Delio Recognised in WealthTech100 for Fifth Year Running
- 2 years 1 month ago
- Wealth Management
Delio, the fintech that digitises the private market strategies of leading financial institutions, has been named in Fintech Global’s WealthTech100 for the fifth successive year. The prestigious list recognises the most innovative technology solutions supporting the wealth, banking and asset management sectors, and is selected by a panel of industry experts and analysts.
PureFacts Announces Acquisition of Xtiva Financial Systems, Becoming the Most Complete Revenue Management Solution for the Wealth Management Industry
- 2 years 1 month ago
- Wealth Management
PureFacts Financial Solutions, a leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management sector, announced today that is has acquired Xtiva Financial Systems, Inc. (Xtiva), the global leader in sales performance and incentive compensation management software for the wealth management industry.
Thailand’s Kiatnakin Phatra Securities Selects Temenos to Advance its Wealth Management Platform
- 2 years 1 month ago
- Wealth Management
Temenos today announced that Kiatnakin Phatra Securities Plc., one of the leading financial institutions in Thailand for wealth management, has selected Temenos to advance its service platform.
Collaboration is Critical in Transforming the UK’s Property Market – PEXA
- 2 years 1 month ago
- Wealth Management
PEXA, the fintech behind the world’s first digital property exchange platform and process, has today confirmed a range of collaborations, as it continues to grow with a focus on making the remortgage, buying and selling process better for UK consumers.
Praxent Introduces Accelerator App, Helping WealthTechs Speed Time to Market
- 2 years 1 month ago
- Wealth Management
Praxent, a fintech product agency with more than two decades of experience, has launched its Accelerator App to help wealth techs expedite time to market. The offering includes pre-built functionality that allows wealthtech providers to launch a robo-advisor with less cost and more speed.
M&G Wealth Launches a Direct Digital Investment Service Platform with Moneyfarm
- 2 years 2 months ago
- Wealth Management
Moneyfarm, a leading digital wealth management company, has launched its first-ever ‘platform’ solution in the UK for M&G Wealth, called &me. The direct-to-customer platform is part of a £44 million investment round stake from M&G Wealth. Investors can access the platform through apps for android and iOS or in a web application.
FNZ Launches Transformative Benefits Package to Drive Diversity and Support Employees Globally
- 2 years 2 months ago
- Wealth Management
FNZ, the leading global wealth management platform, is delighted to announce the launch of a transformative global family leave benefits package for all employees and new recruits.
Eton Solutions Selects Singapore for its International Headquarters and Launches New Administrative Family Office Solution Worldwide
- 2 years 3 months ago
- Wealth Management
Eton Solutions, developer of the cloud-based AtlasFive® enterprise resource platform (ERP) for the family office of the future, today announced the launch of its Administrative Family Office solution and the establishment of its international headquarters in Singapore.
Navian Wins Best PropTech Prize at Nordic PropTech Awards 2023
- 2 years 3 months ago
- Wealth Management
Navian is thrilled to announce that the company has been awarded "Best PropTech in the category Invest & Finance" at the Nordic PropTech Awards 2023. This recognition is a tribute to Navian's unwavering commitment to revolutionising the real estate development industry with innovative services and technology solutions.
Globaleye Launches New Digital Platform to Revolutionize Wealth Management in UAE
- 2 years 3 months ago
- Wealth Management
International independent wealth advisory firm, Globaleye, today launched a new hybrid wealth management solution, offering both – digital-only and hybrid wealth advice. Globaleye 3.0 will address a gap within the region for efficient, highly personal, digital advice.
Indosuez Wealth Management Acquires a Majority Stake in Wealth Dynamix, a Fintech Specialising in Client Relationship Management for Private Banks
- 2 years 3 months ago
- Wealth Management
Today, Indosuez Wealth Management acquired 70% of Wealth Dynamics Ltd. (« Wealth Dynamix »), a fintech founded in 2012 that provides Client Lifecycle Management solutions to private banks, and wealth management and asset management firms worldwide.
FNZ Acquires YieldX, Accelerating Wealth Management Solutions Across the U.S. Market
- 2 years 3 months ago
- Wealth Management
FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed-income portfolio management technology, optimization services and direct indexing tools for the wealth management industry.
FNZ Appoints Group Chief People Officer to Further Strengthen its Global Leadership Team
- 2 years 4 months ago
- Wealth Management
FNZ, the leading global wealth management platform, has bolstered its global leadership team with the appointment of Renata Mrazova as Group Chief People Officer, based in Prague. In her new role, she will be focused on developing FNZ’s long-term people strategy, ensuring that the company continues to build the structure, talent and capabilities needed as it accelerates its mission of opening up wealth.
Bondsmith Becomes a Principal Member of the Visa Network to Introduce Neo Banking Capabilities for Wealth Management Firms
- 2 years 4 months ago
- Wealth Management
Bondsmith, the UK's leading provider of cash management and savings solutions to the wealth management industry, has become a principal member of Visa, a world leader in digital payments, to further its mission of improving the wealth management industry through embedded banking services.
