FNZ Completes Acquisition of Luxembourg-based B2B Fund Platform ifsam to Strengthen Global Proposition
- 1 year 3 months ago
- Wealth Management
FNZ, the global wealth management platform, has completed the acquisition of ifsam, International Fund Services & Asset Management S.A., a business-to-business (B2B) fund platform based in Luxembourg following regulatory approval. The acquisition further strengthens FNZ’s global proposition for both asset managers and distributors, adding advanced product, research, data, and service solutions to its existing end-to-end wealth management... more
Iress Xplan to Underpin Mattioli Woods’ Transformation
- 1 year 3 months ago
- Wealth Management
Iress has today announced it has been selected by Mattioli Woods Plc as its service and technology partner to support future growth. Iress’ advice software Xplan will be deployed across the whole of Mattioli Woods wealth management business, including employee benefits. A phased implementation is well underway, with nine offices having migrated onto Xplan since June this year with the final office to complete in 2024.
WealthArc and ZeroLink are Transforming Wealth Management with Artificial Intelligence
- 1 year 3 months ago
- Artificial Intelligence, Machine Learning, Wealth Management
WealthArc, a Swiss-born global wealth data management solution provider, has partnered with ZeroLink, a pioneering company in neurosymbolic KGQA technology, to develop WealthArc AI & Analytics – a cutting-edge machine learning-powered “Chat with your data” service tailored for the wealth management space.
Liberum Wealth implements Axia Custody Solution
- 1 year 6 months ago
- Wealth Management
Profile, a leading financial solutions provider, has announced today the implementation of the Axia Custody solution at
Infront Launches New Wealth Portal Solution in Germany and Switzerland
- 1 year 6 months ago
- Wealth Management
Infront, a leading provider of wealth management solutions, is now offering a web-based solution for end customers of wealth managers in Germany and Switzerland. The Wealth Portal is a modern platform that allows banks and wealth managers to provide their clients online access to investment information, evaluations, and documents anytime, anywhere. The new web-based solution can be used seamlessly across both mobile devices and desktop.
PIMFA WealthTech Partners with WealthOS in Latest Tech Sprint Targeting the Client Onboarding Process
- 1 year 6 months ago
- Wealth Management
PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, and WealthOS, the operating system for digital wealth management, a leading financial technology company, today (16 October 2023) invite FinTechs to participate in a new Tech Sprint to meet a challenge focused on digitising and automating the client onboarding process.
MoneyMasters Limited Goes Live with Axia Suite by Profile Software
- 1 year 7 months ago
- Wealth Management
Profile, a leading financial solutions provider, has announced today that MoneyMasters Limited has gone live with
PIMFA WealthTech Partners with NayaOne to Launch Client Analytics & Profiling Tech Sprint
- 1 year 7 months ago
- Wealth Management
PIMFA WealthTech, the market network and technology platform created to bring together the FinTech and Wealth and Investment Management sectors, and NayaOne, a leading financial technology company today (20 September 2023) invite FinTechs to participate in a new Tech Sprint to meet a challenge focused on industry-wide client analytics and profiling.
Coinstore Launches Wealth Management Solution ‘EARN’ for Users Across the Globe at a Grand Event in Singapore
- 1 year 8 months ago
- Wealth Management
Global crypto exchange, Coinstore, announced today, the launch of its wealth management solution ‘EARN’ for users across the globe. Coinstore EARN provides a lucrative opportunity to users and institutions to earn passive income from their digital assets by providing high annual percentage yields. EARN is developed by Coinstore’s expert quant team and is seamlessly integrated into the Coinstore ecosystem, providing a wider range of token... more
PIMFA Wealth Tech and Morningstar Announce Results of Tech Sprint Ahead of New Programme of Industry Tech Challenges
- 1 year 8 months ago
- Wealth Management
PIMFA WealthTech, the FinTech platform and digital market network created to drive innovation and enhance collaboration between FinTechs and the Wealth Management sector, in association with Morningstar, have announced the results of their first collaboration. Morningstar and PIMFA’s tech sprint – ‘the Duty of Care Tech Challenge’ - was designed to challenge FinTechs to develop solutions to help Wealth Management Firms and Advisers navigate the... more
Allfunds Signs a Strategic Agreement with BCC Iccrea Group to Acquire the Local Paying Agent Business of Iccrea Banca
- 1 year 9 months ago
- Wealth Management
Allfunds Group plc (“Allfunds” or “the Company”), one of the world’s leading B2B WealthTech platforms for the fund industry, offering fully integrated solutions for both fund houses and distributors, and Iccrea Banca have signed today a Memorandum of Understanding by which Allfunds will acquire Iccrea Banca’s local paying agent business (Banca Corrispondente e Banca Agente), with a related exclusivity agreement.
Prelios Partners with Mia-Platform in Accelerating the Delivery of New Digital Property Valuation Services
- 1 year 9 months ago
- Wealth Management
Prelios, a leading alternative asset management specialist, has announced a new partnership with end-to-end platform builder Mia-Platform to accelerate the delivery of specialist tools for digitised real estate valuations.
Wealth Access Named a Finalist for the WealthManagement.com 2023 Industry Awards in Four Categories
- 1 year 10 months ago
- Wealth Management
Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the“Wealthies”) for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and Document Management.
Unblu and Objectway Partner to Enhance Digital Customer Experience for Wealth Firms
- 1 year 10 months ago
- Wealth Management
Unblu, a leading Conversational Engagement Platform, and Objectway, a top 100 global provider of as-a-service software and services for financial institutions, have announced a strategic partnership to enable wealth and investment firms to build more successful, effective and profitable client relationships.
