Wealth Managers are Dissatisfied or Indifferent to Their Technology – Avaloq Research
- 9 months 3 weeks ago
- Wealth Management
The majority of wealth managers are either dissatisfied with or indifferent to their current technology systems according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
WiseAlpha Expands into the Banking and Wealth Trading Solutions Arena
- 9 months 4 weeks ago
- Wealth Management
WiseAlpha, the first company to invent fractional bonds, has announced a new wealth management portal and white-label solution, making it easier than ever for wealth managers to give clients access to fractional bonds.
2023 Spending Decoded: Klarna's Money Story Guides Smarter Budgeting
- 10 months 16 hours ago
- Personal Finance, Wealth Management
Klarna, the AI-powered global payments network, and shopping assistant, is bringing back Money Story in the Klarna App, revealing consumers’ personal spending summaries of 2023. How did you decide to spend your hard-earned cash, and what can you learn from it for the new year? Money Story offers a snapshot of your spending patterns while inspiring new ways to budget, save, and shop smarter.
FNZ Completes Acquisition of Luxembourg-based B2B Fund Platform ifsam to Strengthen Global Proposition
- 10 months 1 week 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
- 10 months 1 week 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
- 10 months 1 week 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 1 month 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 1 month 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 1 month 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 2 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 2 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 2 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 2 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 4 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.
