JHC Neon signs Ireland’s largest wealth manager
- 6 years 6 months ago
- Wealth Management
Wealth management fintech firm JHC Systems (JHC) has today announced that Davy Private Clients has implemented its digital portfolio monitoring tool, JHC Neon (Neon), for its Portfolio Construction Team. Neon will automatically monitor and analyse every client portfolio daily in order to assess all positions, asset allocations and risk profiles within the team’s investment models. Through the system’s unique digital dashboard, Davy will have... more
d1g1t Secures Series A Round to Fund the Growth of its Enterprise Wealth Management Platform
- 6 years 6 months ago
- Wealth Management
d1g1t Inc., the enterprise financial technology company serving the wealth management industry, announced today that it has closed its second round, Series A financing to fund the continued growth of its enterprise digital wealth management platform. Powered by advanced analytics and risk management tools, the d1g1t platform offers transparent portfolio management services to professional advisors and their individual investors.
Fusion Wealth Expands Relationship with SEI
- 6 years 6 months ago
- Wealth Management
Fusion Wealth, the bespoke platform solutions provider for wealth managers and large-scale financial planners, has extended its existing long-term relationship with SEI (NASDAQ:SEIC) through a new deal that will see the pair work together until at least 2025.
Personal wealth platform launches in the UK, eyeing off 27 million households to help financial advisers attract and retain clients
- 6 years 6 months ago
- Wealth Management
A leading wealth portal, myprosperity today launched its platform in the United Kingdom, eyeing off a market opportunity of around 27 million households as it gears up to help Brits better manage their finances and provide advisers with the tools to attract and retain clients. The platform, which has experienced sizeable growth in its home market, Australia, now sees the UK as its next significant opportunity, especially given the openness... more
Fenergo Expands into Private Banking and Wealth Management
- 6 years 6 months ago
- Wealth Management, Banking
Fenergo, the leading provider of Client Lifecycle Management solutions (CLM) and services for financial institutions, has announced its expansion into Private Banking and Wealth Management, with the creation of a new division lead by Steve D’Souza.
Broadridge and UBS Americas to Redefine Wealth Management Technology in North America
- 6 years 6 months ago
- Wealth Management
Broadridge Financial Solutions, Inc., the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will solve a key financial services challenge by creating a modern, industry-level wealth management best-in-class technology solution.
Profile was shortlisted in 4 categories at the WealthBriefing GCC Region Awards 2018
- 6 years 7 months ago
- Transaction Banking, Wealth Management
Profile Software, an international financial solutions provider, announced today that it has been shortlisted at the WealthBriefing GCC Region Awards 2018 under the categories “Front Office Solution”, “Portfolio Management”, “Onboarding” and “Innovative Fintech Solution”. These distinctions highlight Profile’s commitment to delivering truly innovative and client-centric Wealth Management platforms that help firms accelerate their operations,... more
Avaloq highlighted in Aite report for exemplary delivery of digital advisory solution
- 6 years 7 months ago
- Wealth Management
A recent report of leading research house Aite on the digitization of the wealth management sector, Wealth Portfolio Suites Turn to Digital Advisory: Early Risers, has highlighted Avaloq in the fast-growing digital advisory market for its educational value in client communication. The impact note from Aite looks at the new generation of wealth management solutions and the impact that demand for digital advisory is having on the core... more
Profile Software at AM TECH DAY by L’Agefi as a Silver Sponsor in Paris
- 6 years 7 months ago
- Asset Management, Wealth Management
Profile Software, an international financial solutions provider, announced today its participation as a Silver Sponsor at the Wealth and Asset Management-focused event, “AM TECH DAY by L’Agefi”, taking place on 17 October 2018 in Paris, showcasing its pioneering and award-winning Investment Management solutions.
Profile received new distinctions for outstanding performance of its innovative and client-centric FinTech solutions
- 6 years 8 months ago
- Wealth Management
Profile Software, an international FinTech solutions provider, announced today that during the past quarter it has been recognised by internationally well-established publications and research firms for its outstanding performance in delivering robust and client-centric FinTech solutions to the modern Wealth Management and Banking sectors that offer added value to both professionals and their clients.
Apiax Unveils New RegTech Tax Product
- 6 years 8 months ago
- Wealth Management, Regulatory Standards
Zurich-based RegTech startup Apiax’ new product allows banks and asset managers to factor the tax impact of financial instruments into their investment recommendations.
B21 Launches B21Life, an Interactive Community and Education App for Cryptocurrency Investors
- 6 years 8 months ago
- Wealth Management, Cryptocurrencies
B21, the first personal wealth manager exclusively for crypto assets, announced today the launch of its free, interactive B21Life mobile app for Android and iOS. The first app to go live from B21, B21Life educates newcomers about cryptocurrencies, the technology behind them, and the investment process.
Miles Software Enters Into Strategic Partnership With State Bank of Mauritius Group to Launch MoneyWare Across the Bank and the NBFC
- 6 years 9 months ago
- Asset Management, Custody, Wealth Management
Miles Software, the Global Fintech giant in the Wealth, Asset, Portfolio management and Custody business, today announced the strategic partnership with SBM Bank (Mauritius) Ltd (SBM) and SBM (NBFC) Holdings Ltd to launch their flagship technology platform, MoneyWare, across the bank and the NBFC.
Newly Approved Target-Date Retirement Funds to Become Available on Ant Fortune Platform
- 6 years 9 months ago
- Wealth Management
Ant Financial Services Group (“Ant Financial” or “the Company”) today announced that 14 newly approved target-date retirement funds will be made available on the Company’s wealth management platform, Ant Fortune.
Merrill Lynch Wealth Management Selects FactSet as Primary Market Data provider for all Financial Advisors
- 6 years 9 months ago
- Wealth Management
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today announced it has been selected to be the primary market data provider for Merrill Lynch Wealth Management. Starting later this year, FactSet will deploy its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch.
