Wealth Management

Wealthify Deploys Money Dashboard Aggregation App
Refinitiv Acquires Scivantage Creating Next-Generation Digital Wealth Management Solutions
UBS partners with clients to design new UBS Financial Services iPhone app
Berenberg and Backbase make digital portal a reality
Syfe Launches REIT+ Portfolio to Give Investors Affordable Access to SGX-listed REITs
Citi Rolls Out Digital Investment Tool
Refinitiv Report on Transformation of Wealth Management – Five Trends for 2020 and Beyond
Broadridge Launches Forecasting Module within its Asset Management Revenue and Expense Management Solution
Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange
Leading UK Wealth Manager selects Cashfac to orchestrate cash movements and real-time operational accounting.
Moneyfarm uncovers the “mid-life opportunity”
Finantix further strengthens Asian and European capabilities with senior appointments in Singapore and the UK
Sterling Mutuals Selects Pascal Financial to Deliver Integrated Digital Wealth Management Platform
CREALOGIX recognised as digital wealth management innovator in 2020 Fintech Power 50 list
SwissBorg unveils its Wealth App