Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix to Further Extend its Commitment to Providing Exceptional Client Lifecycle Management
- 3 years 9 months ago
- Wealth Management
Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals. This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
Objectway Suite named Best Wealth Management Solution
- 3 years 10 months ago
- Wealth Management
Objectway, a global wealth, banking & asset management software provider, achieved its ninth consecutive awards recognition – the fourth in a row as “Best Wealth Management Solution” – by Goodacre, the UK leading specialist consultancy for the securities industry.
IBS Intelligence Awards Objectway #1 for Private Banking and Wealth Management Deals
- 3 years 10 months ago
- Wealth Management
Objectway, a global wealth, banking & asset management software provider, has been recognised as the market’s leading firm for Private Banking and Wealth Management deals in the IBS Intelligence Sales League Table (SLT). Objectway also got a very favourable place in the SLT Leaderboard for Private Banking & Wealth Management, a reflection of the company’s offering performance and scalability on a global scale.
Velexa Launches Embedded Investing as a Service Platform
- 3 years 10 months ago
- Wealth Management
Velexa, a recently launched WealthTech, today announced the launch of their Investing Platform as a Service with embedded API and front-to-back B2B2X technology.
Wealth Dynamix Launches First Simplified Client Lifecycle Management Benefit Calculator for Wealth Managers
- 3 years 10 months ago
- Wealth Management
Wealth Dynamix today announces that they have launched the first CLM benefit calculator for Wealth Managers.
Marygold acquires the UK's Tiger Financial & Asset Management
- 3 years 10 months ago
- Wealth Management
Marygold & Co. Limited has announced completion of its acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a UK based investment adviser. Based in Boughton, Northampton, England, Tiger has approximately £42 million in assets under advice. The firm’s core business is managing clients’ financial wealth across a diverse product range.
WTax and QPLIX Partner to Enhance Withholding Tax Recovery Yield for Investors
- 3 years 10 months ago
- Wealth Management
WTax, the leading withholding tax (WHT) recovery specialist that provides wholly outsourced WHT recovery solutions, has partnered with QPLIX, a leading provider of wealth management software that digitises the management of complex financial assets and supports wealth reporting processes.
25th Edition Capital Management for Banking Institutions
- 3 years 10 months ago
- Wealth Management
In recent years, the Basel IV capital regulations and amendments have put banks under large amounts of pressure to place the right measures, controls and models to understand these regulations’ impact on capital. With capital positions weakening, banks were forced to change their focus from capital optimisation to resource deployment, something which delayed Basel IV implementation. Additionally regulations such as the FRTB ad SA-CCR, impacting... more
HeyTrade Teams Up with Nucoro to Form API-Technology Partnership
- 3 years 11 months ago
- Wealth Management, Cloud
Leading wealthtech platform provider Nucoro has announced that its client HeyTrade, a Spanish-based fintech, has launched a new global investment platform that simplifies investment in stocks and ETFs across 12 European and US markets. New entrant, HeyTrade, leveraged the Nucoro platform to create a fully realised platform in just under a year.
Wealth Dynamix Now Powers Four of the Best Wealth Managers for Ultra-high Net Worth Individuals in the World
- 3 years 11 months ago
- Wealth Management
Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecycle Management (CLM) solutions for the four companies with the top-performing wealth managers in the world - Rothschild & Co, Mirabaud, Rathbones and Cazenove Capital as reported by Spears in which 5 of the top ten wealth managers work for firms using our CLM systems.
Indian Startup LXME Featured in the Official Platinum Jubilee Pageant Commemorative Album
- 3 years 11 months ago
- Wealth Management
Setting an example of leading women empowerment in India, fintech startup LXME has been featured in the Official Platinum Jubilee Pageant Commemorative Album, released in the honour of Elizabeth II, the Queen of the United Kingdom. The prestigious Official Platinum Jubilee Pageant Commemorative Album charts the trials and triumphs of The Queen’s 70-year reign and also features a select number of outstanding individuals and organizations from... more
iBG Finance Announces Forthcoming Investment Portal Launch
- 3 years 11 months ago
- Wealth Management
Premier diversified wealth management platform iBG Finance has announced the impending launch of its iBG Investment Portal. A subsidiary of publicly traded Nevada blockchain, decentralized finance (DeFi), and cryptocurrency-focused investment company ICOA Inc. (OTC: ICOA), iBG Finance is on a mission to simplify blockchain investment for both crypto novices and seasoned traders new to the DeFi space. Its upcoming aggregator promises to do just... more
Wealth Dynamix Partners with Unblu Putting Clients at the Centre of Digital Strategy
- 3 years 11 months ago
- Wealth Management
Wealth Dynamix today announces they have partnered with Unblu to integrate their secured conversational multi-channel platform to Wealth Dynamix Client Lifecycle Management solutions offering new ways of engaging with HNW end clients.
Moneybox is Crowdcube’s Most Popular Crowdfunding Campaign this Year, with Over 15,000 People Investing £6.25Million in 72 Hours
- 3 years 11 months ago
- Wealth Management
After just 72 hours, award-winning digital wealth manager, Moneybox, has closed its second crowdfunding campaign. Over 3 days, more than 15,000 people invested over £6.25million in what is Crowdcube’s most popular crowdfunding campaign of the year so far. Moneybox now holds the record for the second and third most popular crowdfunding campaigns in Europe, ever!
Pello Capital Increases Customers by 3000% Following Zoho Partnership
- 3 years 11 months ago
- Wealth Management
Pello Capital is a wealth management and stockbroking firm, which revolutionised processes and services to vastly improve customer and employee experiences. The traditionally slow-moving industry is often hampered by antiquated technology which leaves it struggling to innovate. Since buying out the company in 2017, CEO Daniel Gee and his partner Nick Josh have modernised the company, turning the industry on its head, while driving fast growth... more
