Swiss AlgoTrader AG among the Top 100 WealthTech companies globally
- 3 years 11 months ago
- Wealth Management
As the leading Swiss platform services provider for fully-integrated and automated quantitative trading and trade execution, for both traditional and digital assets, we are pleased to be among the TOP 100 WealthTech companies 2020 from across the globe.
Avaloq named a Leader in Everest Group’s 2020 Wealth Management PEAK Matrix® Assessment
- 3 years 12 months ago
- Wealth Management
Avaloq has been named a Leader in the Wealth Management Operations Services PEAK Matrix® Assessment 2020 by Everest Group. The assessment, an objective, industry-recognized evaluation of technology companies in the wealth management space, is used by financial services institutions to make critical decisions about global services providers.
additiv enables wealth managers to get ahead of the coronavirus crisis
- 4 years 3 days ago
- Wealth Management
additiv, a leading SaaS provider to the wealth management industry, today launches an industry first: a rapid, risk-free route to digital wealth management. The KickStarter TM solution comes at a time when the industry needs it most. Digitization has been gradually impacting the wealth management industry, but as a result of the current pandemic, the speed of change has suddenly accelerated. Customers are demanding the best possible digital... more
Acumennet ready to support LIBOR discontinuation with new modules
- 4 years 5 days ago
- Wealth Management, Compliance
Profile Software, an international financial solutions provider announced today, that Login’s Acumennet Treasury Management platform already accommodates the orderly transition away from LIBOR that is about to affect Treasury departments by 2021. Through continuous investments in designing innovative solutions, Profile and Login have been proactive to accommodate the upcoming change by enriching Acumennet with the functionality necessary for... more
Global banking technology leader Avaloq to reach net zero emissions by Q3 2020
- 4 years 1 week ago
- Wealth Management, Banking
Avaloq, a global leader in digital banking solutions and wealth management technology, is on track to reach net zero emissions by the third quarter of this year, one of a number of significant targets the firm is announcing as part of its first CSR programme. Avaloq is also on track to be using 100% renewable energy for its global operations by Q3 as it looks to lead the financial technology sector in its approach to climate change and meeting... more
7Q Financial Services went live with Axia Wealth & Fund Management
- 4 years 1 week ago
- Wealth Management
Profile Software, a leading financial solutions provider, announced today that 7Q Financial Services, a Nicosia-based Investment Firm, specialising in asset management, went live with Axia Wealth & Fund Management solution, to comprehensively address its fund management requirements and support its investment activities in the most automated manner.
WealthTech startup InvestSuite raises €2 million
- 4 years 2 weeks ago
- Investment, Wealth Management
InvestSuite announces that it has raised a seed extension round led by PMV with participation from existing and new business angels, management and employees. This €2 million is bringing its total funding since its start in June 2018 to €6 million. Bart Vanhaeren, CEO and co-founder of InvestSuite states that, “This funding enables InvestSuite to expand its market reach and products, grow the team and bring unparalleled innovations to... more
“2020 5th Global Asset Allocation Focus” will be held in Shanghai in June
- 4 years 2 weeks 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
- 4 years 2 weeks 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
- 4 years 3 weeks 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
- 4 years 3 weeks 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
- 4 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
- 4 years 1 month 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
- 4 years 1 month 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
- 4 years 1 month 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
