Franklin Templeton Launches Private Model Portfolios With Corastone to Help Advisors Access Private Markets
- 6 days 23 hours ago
- Wealth Management
Franklin Templeton, a global investment leader, today announced the launch of its Private Markets Model Portfolios, developed in collaboration with Corastone, a digital infrastructure platform and permissioned blockchain network designed to streamline, automate, and scale private market investments. The Private Markets Model Portfolios are designed to help financial advisors more efficiently incorporate private market investments within a... more
Sarwa Reaches $1B in Client Assets, a First for a Homegrown UAE Fintech
- 1 week 1 day ago
- Wealth Management
Sarwa, one of the GCC’s leading investment and personal finance platforms, recently crossed $1 billion in client assets under management, making it the first GCC-made fintech to achieve this milestone. The achievement, reached amid the broader region’s geopolitical uncertainty, signals a resilience for the UAE's financial infrastructure. Sarwa’s $1 billion mark underscores the ways retail investors in the UAE are actively shaping the next phase... more
RedBlack Integrates With CAIS to Streamline Alternatives Placements and Portfolio Management
- 1 week 5 days ago
- Wealth Management
RedBlack, a leading provider of wealth technology and outsourced advisor services, today announced an integration with CAIS, the leading alternative investment platform for independent financial advisors, that unifies alternatives trading and portfolio management into a single, streamlined workflow. The integration enables advisors to access, allocate and manage alternative investments directly from RedBlack’s platform, removing operational... more
78% Now Use AI for Investment Information, BridgeWise Global Study Finds
- 1 month 2 days ago
- Wealth Management
BridgeWise, the leading wealth AI provider, announced today the release of its inaugural State of AI for Wealth in 2026 report, a global study of 2,100 respondents across 19 countries. The research confirms that AI adoption has passed a definitive tipping point, with 78.3% of respondents globally already using AI tools for investment-related queries, with nearly half (45.7%) emerging as power users, consulting AI “always” or “often” when seeking... more
CMB Monaco Becomes First to Go Live on Avaloq and BlackRock Aladdin’s Integrated Wealth Platform, Accelerating Digital Transformation of International Private Banking
- 1 month 2 weeks ago
- Wealth Management
Monaco-based private bank CMB Monaco has migrated its operations to the integrated technology platform consisting of Avaloq and Aladdin Wealth™, streamlining the bank’s entire value chain across the front, middle and back office. This milestone marks a significant step in CMB Monaco’s digital transformation, strengthening operational efficiency, enhancing service quality and supporting the expansion of its international private banking business.
FNZ Launches New Premium Service Proposition FNZ Select
- 1 month 2 weeks ago
- Wealth Management
FNZ, the global wealth management platform, has launched FNZ Select, a new premium service proposition providing clients with enhanced service levels, advanced capabilities and additional platform support. This forms part of a tiered approach to partnering with clients globally.
Redwood Launches Improvements to Commercial and Residential Investment Products
- 2 months 1 week ago
- Wealth Management
Redwood has reduced its interest rates on loans up to 60% LTV. It has also increased its maximum portfolio loan to £10m across both residential investment and commercial deals, and has extended commercial interest only terms to 20 years. The changes are designed to support affordability and improve deal structuring flexibility for brokers operating in an increasingly competitive market.
Orange Investment Advisors Successfully Implements Clearwater Analytics to Modernize Front-to-Back Investment Operations
- 2 months 1 week ago
- Wealth Management
Clearwater Analytics , the most comprehensive technology platform for investment management, today announced at InvestOps 2026 that Orange Investment Advisors, a credit-focused investment manager, has successfully implemented Enfusion by CWAN (Enfusion) to modernize its front-to-back investment operations across its structured credit portfolio.
WealthAi and Stratiphy Partner to Deliver AI-Driven Portfolio Solutions for Asset Managers and Family Offices
- 2 months 1 week ago
- Wealth Management
WealthAi, the first AI-driven operating system (OS) designed specifically for wealth managers, family offices and private banks, has partnered with wealth management platform Stratiphy to make Stratiphy’s managed portfolio services available directly through the WealthAi platform.
European Wealth Management Has a Execution Problem. The WealthTech Radar 2026 Names It
- 2 months 2 weeks ago
- Wealth Management
Strategy is no longer enough. Supervisors want evidence. Clients expect systems that simply work. And the $90.5 trillion in global HNWI wealth sitting on the table makes the cost of inaction very real.
Syfe Becomes First WealthTech Partner to Launch J.P. Morgan Asset Management Active ETF Strategy for Singapore Investors
- 2 months 3 weeks ago
- Wealth Management
Syfe, Asia-Pacific’s leading digital wealth platform with well over US$10 billion in assets under management (AUM), today announced a strategic collaboration with J.P. Morgan Asset Management (JPMAM), the world’s largest active ETF manager1. The collaboration marks the first time a digital wealth platform in Singapore will offer JPMAM’s institutional active ETF strategy, available on the Syfe platform as the Equity Alpha portfolio powered by J.P... more
BridgeWise Acquires Context Analytics to Pioneer End-to-End Wealth-Native Intelligence
- 3 months 18 hours ago
- Wealth Management
BridgeWise, the global leader in AI for wealth, today announced the acquisition of Chicago-based Context Analytics, the top AI-powered alternative data processing company, used by tier-one financial firms including S&P Global Market Intelligence.
iAltA Expands with BridgeFT Acquisition
- 3 months 2 weeks ago
- Wealth Management
iAltA Holdings, the WestCap-backed private markets infrastructure company, today announced the acquisition of BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients.
Pave Finance Integrates with Fidelity to Automate Wealth Management for RIAs
- 3 months 3 weeks ago
- Wealth Management
Pave Finance, Inc. (“Pave”), the next-generation wealth management platform, has today announced its integration with Fidelity, one of the world’s largest registered investment advisory custodians and retail brokerage firms. Through this integration, registered investment advisors (RIAs) will be able to connect their Fidelity client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a... more
Wealth Managers Are Confusing Themselves With Too Much Technology
- 5 months 4 weeks ago
- Wealth Management
Wealth managers are confusing themselves by relying on too many technology systems, according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
