Refinitiv acquires Advisor Software Inc. further expanding its digital capabilities for the wealth management industry
- 5 years 4 months ago
- Wealth Management
Refinitiv announced the acquisition of strategic assets from Advisor Software Inc. (ASI), adding key digital functionalities to Refinitiv’s Wealth Management offering including enhanced digital advice capabilities and digital portfolio analysis.
COVID-19 accelerates shift in expectations for investment advice, finds DIAMAN survey
- 5 years 4 months ago
- Covid-19, Investment Management, Wealth Management
Investor perceptions towards investment advice have changed as a result of COVID-19 induced volatility, according to key findings from DIAMAN Partners Ltd. (DIAMAN), the leading investment management fintech, published today. As the UK cautiously returns to aspects of normal life, people’s views on investment advice have altered and are unlikely to return to pre-lockdown attitudes.
KBC Bank launches smart investment assistant Matti from Bolero, supported by Objectway
- 5 years 4 months ago
- Investment Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, and KBC Bank have announced, at the beginning of this year, the market launch of the new roboadvisory service, Matti from Bolero, supported by components of the Objectway WealthTech Suite. Objectway provided portfolio management, rebalancing and proposal generation capabilities in an ‘as-an-engine’ model towards Matti, the smart investment assistant of Bolero, KBC’s... more
Avaloq launches Wealth platform to enable highly personalized investment management solutions
- 5 years 4 months ago
- Investment Management, Wealth Management
The Swiss-based wealthtech leader is launching a new stand-alone, core-agnostic suite of digital wealth management platforms. Avaloq Wealth is the first new platform to go live as it enables banks and wealth managers to provide highly personalized investment advice and bespoke services to their clients, while reducing the time spent on preparing and analyzing investment proposals. The new platform is available as a stand-alone solution,... more
Corfinancial teams up with technology consultancy F2 Strategy
- 5 years 4 months ago
- Wealth Management
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy.
Refinitiv expands its digital capabilities for Wealth Managers with the launch of Refinitiv Digital Investor
- 5 years 5 months ago
- Wealth Management
Refinitiv continues its commitment to the Wealth Management industry with the launch of Refinitiv Digital Investor. This highly flexible solution empowers firms with faster time to market for digital properties, while providing their investors with a seamless digital experience including account information, workflow tools, analytics, news, and insights related to their holdings.
Avaloq named Outstanding Wealth Management Technology Implementation – Back Office partner
- 5 years 5 months ago
- Wealth Management
Avaloq has been named Outstanding Wealth Management Technology Implementation – Back Office partner at the Global Private Banking Innovation Awards 2020. The award is the seventh accolade or industry citation to be won by Avaloq in 2020; most recently, it won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020.
additiv launches its KickStarter™ offering for DFS Wealth Management PaaS Platform on Microsoft Marketplace
- 5 years 5 months ago
- Wealth Management, SaaS, PaaS
additiv, a leading Software as a Service (SaaS) provider to the wealth management industry, launched in April 2020 an industry first: a rapid, risk-free route to digital wealth management. Its KickStarter™ offering uses a dedicated, secure and cost-effective innovative Wealth PaaS environment blueprint, which is provisioned and deployed automatically in short time.
New FIS wealth management platform brings rich data insights to the client relationship
- 5 years 5 months ago
- Wealth Management, Data
As investors of all ages seek advice for weathering the current uncertain investing environment, financial technology leader FIS™ (NYSE: FIS) today announced a leading-edge wealth management platform that gives wealth managers the data and insights they need to better understand and serve the needs of their multi-generational clients.
Cassini Systems Named Best Margining Solution in FTF News Technology Innovation Awards 2020
- 5 years 5 months ago
- Asset Management, Wealth Management, Risk Management
Cassini Systems, the leading provider of pre- and post-trade margin and collateral analytics for derivatives market participants, today won the 2020 FTF News Technology Innovation Award for Best Margining Solution.
Objectway wins XCelent Depth of Service award in Celent “Wealth Management Client Onboarding Platforms” report
- 5 years 5 months ago
- Wealth Management
Objectway, a leader in the software and services for the Digital Wealth & Investment Management sector, won the XCelent award for the leading Depth of Service score in Celent report “Wealth Management Client Onboarding Platforms”. This report examined eight major vendors offering digital onboarding capabilities in Europe and North America, focusing on trends, technology and functionalities, and client preferences.
Avaloq named Best Outsourcing Solution in the Asia-Pacific wealth management sector
- 5 years 6 months ago
- Wealth Management
Avaloq has won the Best Outsourcing Solution and Best Transaction Processing awards at the WealthBriefing Asia Awards 2020. The awards programme, now in its eighth year, recognises companies, teams and individuals at the forefront of the wealth management sector in the dynamic Asia-Pacific region.
Finantix CIO Cockpit digitises and accelerates key Investment Office processes
- 5 years 6 months ago
- Wealth Management, Banking, Insurance
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today launched the latest addition to its product portfolio, CIO Cockpit, which allows Chief Investment Officers to distribute market updates and investment ideas to clients faster, leveraging digital communication and collaboration channels.
Infosys and Avaloq team up to strengthen wealth management capabilities through digital platforms
- 5 years 6 months ago
- Wealth Management
Infosys (NYSE: INFY), the global leader in next-generation digital services and consulting, today announced a strategic partnership with
DriveWealth brings U.S. stock investing capability to India-based AI wealth management firm
- 5 years 6 months ago
- Artificial Intelligence, Wealth Management
DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced today that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients.
