Finantix reveals findings of second part of ongoing market research on the future of wealth management
- 5 years 4 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, in collaboration with WealthBriefing, today published Defining - and Delivering - Personalised Client Engagement, part two in an ongoing series of research into the future of wealth management.
BITA Risk wins Best Compliance Solution at Family Wealth Report Award in New York
- 5 years 4 months ago
- Risk Management, Wealth Management
BITA Risk part of corfinancial, a leading provider of specialist software and services to the financial services sector, announces today that it has triumphed at the Seventh Annual Family Wealth Report Awards, winning the prestigious Best Compliance Solution Award.
DriveWealth Forges First Partnership in Middle East and North Africa Region with UAE-Based Wealthface
- 5 years 4 months ago
- Trading Systems, Wealth Management
DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced today a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing the firm’s technology and brokerage execution services to one of the region’s first investment robo-advisors.
Wolters Kluwer Grows Minnesota Staff by 25%
- 5 years 4 months ago
- Security and Compliance, Risk Management
Global technology solutions provider Wolters Kluwer has been quietly expanding its Minnesotan HQ for its award winning Compliance Solutions business and other businesses that sit within its Governance, Risk & Compliance (GRC) Division, growing staff numbers by 25% compared with 2017. Wolters Kluwer now has 717 staff working in Minnesota, nearly a 25 percent increase from 575 full time employees in 2017, a figure confirmed by the GRC Division... more
Finantix acquires InCube, a Swiss AI and data science company dedicated to wealth management and insurance
- 5 years 4 months ago
- Artificial Intelligence, Wealth Management, Banking
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced the execution of a binding agreement for the acquisition of InCube Group AG. The Zürich-based firm boasts an interdisciplinary team of Artificial Intelligence (AI) specialists, quant and software engineers and finance experts that provide data-driven, AI-enabled products and solutions to wealth management and... more
Deutsche Bank Joins Forces with Wealth Management Software Firm Qplix
- 5 years 4 months ago
- Wealth Management
Deutsche Bank has taken a minority stake in Qplix as part of a cooperation agreement with the Munich-based wealth management software firm. Under the deal, Deutsche Bank's wealth management business will provide family offices and asset manager users of its Deutsche Private Port digital investment office with access to Qplix's platform. Starting in Germany, the Qplix software will serve as the basis for Deutsche Private Port, providing the... more
JHC launches cloud solution for wealth managers
- 5 years 4 months ago
- Wealth Management
Wealth management fintech firm JHC Systems (JHC), has appointed Alan Cole as Head of Cloud and Operations to deliver its Software-as-a-Service (SaaS) solution for wealth managers. Previously holding positions at Finastra and Temenos, Alan brings unrivalled experience running Cloud Operations for financial institutions globally across banking, wealth and investment management. JHC’s SaaS offering will allow clients to benefit from the continuous... more
Wealthify Deploys Money Dashboard Aggregation App
- 5 years 4 months ago
- Wealth Management
Money Dashboard, the free personal finance app has released an integration with robo-investor Wealthify, enabling users to view the details of their investment accounts alongside the other current, credit and savings accounts they hold.
Refinitiv Acquires Scivantage Creating Next-Generation Digital Wealth Management Solutions
- 5 years 4 months ago
- Wealth Management, Data, M&A Deals
Today Refinitiv has continued its commitment and investment in the wealth management industry with the acquisition of Scivantage, a trusted Software as a Service (SaaS) innovator in the fintech market. The acquisition of Scivantage represents the next step in Refinitiv’s journey to create next-generation digital wealth management solutions, providing clients with the data, technology and insight needed to empower better decisions and user... more
SimCorp launches new machine learning initiative with start-up, Alkymi
- 5 years 5 months ago
- Investment Management
SimCorp targets institutional investment challenges with new machine learning initiative, in partnership with Alkymi.
GDF Supercharges Global Regulatory Affairs Capability With New Partnership & Four Senior Appointments
- 5 years 5 months ago
- Asset Management
Global Digital Finance (GDF), the industry body advocating and accelerating the adoption of digital assets, today announces its partnership with Washington-based advisory and advocacy firm FS Vector, along with four new senior appointments to supercharge its global policy and regulatory affairs capability.
Self Raises $20M in Series C Funding to Bring Innovative Savings and Credit-Building to Millions More Americans
- 5 years 5 months ago
- Fund Management, FinTech StartUps
Self, a leading fintech startup offering people a way to build their credit while also saving money, today announced a $20 million round of Series C financing, co-led by Altos Ventures and Conductive Ventures.
43% of pension schemes are ill-equipped to report on their ESG policy
- 5 years 5 months ago
- Asset Management, Custody, Fund Management
More than two fifths (43%) of UK based trustees and pension managers do not feel properly equipped to monitor and report on their pension schemes’ ESG policy to a high standard, according to analysis from the UK pensions side of the asset servicing bank, CACEIS. From the 1st of October 2019, new UK legislation has required trustees to outline how they approach financially material factors, including ESG and climate change considerations, into... more
Aegon UK goes live on thinkFolio Managed Service from IHS Markit to support its new multi-asset fund range
- 5 years 5 months ago
- Asset Management
IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, today announced that Aegon UK, one of the world's leading providers of life insurance, pensions and asset management, is live on the thinkFolio Managed Service platform.
Washington Trust Bank Expands Partnership to Baker Hill NextGen
- 5 years 5 months ago
- Investment Management, Risk Management, Alternative Finance
Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, today announces a renewed partnership with Washington Trust Bank. Washington Trust Bank will be migrating to Baker Hill NextGen®, Baker Hill’s unified solution that streamlines loan origination and portfolio risk management for commercial, small business and consumer lending.
