Finantix acquires InCube, a Swiss AI and data science company dedicated to wealth management and insurance
- 6 years 1 month 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
- 6 years 1 month 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
- 6 years 1 month 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
- 6 years 1 month 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
- 6 years 1 month 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
UBS partners with clients to design new UBS Financial Services iPhone app
- 6 years 2 months ago
- Wealth Management
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone® app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways through their mobile device. “At UBS, we’re proud to give clients an all-new experience that reflects their immediate and future financial ... more
Berenberg and Backbase make digital portal a reality
- 6 years 2 months ago
- Wealth Management
Berenberg announces the launch of its customer-centric digital Wealth Management portal. This follows a successful pilot after working with Backbase to update its digital offering. This portal is a direct response to the growing demand from Berenberg’s clients for a partner in Wealth Management capable of catering to clients across all channels.
Syfe Launches REIT+ Portfolio to Give Investors Affordable Access to SGX-listed REITs
- 6 years 2 months ago
- Wealth Management
Digital wealth manager, Syfe, today launched the REIT+ portfolio, a first-of-its-kind initiative that allows anyone in Singapore to start risk-managed investing in Singapore real estate with no minimum investment. Unlike buying a property or REITs as a private investor, Syfe's REIT+ product offers an easy, risk-managed and low-cost way for investors to access Singapore's thriving REIT market with a fee as low as 0.4% per annum of your invested... more
Citi Rolls Out Digital Investment Tool
- 6 years 2 months ago
- Wealth Management
Citi's consumer business has introduced a digital wealth investment tool for clients with as little as $1500 to invest.
Refinitiv Report on Transformation of Wealth Management – Five Trends for 2020 and Beyond
- 6 years 2 months ago
- Wealth Management, Data
Building on its commitment to connect and empower the global financial community by harnessing proprietary data and analytics designed to add greater client value, Refinitiv today announced the findings of its ‘Transformation of Wealth Management – Five Trends for 2020 and Beyond’ report in collaboration with Aite Group. According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization,... more
Broadridge Launches Forecasting Module within its Asset Management Revenue and Expense Management Solution
- 6 years 2 months ago
- Asset Management, Wealth Management
Broadridge Financial Solutions, Inc., a global Fintech leader and part of the S&P 500® Index, announces the launch of a new forecasting module within its leading revenue and expense management platform.
Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange
- 6 years 3 months ago
- Wealth Management
Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.
Leading UK Wealth Manager selects Cashfac to orchestrate cash movements and real-time operational accounting.
- 6 years 3 months ago
- Cash management, Wealth Management
Cashfac is delighted to announce that one of the UK’s largest wealth manager and specialist SIPP provider - trusted by thousands of investors with billions of pounds in pension and investment savings - has selected Cashfac to help drive their business transformation.
Moneyfarm uncovers the “mid-life opportunity”
- 6 years 3 months ago
- Wealth Management
Moneyfarm, the leading European digital wealth manager, today launches a campaign urging those entering their 40s and 50s to invest in their plans for later life now, after identifying a “mid-life opportunity” which could see them benefit from thousands of pounds extra income to help them realise their retirement goals.
Finantix further strengthens Asian and European capabilities with senior appointments in Singapore and the UK
- 6 years 3 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, is pleased to announce two new senior hires in Asia Pacific and Europe with Michael Gantenbein joining as Account Delivery Director in Singapore and Gareth Williams as Business Development Director in the UK.
