“2020 5th Global Asset Allocation Focus” will be held in Shanghai in June
- 5 years 1 month ago
- Asset Management, Wealth Management
Global Asset Allocation Focus 2020 (hereinafter referred as GAAF2020), founded in 2016. With a four-year proven-track record, GAAF2020 will invite more than 500 participants from more than 10 countries, who are mainly senior executives from private banking, family office, independent wealth, asset management, funds, securities, trusts, insurance, futures, etc. GAAF2020 will invite 40+ speakers to share their insights on the theme of "Chinese... more
Finantix named as a Strong Performer in Digital Wealth Management Platforms Q1 2020 Evaluation
- 5 years 1 month ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, has been named a Strong Performer by Forrester in its report, The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020.
Aire opens up insight service to help lenders keep pace with financial uncertainty
- 5 years 1 month ago
- Risk Management, Wealth Management
Aire, the credit insight service, today announced that it is offering free access to its range of real-time credit information services for a period of three months, to help lenders identify and engage with struggling consumers during the unfolding Coronavirus crisis.
Finantix reveals findings of second part of ongoing market research on the future of wealth management
- 5 years 1 month ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, in collaboration with WealthBriefing, today published Defining - and Delivering - Personalised Client Engagement, part two in an ongoing series of research into the future of wealth management.
BITA Risk wins Best Compliance Solution at Family Wealth Report Award in New York
- 5 years 1 month ago
- Risk Management, Wealth Management
BITA Risk part of corfinancial, a leading provider of specialist software and services to the financial services sector, announces today that it has triumphed at the Seventh Annual Family Wealth Report Awards, winning the prestigious Best Compliance Solution Award.
DriveWealth Forges First Partnership in Middle East and North Africa Region with UAE-Based Wealthface
- 5 years 2 months ago
- Trading Systems, Wealth Management
DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced today a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing the firm’s technology and brokerage execution services to one of the region’s first investment robo-advisors.
Finantix acquires InCube, a Swiss AI and data science company dedicated to wealth management and insurance
- 5 years 2 months 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
- 5 years 2 months 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
- 5 years 2 months 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
- 5 years 2 months 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
- 5 years 2 months 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
- 5 years 3 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
- 5 years 3 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
- 5 years 3 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
- 5 years 3 months ago
- Wealth Management
Citi's consumer business has introduced a digital wealth investment tool for clients with as little as $1500 to invest.
