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 9 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 9 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 10 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 10 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.
Former J.P. Morgan Leadership Team Launches Wealth Management Platform Vestrata
- 3 years 11 months ago
- Wealth Management
Vestrata, a fintech company providing integrated investment solutions, has launched today. The business is led by one of the most experienced teams ever assembled by a start-up in this space and has completed a US$4 million investment round to bring its innovative proposition to the wealth management and private banking sector.
Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop
- 3 years 11 months ago
- Wealth Management
Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Chelmer, a pioneer wealth technology firm, today celebrated the culmination of a two-year relationship that saw the firms realize the industry’
KBC Securities Services Selects Objectway for Smart Digital Client Onboarding for Independent Wealth Managers
- 3 years 11 months ago
- Wealth Management
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios.
YouGov, TrueLayer Research Reveals 5 Payments Trends Impacting Digital Wealth Management
- 3 years 11 months ago
- Wealth Management, Payments
TrueLayer, the leading technology company building financial infrastructure that’s open to everyone, today revealed the results of its latest research, produced in association with YouGov, into the payments trends shaping the wealthtech market.
IQ-EQ’s Funds and Private Wealth Segments Recognised with Simultaneous International Award Wins
- 3 years 11 months ago
- Wealth Management
Leading global investor services group IQ-EQ has achieved simultaneous recognition for two of its core service segments, Funds and Private Wealth, with wins in both the 2020 Funds Europe Awards and Citywealth Magic Circle Awards. The Funds Europe Awards recognise outstanding contributions within the European funds community, while the Citywealth Magic Circle Awards celebrate the elite players within the global private wealth industry.
Double Win for Objectway WealthTech Suite at XCelent 2020 Awards
- 4 years 1 day ago
- Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch.
Avaloq Launches Avaloq Insight for Advanced Data Science and AI in Wealth Management
- 4 years 1 week ago
- Wealth Management
Avaloq Insight is a real-time data science cloud platform providing wealth managers and financial advisers with advanced levels of analytics. The new platform is designed to drive customer satisfaction and increase sales effectiveness based on big data technology.
Avaloq & Google Cloud to Develop and Deliver State-of-the-Art Cloud Solutions for Banks and Wealth Managers
- 4 years 2 weeks ago
- Wealth Management, Banking, Cloud
Google Cloud and Avaloq, a leader in digital banking solutions, today announced a new strategic partnership to help financial services organizations in their digital transformation using cloud technologies. This new partnership is set to enable financial institutions to use the Avaloq Banking Suite and other Avaloq platforms on Google Cloud.
Avaloq Launches Comprehensive ESG Investment Solution for Banks and Wealth Managers
- 4 years 2 weeks ago
- Wealth Management
Global fintech leader Avaloq has launched a sophisticated Environmental, Social and Governance (ESG) investment solution for banks and wealth managers that allows them to build tailored, personalized ESG-compliant portfolios for clients. The solution, launched at a time of record growth and increasing demand from clients for ESG exposure, has been designed to help financial institutions capitalize on the significant market shift towards ESG... more
Wealth-Tech Startup Winvesta Offers 3000+ US Stocks, ETFs and Bonds to Indian Investors
- 4 years 2 weeks ago
- Wealth Management
Overseas investments are fast gaining pace in India with increasing number of investors, especially millennial, exploring investments into US markets for portfolio diversification. In its bid to provide the Indian investors with better access to global markets, UK headquartered leading new-age wealth-tech platform, Winvesta, now enables investments in over 3000 US Stocks, ETFs and Bonds through its platform. The new additions include 900 ETFs... more
Avaloq Wins Best Transaction Processing Solution at the WealthBriefing European Awards
- 4 years 3 weeks ago
- Wealth Management
Avaloq has won the Best Transaction Processing Solution award at the WealthBriefing European Awards 2020. The awards programme, now in its eighth year, recognizes companies, teams and individuals at the forefront of the wealth management sector. The award is the eighth accolade or industry citation that Avaloq has garnered in 2020, having recently been named Outstanding Wealth Management Technology Implementation – Back Office partner at the... more
