customers as AUA grows >100% YOY Moneybox also announces a second crowdfunding campaign, to enable customers to share and shape its future success
Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract and Retain the Modern Investor – Highlights Data Insights From Investors
- 2 years 8 months ago
- Wealth Management
Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. Digital capabilities – 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state “advisor recommendations” as the most reliable source of information.
Dan Boardman-Weston appointed CEO at BRI Wealth Management
- 2 years 9 months ago
- Wealth Management, People Moves
Simon Boardman-Weston becomes Executive Chairman BRI now has 44 employees, more than a thousand clients and an annual turnover in excess of £5 million BRI Wealth Management aims to be the leading independent regional Wealth Manager
Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK
- 2 years 9 months ago
- Wealth Management
Profile Software, the leading financial solutions provider, sponsors (network partner) the 6th Digital Integration in Wealth Management Conference taking place on 29th - 30th March 2022 in Park Plaza Victoria, in London, UK. The conference will bring together experts from top wealth management and private banks across the UK and Europe.
VRGL Launches Advanced Platform to Bring the Power of Institutional-grade Analytics to Retail Wealth Management Firms
- 2 years 9 months ago
- Wealth Management
VRGL, Inc, today announced the launch of the VRGL (pronounced Virgil) platform, a revolutionary wealth management technology designed to help investment advisors grow their business by leveraging institutional-grade analytics and advanced technology to build trusting relationships more quickly with their prospective and existing clients.
Refinitiv and Vestorly Team up to Deliver Enhanced AI-driven Digital Marketing Tools to Wealth Management Providers
- 2 years 9 months ago
- Artificial Intelligence, Wealth Management
Broker dealers and wealth advisors can now intelligently target more clients and prospects through Vestorly’s artificial intelligence solution alongside Refinitiv Workspace for Wealth Advisors. Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a... more
Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience
- 2 years 9 months ago
- Trading Systems, Wealth Management
Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users
ET Money’s Technology-led Approach Is Enabling Investors to Generate Better Returns Using Passive Funds
- 2 years 9 months ago
- Wealth Management
The platform has partnered with India’s leading AMCs to offer quant-based investment portfolios built with passive funds.
Kingswood Launches new Online Cient Portal
- 2 years 9 months ago
- Investment Management, Wealth Management
‘Kingswood Go’ will allow clients to access their investments and hold all of their financial information online and in one place securely Kingswood Go will allow Kingswood to launch their own fully branded client app that delivers compliance confidence and builds client loyalty Providing a single client view, the portal will be available via desktop and mobile app and is driven by technology from wealthtech firm, moneyinfo
Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
- 2 years 10 months ago
- Wealth Management, Infrastructure
FinClear will utilise Broadridge’s SFCM FastStart To assist in optimizing their securities finance offering, FinClear, the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader. Broadridge’s Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area of the business.
