Objectway at #77 in the 2020 IDC Fintech Rankings
- 5 years 4 months ago
- Asset Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have ranked #77 on the 2020 IDC FinTech Rankings. This is the sixth consecutive year Objectway have appeared on this prestigious list. The Fortune 500-style annual ranking categorises and evaluates the top global providers of financial technology based on 2019 calendar year revenues from financial institutions.
additiv scales up with new European Headquarters in Frankfurt to support regional growth
- 5 years 4 months ago
- Wealth Management
additiv, a leading SaaS provider to the wealth management industry, today announced that it has expanded its range of operational locations to include a new Euro-pean head office in Frankfurt, Germany. With offices already established in Singapore, Dubai, Nairobi, Bucharest and headquarters in Zurich, Switzerland, the office will be primarily focused on European customers supporting additiv’s growing customer base within the region.
Avaloq Launches Engage App, Allowing Wealth Managers to Interact Seamlessly With Clients via Social Messaging Services
- 5 years 4 months ago
- Wealth Management
Avaloq, a leader in digital banking solutions, has launched the Engage app, a solution that allows wealth managers and advisers to engage with clients through social messaging channels such as WhatsApp and WeChat in a secure and compliant manner.
Tegra118 Expands Front Office Digital Solutions Powered by Finantix
- 5 years 4 months ago
- Wealth Management
Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform for advisors and asset managers. Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers.
Fintech Vauban to Create Funds and SPVs Worth £1bn by Q2 2021
- 5 years 4 months ago
- Investment Management
Fintech start-up, Vauban, announces impressive growth plans to revolutionise alternative investment. Founded in 2018, Vauban brings game-changing technology to a sector where the fax machine is still used for fund allocations. Vauban has secured significant investment, made significant hires and aims to administer over £1bn of capital on its platform by Q2 2021.
New Finantix Report Confirms Importance of a Highly Personalised Approach to Investment and Wealth Planning Strategy
- 5 years 4 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance, and banking industries, and in collaboration with WealthBriefing, published “Together, we can make it!
Adoption of Tech in Private Markets Lags Behind Industry Trends
- 5 years 4 months ago
- Wealth Management
Wealth managers must urgently increase their use of technology in offering private market investments or they risk being left behind by their competitors in less than five years.
TORA Wins Global Investor 'Best Outsourced Trading Solution' 2020
- 5 years 4 months ago
- Investment Management
TORA, the provider of industry leading trading technology, has today announced it has been awarded Best Outsourced Trading provider by Global Investor in their 2020 Investment Excellence Awards.
Rosecut Unveils New Wealth Management Tools
- 5 years 4 months ago
- Wealth Management
Rosecut, the digital financial planning partner and investment manager, today announces free new tools that give people financial insights and guidance previously accessible only by working with expensive professional wealth managers. Users can get a complete picture of their current financial situation and a projection of their future finances on the Rosecut platform.
Barclays and Propel to Provide SMEs With Speedy Access to Asset Finance
- 5 years 4 months ago
- Covid-19, Lending, Asset Management, Banking
Barclays Business Banking has announced that it will be the first High Street bank to partner with Propel, a specialist asset finance provider, to offer equipment and vehicle finance via an online platform to one million of their small and medium sized (SME) customers.
Europe Leading the Way in ESG Investing, According to Kurtosys Study
- 5 years 4 months ago
- Asset Management, Investment Management
European asset managers are leading the world in ESG product availability, thought leadership and brand positioning, according to new research by digital transformation specialists Kurtosys Systems.
SIX Launches Tax Efficiency Tool for Wealth and Asset Management
- 5 years 4 months ago
- Asset Management, Wealth Management, Data
SIX today launches “SIX Tax Score®”, designed to analyse the tax consequences of financial products, available to banks, wealth managers and asset managers in the form of a benchmark covering Swiss, UK and French tax jurisdictions.
Refinitiv Wealth Management brings Enhanced Scale to AssetMark’s Platform for Financial Advisors
- 5 years 4 months ago
- Wealth Management
Refinitiv today announces a new collaboration with AssetMark, a leading provider of Wealth Management and technology solutions, to bring added resource, scale and innovation to AssetMark through the Refinitiv BETA platform. The alliance further demonstrates Refinitiv’s commitment to the Wealth Management industry by supporting AssetMark’s ongoing mission to evolve its solutions and services to meet the ever-changing needs of financial advisors... more
AI-driven Asset Management Platform Exabel Closes $3.6M Funding Round
- 5 years 4 months ago
- Investment, Asset Management
Exabel, the simple-to-use AI, analytics and data platform for active asset managers, today announced it has closed its third seed round, bringing the total amount raised by the company to more than $12 million. Led by 17 existing and 11 new investors, alongside a loan and grant from Innovation Norway, the latest funding will help the company build out its commercial functions in Europe and North America, and continue to establish strategic... more
Wealth Managers Need to ‘democratize’ Their Services to Thrive in the Hyper-Personalized, Digital Banking Era, Warns Avaloq
- 5 years 4 months ago
- Wealth Management
Wealth managers and private banks need to ‘democratize’ their service and product offerings to a wider audience of affluent clients to compete and grow in the new hyper-digital world. If firms do not democratize their proposition, they risk losing market share and failing to capitalise on the profound, digital-led transformation of the sector. The finding comes from global tech leader Avaloq in a major new sector report, Democratization of... more
