A Modular API Approach to Digital Wealth Management
- 8 years 3 months ago
- Wealth Management
It has been almost 10 years since early B2C robo advisors launched their products and since then, the market has grown exponentially. Incumbents such as Blackrock, UBS, Vanguard and Charles Schwab have entered the space with their own robo advisory models. With increase in competition, the end customer benefits from transparent and low cost investing.
Sharpfin Turns to the Investdor Crowd for New Funding Round
- 8 years 3 months ago
- Wealth Management
Sharpfin AB, a Stockholm-based company developing the next generation of wealth management software, partners with leading Nordic equity crowdfunding platform Invesdor to raise funding.
Australia's ClearView Selects Iress Prime for Scaled Advice
- 8 years 3 months ago
- Wealth Management
IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution.
JHC Launches Risk Analytics Tool for Wealth Managers
- 8 years 3 months ago
- Wealth Management
Wealth management fintech firm, JHC Systems (JHC) has today announced the launch of its digital risk analytics tool available through JHC Neon (Neon).
Dinosaur Merchant Bank Taps InvestCloud Digital Platform for Wealth Management
- 8 years 4 months ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers. The Bank will be using InvestCloud’s flagship client portal solution, Blue.
Allfunds Unveils API
- 8 years 4 months ago
- Wealth Management
Allfunds is boosting the capacity of the wealth management industry to engage in the digital ‘fintech’ revolution by launching an API* Platform to over 550 leading financial institutions.
Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform
- 8 years 4 months ago
- Wealth Management
Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform. Apex’s offering will allow FinTech startups and financial institutions alike to quickly take to market differentiated and personalized digital advisory services, using a fully featured, hyper-modular technology platform, with integrated, API-... more
JHC Systems Strengthens Sales Team with an Eye to Strategic Growth
- 8 years 5 months ago
- Wealth Management
Wealth management software firm, JHC Systems (JHC), has doubled its sales team in response to increasing demand for specialist financial technology in the UK and international markets. Leading the team is Edward Lopez, who joined JHC just over a year ago as Chief Revenue Officer. Other key appointments to the team include Noel Montaigue, Swati Barve and Jane Boorman.
Asiamoney: CreditEase Wealth Management Named Best Wealth Management Firm of the Year
- 8 years 5 months ago
- Wealth Management
CreditEase Wealth Management was named "Best Wealth Management Firm of the Year" in the inaugural China Independent Wealth Management category, by Asiamoney. This award is the second global recognition within half a year for CreditEase Wealth Management, after receiving the Asian Banker's award for "Best Non-Bank Private Wealth Product" in December 2016.
Appway Wins Private Banker International’s 2017 Award for Outstanding Wealth Management Technology Provider – Middle Office
- 8 years 5 months ago
- Wealth Management, Banking
Appway was awarded “Outstanding Wealth Management Technology Provider – Middle Office” for the very first time at the 4th annual Private Banker International Awards. The prestigious event, held on June 8 at the Waldorf Hilton in London, awards accolades to those that demonstrate innovation and distinction among their peers in private banking.
BlueRock Wealth Management Offers Digital Safekeeping with FutureVault
- 8 years 5 months ago
- Wealth Management
BlueRock Wealth Management Inc., a trusted wealth management firm that provides personalized financial advice and services, has announced that it is offering FutureVault’s Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to its executive and high-net-worth clients.
Axia: Advisory service capabilities enhanced, MiFID II-ready
- 8 years 6 months ago
- Wealth Management, Compliance, Regulatory Standards
Profile Software, an international financial solutions provider, today announced the enrichment of Axia, its leading web-based platform for wealth management across all service lines, with new advisory service capabilities in light of the forthcoming MiFID II regulation.
SoFi Wealth Brings the Best of High-Tech and Human Guidance to Online Investing
- 8 years 6 months ago
- Wealth Management
SoFi announced the general availability of SoFi Wealth, the first low-cost online wealth management platform to combine an easy-to-use online and mobile interface with unlimited access to live, licensed financial advisors, giving people the guidance they need to understand, define, and then work toward achieving their investing goals. Features of SoFi Wealth include:
InvestCloud and Private Client Resources Team Up to Deliver Total Wealth Aggregation Services
- 8 years 7 months ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution. This solution combines the firms’ existing... more
