Liberum Wealth implements Axia Custody Solution
- 10 months 9 hours 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
- 10 months 1 day 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
- 10 months 3 days 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
- 10 months 4 weeks 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
- 10 months 4 weeks 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
- 11 months 1 week 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
- 11 months 1 week 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 2 weeks 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.
Prelios Partners with Mia-Platform in Accelerating the Delivery of New Digital Property Valuation Services
- 1 year 4 weeks ago
- Wealth Management
Prelios, a leading alternative asset management specialist, has announced a new partnership with end-to-end platform builder Mia-Platform to accelerate the delivery of specialist tools for digitised real estate valuations.
Wealth Access Named a Finalist for the WealthManagement.com 2023 Industry Awards in Four Categories
- 1 year 1 month ago
- Wealth Management
Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the“Wealthies”) for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and Document Management.
Unblu and Objectway Partner to Enhance Digital Customer Experience for Wealth Firms
- 1 year 1 month ago
- Wealth Management
Unblu, a leading Conversational Engagement Platform, and Objectway, a top 100 global provider of as-a-service software and services for financial institutions, have announced a strategic partnership to enable wealth and investment firms to build more successful, effective and profitable client relationships.
Blackrock and Avaloq Unveil Strategic Partnership to Provide Integrated Technology Solutions, Meeting Evolving Needs of Wealth Managers
- 1 year 2 months ago
- Wealth Management
Avaloq, a subsidiary of NEC Corporation, and BlackRock, through its Aladdin Wealth business, have formed a strategic partnership aimed at enhancing their investment technology solutions for wealth managers and private banks. As part of the strategic partnership, BlackRock is making a minority investment in Avaloq.
PureFacts to Help Power BNY Mellon Pershing X’s Wealth Management Platform Wove for Advisors
- 1 year 2 months ago
- Wealth Management
PureFacts Financial Solutions, a leader in revenue management solutions for the investment management industry, today announced that its fee and billing calculation engine will be added to the Wove wealth management platform of Pershing X, a technology provider and new business unit of BNY Mellon.
WealthForce.AI Powered by eMACH.ai Wins Big at WealthBriefingAsia Awards 2023
- 1 year 2 months ago
- Wealth Management
IntellectAI, the WealthTech and Insurtech of Intellect Design Arena driven by advanced AI-led solutions, has been chosen as the winner in the "Artificial Intelligence (AI) Application (Pan-Asia)" category at the 11th Annual WealthBriefingAsia Awards 2023. The annual WealthbriefingAsia Awards program recognises the outstanding organisations in Asia Pacific and India, which an elite panel of independent judges deemed to have ‘demonstrated... more
