CICC Upgrades Wealth Management Strategy and Officially Launches “CICC Wealth Management” Brand
- 6 years 7 months ago
- Wealth Management
China International Capital Corporation Limited (CICC and “the Company”, 3908.HK) has just held the CICC Wealth Management Strategy Upgrade Conference 2019 in Shenzhen today under the theme of “Building Our Future through Partnerships, Achieving Life Goals to the Fullest” and announced the official launch of its wealth management brand “CICC Wealth Management”. More than 700 guests were invited, including government officials, regulatory... more
Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities
- 6 years 7 months ago
- Asset Management, Wealth Management, Banking, Data
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and Sisense, a leading platform for analytics builders, announced the incorporation of Sisense’s embedded data analytics into Broadridge’s revenue and expense management application.
Multi-Family Office Forthlane Partners Chooses d1g1t as its Enterprise Wealth Management Platform
- 6 years 7 months ago
- Management, Wealth Management
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics & risk management tools, today announced that Forthlane Partners has chosen d1g1t as its advisory platform to manage the entire wealth advisory life cycle. This will enable them to deliver exceptional advisory services, provide better client and business insights, and streamline business processes.
Objectway signs with vdk bank to enhance their advisory and portfolio management capabilities
- 6 years 7 months ago
- Asset Management, Investment Management, Wealth Management
Objectway, a leader in the Digital Wealth, Investment & Asset Management sector, and vdk bank announced today that they agreed to implement two components of Objectway’s WealthTech Suite: Portfolio Manager will provide portfolio management, branch-based advisory and execution-only capabilities; whilst Investor Portal will enable web apps for end-clients for self-directed investment management at a later stage.
Objectway at #79 in the 2019 IDC Fintech Rankings by IDC Financial Insights
- 6 years 8 months ago
- Asset Management, Wealth Management
Objectway, a leading provider in the Digital Wealth, Investment & Asset Management sector, announced they have ranked #79 on the 2019 IDC FinTech Rankings. This is the fifth consecutive year Objectway have appeared on this prestigious list. The Fortune 500-style ranking categorises and evaluates the top global providers of financial technology based on calendar year revenues from financial institutions.
Finantix Continues Global Expansion by Further Growing Swiss Presence
- 6 years 8 months ago
- Wealth Management, Banking, Financial, People Moves
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, has appointed Jérôme Vasamillet to further grow its presence in Switzerland.
Objectway recognised by Client as a key player in reporting solution delivering a better client experience
- 6 years 8 months ago
- Asset Management, Investment Management, Wealth Management
Objectway achieved recognition from Celent, the renowned research and advisory firm focused on financial services technology, as a key player in the report Client Reporting: the shift in delivery from low-value data to high-value information.
Brewin Dolphin launches ‘MyBrewin’ client app on Apple & Android stores
- 6 years 8 months ago
- Wealth Management
Brewin Dolphin, one of the UK’s leading wealth managers, has launched it’s ‘MyBrewin app’. This new app is an extension of the current MyBrewin online client portal. The client app has been made available both on the iPhone and Apple Watch and Android-based devices, and will provide Brewin Dolphin clients with instant access to current information about their portfolios, asset allocation and performance.
Dolfin Appointed Richard Webb as Head of Technology
- 6 years 10 months ago
- Wealth Management
Dolfin, an independent and agile wealth management platform, has appointed Richard Webb as Head of Technology. In the newly created role, Webb will oversee Dolfin’s technology and infrastructure strategy and lead the development of its digital wealth management offering.
JHC announces Neon partnership with Optiva Securities
- 6 years 10 months ago
- Trading Systems, Management, Wealth Management
Wealth management fintech firm, JHC Systems (JHC) has today announced that Optiva Securities is implementing JHC Neon (Neon) in a drive to increase control and transparency. The deal follows JHC’s recently announced partnership which makes Neon available for clients of Jarvis Investment Management (Jarvis).
FIS Powers Payment Services for Australia’s All-Digital Volt Bank
- 6 years 10 months ago
- Asset Management, Investment Management, Wealth Management, Payments, Banking
Volt Bank, the first of a wave of new digital providers to be granted a banking license in Australia, has chosen technology and services from FIS (NYSE: FIS) to power its mobile and card payment services. FIS, a leader in financial services technology, will provide Volt Bank with processing services for its credit card and mobile payments products. FIS will also provide solutions for risk and compliance management as well as treasury management.
Finantix targets Japanese and South Korean markets as it establishes Tokyo-based team
- 6 years 10 months ago
- Investment Management, Wealth Management, Private Banking
Finantix, a leading supplier of transformational software to the wealth management, insurance and private banking industries globally, has appointed Haruka Homma as its Country Manager for Japan and South Korea. This role is in response to the growing client demand for digital technologies in wealth management and will further drive the company’s strategic expansion in the APAC region.
FNZ Acquires Leading Wealth Management Software Firm JHC
- 6 years 10 months ago
- Management, Wealth Management
FNZ, the global financial technology company, has acquired JHC Systems Ltd (JHC), a leading UK-based provider of platform software to the wealth management industry. As well as realising significant synergy opportunities, the acquisition results in the combined group becoming one of the top broking platforms in the UK, by bringing together FNZ’s and JHC’s respective existing customers in this market.
Rosecut launches offering to manage wealth of under-serviced £3.2 trillion ‘middle market’
- 6 years 10 months ago
- Management, Wealth Management
Rosecut, the wealth management platform powered by artificial intelligence, has launched to meet the needs of affluent ‘middle-market’ investors abandoned by traditional wealth managers and private banks. Combining learning algorithms and human insight, Rosecut provides fast, informed and bespoke investment focused financial advice, whilst keeping fees lower for the investor.
JHC and Ortec Finance Announce Partnership to Provide OPAL
- 6 years 10 months ago
- Management, Wealth Management
Wealth management fintech firm, JHC Systems (JHC), and Dutch based Ortec Finance have announced today that they will be partnering to provide OPAL, a leading software solution for global financial institutions offering goal-based financial planning models, as a component to JHC’s market leading Digital Wealth Platform.
