SIX Launches Tax Efficiency Tool for Wealth and Asset Management
- 4 years 10 months ago
- Asset Management, Wealth Management, Data
SIX today launches “SIX Tax Score®”, designed to analyse the tax consequences of financial products, available to banks, wealth managers and asset managers in the form of a benchmark covering Swiss, UK and French tax jurisdictions.
Refinitiv Wealth Management brings Enhanced Scale to AssetMark’s Platform for Financial Advisors
- 4 years 10 months ago
- Wealth Management
Refinitiv today announces a new collaboration with AssetMark, a leading provider of Wealth Management and technology solutions, to bring added resource, scale and innovation to AssetMark through the Refinitiv BETA platform. The alliance further demonstrates Refinitiv’s commitment to the Wealth Management industry by supporting AssetMark’s ongoing mission to evolve its solutions and services to meet the ever-changing needs of financial advisors... more
Wealth Managers Need to ‘democratize’ Their Services to Thrive in the Hyper-Personalized, Digital Banking Era, Warns Avaloq
- 4 years 10 months ago
- Wealth Management
Wealth managers and private banks need to ‘democratize’ their service and product offerings to a wider audience of affluent clients to compete and grow in the new hyper-digital world. If firms do not democratize their proposition, they risk losing market share and failing to capitalise on the profound, digital-led transformation of the sector. The finding comes from global tech leader Avaloq in a major new sector report, Democratization of... more
Refinitiv Wealth Management to Power Trading Central’s Market Buzz Platform With Reuters news and Refinitiv Digital Analytics
- 4 years 11 months ago
- Trading Systems, Wealth Management, Data
Refinitiv today announced a strategic agreement with Trading Central for the provision of Reuters digital news and Refinitiv analytics capabilities to disruptive news portal, TC Market Buzz. TC Market Buzz is a news curation application for Wealth Management firms helping to modernize and differentiate digital investor portals by tackling information overload and focusing on the delivery of a consolidated view of news trends beyond the noise.
Synechron and InvestSuite Partner to Enable Digital Wealth Management Solutions for Financial Services Organisations
- 4 years 11 months ago
- Wealth Management
Synechron Inc., a leading Digital Consulting firm for financial services, today announced a strategic partnership with InvestSuite, the Belgium-based fintech company. Both companies have an exclusive focus on financial services and are helping banks, brokers, wealth managers and other financial institutions serve their clients better with modern digital investment solutions.
Moneyfarm Reports Steady Growth Despite Volatile Investment Market
- 4 years 11 months ago
- Wealth Management
Moneyfarm, Europe’s leading digital wealth manager, today reports steady year-on-year growth in revenues, up from £1.61 million in 2018 to £2.72 million in 2019, while pre-tax losses have fallen. Bolstered by the financial backing from Allianz Asset Management and Poste Italiane in its latest series C funding round last year, Moneyfarm has invested heavily in its advice offering and has continued to expand its customer base through innovative... more
Citibank Introduces "Move Money to Citi" Mobile Banking Service Providing a One-Stop Digital Wealth Management Service
- 4 years 11 months ago
- Wealth Management, Banking
In view of increased client need for wealth management via digital channels, Citibank has long been devoted to bringing innovative banking experiences to clients. "Move Money to Citi" service was recently launched in the Citi Mobile® App to facilitate real-time money transfer from accounts at other banks to Citibank accounts upon registration.
Bankia Accelerates Democratization of Wealth Management With Avaloq
- 4 years 11 months ago
- Wealth Management
Bankia, the fourth largest financial institution in Spain¹, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client.
Avaloq Creates New Global Business Consulting Function to Complement Its Client Offering
- 4 years 12 months ago
- Wealth Management, Banking, People Moves
Alain Gloden has been appointed as Global Head of Business Consulting to lead the company’s newly launched service. He is based in Zurich and reports to Paco Hauser, Avaloq’s Group Head of Markets.
Refinitiv acquires Advisor Software Inc. further expanding its digital capabilities for the wealth management industry
- 5 years 1 week 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.
Refinitiv acquires Advisor Software Inc. further expanding its digital capabilities for the wealth management industry
- 5 years 1 week 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 1 week 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 2 weeks 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 3 weeks 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 1 month 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.
