Leading Tech Analyst Comments on M&G’s Appointment of Ignition Wealth to Develop a New Hybrid Advice Proposition
- 3 years 4 months ago
- Wealth Management
Ian McKenna, founder of AdviserSoftware.com and the Financial Technology Research Centre, comments on M&G’s appointment of Ignition Wealth to develop a new hybrid advice proposition: “This morning‘s announcement about M&G committing to a hybrid digital advice proposition is a significant win, not just for the two organisations, but for the whole digital advice, advice tech and fintech sector. M&G are the company that used to be known... more
Avaloq wins European Wealth Management Transaction Processing Solution Award for Excellence
- 3 years 4 months ago
- Wealth Management, Banking, Core Banking
Avaloq has won the prestigious Transaction Processing Solution category at The Ninth Annual WealthBriefing European Awards 2021. The firm was also highly recommended in the Innovative Use of Artificial Intelligence (AI) category.
Information Hub Launched to Track Adviser Software Offerings
- 3 years 4 months ago
- Management, Wealth Management, Financial, Technical
FTRC has today launched a dedicated information hub on AdviserSoftware.com – the ultimate destination for financial advisers, wealth managers, and mortgage brokers – providing advisers with a one-stop shop of everything they need to know about the technology available to them to better run their businesses.
NiyoX Equitas Digital Savings Account On-boards 100,000 Customers in 50 Days
- 3 years 5 months ago
- Wealth Management, Banking
NiyoX – a 2-in-1 wealth plus savings account powered by India’s leading digital banking fintech Niyo – on-boards 100,000 customers in less than two months of its launch. At a time when more than 80% of the country is under lockdown-like restrictions, the relevance and need of having a digital savings account has increased exponentially. NiyoX is on track to on-board 2 million customers by FY21-22.
Kidbrooke Partners with additiv to Meet Growing Demand for Financial Health and Pension Planning Tools
- 3 years 5 months ago
- APIs, Investment, Wealth Management, SaaS
Kidbrooke, a leading provider of financial analytics APIs, confirmed today that they are making their range of holistic financial planning and analytics solutions available to additiv customers on both their Software-as-a-Service and Embedded Finance models.
Commenting on the UK Eonomy Set to Achieve the Expected 7.25% Growth Forecast in 2021
- 3 years 5 months ago
- Wealth Management
Commenting on the UK economy set to achieve the expected 7.25% growth forecast in 2021, Rupert Thompson, Chief Investment Officer at Kingswood, said: “The UK economy held up better than expected during lockdown in the first quarter. GDP posted a 1.5% drop over the quarter as a whole but encouragingly grew a larger than expected 2.1% in March as the economy started to reopen. These numbers will bolster hopes that the economy will achieve the 7.25... more
SwissBorg Accelerates Growth and Selects OpenPayd’s Banking-as-a-Service Platform in Europe
- 3 years 5 months ago
- Wealth Management, Payments, e-Payments
OpenPayd, a leading global payments and banking-as-a-service (BaaS) platform for the digital economy, today announced it is working with SwissBorg, a cryptocurrency wealth management platform based on blockchain technology. OpenPayd’s platform enables SwissBorg to seamlessly embed a full suite of financial services into its user experience, driving increased processing speeds and reducing operational costs, to support further business growth.
EQ Investors Portfolios Now Risk Profiled on Dynamic Planner
- 3 years 5 months ago
- Asset Management, Investment Management, Wealth Management
Advice firms can now benefit from EQ Investors range of solutions being risk profiled on Dynamic Planner. EQ Investors (EQ) is an award-winning B Corp discretionary fund manager focused on sustainable and impact investing and has been running sustainable portfolios since 2012.
ikigai Launches First UK App to Combine Digital Banking and Wealth Management
- 3 years 7 months ago
- Personal Finance, Wealth Management, Banking
ikigai, the new premium fintech bringing self-care to personal finance, has today announced its official launch in the UK.
additiv Partners with Clarity AI to Bring Sustainability Insights and Capabilities to Wealth Managers
- 3 years 7 months ago
- Artificial Intelligence, Wealth Management
additiv, a leading SaaS provider to the wealth management industry, today announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth managers sustainability insights to build smarter portfolios, provide client support and comply easily with regulation.
BITA Risk Signs Charles Stanley as First 'BITA ESG Manager' Client
- 3 years 8 months ago
- Wealth Management
BITA Risk, part of corfinancial, announces that Charles Stanley, one of the UK’s leading wealth management firms, has signed up for the BITA ESG Manager application.
New CIO At Wealthify: Promotion For Head Of Investment Strategy, David Semmens As Founder, Michelle Pearce-Burke, Focuses On Growth In COO Role
- 3 years 8 months ago
- Investment Management, Wealth Management, People Moves
Wealthify, the multi-award-winning digital investment platform, today announces the appointment of David Semmens as Chief Investment Officer (CIO). Head of Investment Strategy since 2018, Semmens has been acting as Interim CIO since June 2020.
InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses
- 3 years 8 months ago
- Wealth Management, SaaS
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute two portfolio businesses, Finantix and Tegra118, into InvestCloud, creating a global Software... more
Temenos Extends Partnership with Schroders for Wealth Front Office
- 3 years 8 months ago
- Wealth Management
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business.
additiv Enables Financial Institution IT Teams to Build Their Own End-to-end Wealth Solution
- 3 years 9 months ago
- Wealth Management, SaaS
additiv, a leading SaaS provider to the wealth management industry, today launches Wealth Solution Builder; a new approach enabling banks and other financial institutions (FIs) to create their own WealthTech end-to-end solution and client journeys on top of an established foundation.
