Wealth Managers Are Confusing Themselves With Too Much Technology
- 1 week 5 days ago
- Wealth Management
Wealth managers are confusing themselves by relying on too many technology systems, according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Nova Credit Redefines Income and Asset Verification in Affordable Housing With Launch of Eligibility Compass
- 2 weeks 13 hours ago
- Asset Management
Nova Credit, a leading credit infrastructure and analytics company, today announced the launch of Eligibility Compass, a comprehensive income and asset verification solution for affordable housing. This purpose-built solution automates the process of collecting applicant financial data, reducing the time it takes to confirm eligibility.
AuditBoard's Scenario Planning Enables Banks to Quantify and Test Thousands of Risk Outcomes
- 2 weeks 13 hours ago
- Risk Management
AuditBoard, provider of an AI-powered global platform for connected risk, has launched Scenario Planning, a new solution designed to empower executive leaders and risk teams across the financial sector, from banks and insurance to accountants and investment stakeholders, to shift their focus from reactive reporting to proactive anticipation.
BofA Launches 401k Pay: Comprehensive Solution Simplifies Retirement Income Management
- 2 weeks 2 days ago
- Management
Bank of America is launching 401k Pay, a unique new solution designed to simplify and conveniently convert 401(k) account assets into a retirement income. Available November 17 at no incremental charge to the company’s corporate plan sponsor or plan participant clients, the new digital solution provides 401(k) recordkeeping, flexible deposit options and advice in a single centralized hub. This enables plan participants to easily set, deposit... more
Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients
- 2 weeks 6 days ago
- Wealth Management
Profile, a leading global provider of financial software solutions, announces a major new release of its flagship Axia Suite, introducing advanced Wealth Management features designed to better serve Retail and Mass Affluent investors.
Kyriba Expands in Brazil, Solidifying Growing LATAM Presence
- 2 weeks 6 days ago
- Treasury
Kyriba, the global leader in liquidity performance, is expanding operations in Brazil as part of its increased focus on Latin America to meet the urgent call from CFOs for strengthened cash visibility amid continued currency volatility.
Average Fake Claims Top £84,000 as Fraud Hits Insurer Revenues
- 3 weeks 2 days ago
- Risk Management
Adyen, the global financial technology platform of choice for leading businesses, has found that fraudulent claims are eroding insurer revenues as the average cost of a fake claim hits £84,000. Following these findings, Adyen’s 2025 Insurance Report points to ways insurers could strengthen their response to fraud.
Leading Global ETF Provider WisdomTree Partners With New Wealth Management Platform Stratiphy as Investors Diversify Portfolios
- 3 weeks 6 days ago
- Wealth Management
WisdomTree, one of Europe’s leading providers of ETPs, has partnered with personalised wealth management platform Stratiphy to offer investors access to new asset classes, including commodity ETPs and thematic ETFs. Stratiphy users will be able to access a range of WisdomTree’s commodity ETPs, such as gold, silver, oil and gas, as well as thematic exposures including AI, cloud computing, quantum computing, renewable energy and strategic metals... more
Cytora and Fenris Partner to Embed Predictive Intelligence Into Commercial Risk Workflows
- 3 weeks 6 days ago
- Risk Management
Cytora, the leading digital risk processing platform, has announced a partnership with Fenris, a provider of real-time data enrichment and predictive AI solutions for the insurance industry.
Cowbell Unveils Brand Refresh: The Sound Approach to Risk for the New AI Era
- 4 weeks 1 day ago
- Risk Management
Cowbell, a leading provider of adaptive cyber and specialty insurance solutions for global small and mid-market organizations, today announced the launch of its refreshed brand identity. The initiative reflects Cowbell's continued evolution, from pioneering Adaptive Cyber Insurance to becoming a broader digital protection partner in commercial specialty insurance.
Ripple's Custody Momentum Continues: Acquires Palisade to Offer Comprehensive Digital Asset Custody Solution
- 4 weeks 1 day ago
- Asset Management
Ripple, a financial technology company that offers crypto solutions for businesses, today announced the acquisition of digital asset wallet and custody company, Palisade. The acquisition will significantly expand Ripple’s custody capabilities to directly serve the core needs of fintechs, crypto-native firms, and corporates.
Seven in Ten Londoners Plan on Investing in the Next 12 Months
- 1 month 9 hours ago
- Wealth Management
Seven in ten (69%) of Londoners are planning on investing in the next year as they seek higher returns than are on offer through cash savings, according to research from new personalised wealth management platform, Stratiphy. This is significantly higher than the average figure for the UK where just four in ten (43%) of people planned to invest during the next 12 months.
Bridge Alternative Investment Solutions Selects Allvue Systems to Enhance Tech-Forward and Service-First Fund Administration
- 1 month 3 days ago
- Asset Management
Allvue Systems, LLC , a leading technology provider for private capital markets whose AI-powered platform unifies data, automates workflows, and delivers benchmarks and actionable insights across the private investment lifecycle, today announced that Bridge Alternative Investment Solutions, LLC, a premier provider of fund administration and back-office advisory services to more than 100 clients, has selected Allvue as its technology backbone.
Pave Finance Integrates with Charles Schwab to Empower RIAs with Automated Wealth Management
- 1 month 5 days ago
- Wealth Management
Pave Finance, Inc., the next-generation wealth management platform, has today announced its integration with Charles Schwab, the world’s largest registered investment advisory custodian and one of the largest retail brokerage firms. The move enables registered investment advisors (RIAs) to link their Schwab client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a single client asset.
IBM Announces New Platform for Financial Institutions and Regulated Enterprises Entering the Digital Asset Economy
- 1 month 6 days ago
- Asset Management
IBM today announced the launch of IBM Digital Asset Haven, a comprehensive platform for financial institutions, governments, and corporations to securely manage and scale their digital asset operations. Banks and governments now have a single solution to manage their digital asset lifecycle – from custody to transactions to settlement – that helps them meet compliance obligations while being integration-ready.
