Investment Navigator Delivers Holistic Reg-Tech Solution for the Avaloq Wealth Platform
- 4 years 3 weeks ago
- RegTech, Wealth Management
Reliable information on investment restrictions, especially in the context of cross-border banking, has become a crucial factor for wealth managers in order to comply with mounting regulatory requirements. Avaloq, a global leader in digital banking solutions, is therefore integrating Investment Navigator’s advanced reg-tech (regulatory technology) offering into the newly launched Avaloq Wealth Platform.
Avaloq Signs Its First Taiwan-Based Client
- 4 years 1 month ago
- Wealth Management, Banking
The agreement will see the Taiwanese bank implement Avaloq’s market-leading wealth management software across its private banking division in Taiwan, Hong Kong and Singapore. Avaloq’s new client is one of Taiwan’s largest commercial banks with more than 150 branches throughout the country. Besides its home market, the bank also offers private banking services in Hong Kong and Singapore.
Objectway at #77 in the 2020 IDC Fintech Rankings
- 4 years 1 month ago
- Asset Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have ranked #77 on the 2020 IDC FinTech Rankings. This is the sixth consecutive year Objectway have appeared on this prestigious list. The Fortune 500-style annual ranking categorises and evaluates the top global providers of financial technology based on 2019 calendar year revenues from financial institutions.
additiv scales up with new European Headquarters in Frankfurt to support regional growth
- 4 years 1 month ago
- Wealth Management
additiv, a leading SaaS provider to the wealth management industry, today announced that it has expanded its range of operational locations to include a new Euro-pean head office in Frankfurt, Germany. With offices already established in Singapore, Dubai, Nairobi, Bucharest and headquarters in Zurich, Switzerland, the office will be primarily focused on European customers supporting additiv’s growing customer base within the region.
Avaloq Launches Engage App, Allowing Wealth Managers to Interact Seamlessly With Clients via Social Messaging Services
- 4 years 1 month ago
- Wealth Management
Avaloq, a leader in digital banking solutions, has launched the Engage app, a solution that allows wealth managers and advisers to engage with clients through social messaging channels such as WhatsApp and WeChat in a secure and compliant manner.
Tegra118 Expands Front Office Digital Solutions Powered by Finantix
- 4 years 1 month ago
- Wealth Management
Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform for advisors and asset managers. Significant new offerings include a modern, visual-rich, omni-channel front office digital solution for wealth advisors and artificial intelligence powered portfolio construction tools for asset managers.
New Finantix Report Confirms Importance of a Highly Personalised Approach to Investment and Wealth Planning Strategy
- 4 years 1 month ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance, and banking industries, and in collaboration with WealthBriefing, published “Together, we can make it!
Adoption of Tech in Private Markets Lags Behind Industry Trends
- 4 years 1 month ago
- Wealth Management
Wealth managers must urgently increase their use of technology in offering private market investments or they risk being left behind by their competitors in less than five years.
Rosecut Unveils New Wealth Management Tools
- 4 years 1 month ago
- Wealth Management
Rosecut, the digital financial planning partner and investment manager, today announces free new tools that give people financial insights and guidance previously accessible only by working with expensive professional wealth managers. Users can get a complete picture of their current financial situation and a projection of their future finances on the Rosecut platform.
SIX Launches Tax Efficiency Tool for Wealth and Asset Management
- 4 years 2 months ago
- Asset Management, Wealth Management, Data
SIX today launches “SIX Tax Score®”, designed to analyse the tax consequences of financial products, available to banks, wealth managers and asset managers in the form of a benchmark covering Swiss, UK and French tax jurisdictions.
Refinitiv Wealth Management brings Enhanced Scale to AssetMark’s Platform for Financial Advisors
- 4 years 2 months ago
- Wealth Management
Refinitiv today announces a new collaboration with AssetMark, a leading provider of Wealth Management and technology solutions, to bring added resource, scale and innovation to AssetMark through the Refinitiv BETA platform. The alliance further demonstrates Refinitiv’s commitment to the Wealth Management industry by supporting AssetMark’s ongoing mission to evolve its solutions and services to meet the ever-changing needs of financial advisors... more
Wealth Managers Need to ‘democratize’ Their Services to Thrive in the Hyper-Personalized, Digital Banking Era, Warns Avaloq
- 4 years 2 months ago
- Wealth Management
Wealth managers and private banks need to ‘democratize’ their service and product offerings to a wider audience of affluent clients to compete and grow in the new hyper-digital world. If firms do not democratize their proposition, they risk losing market share and failing to capitalise on the profound, digital-led transformation of the sector. The finding comes from global tech leader Avaloq in a major new sector report, Democratization of... more
Refinitiv Wealth Management to Power Trading Central’s Market Buzz Platform With Reuters news and Refinitiv Digital Analytics
- 4 years 2 months ago
- Trading Systems, Wealth Management, Data
Refinitiv today announced a strategic agreement with Trading Central for the provision of Reuters digital news and Refinitiv analytics capabilities to disruptive news portal, TC Market Buzz. TC Market Buzz is a news curation application for Wealth Management firms helping to modernize and differentiate digital investor portals by tackling information overload and focusing on the delivery of a consolidated view of news trends beyond the noise.
Synechron and InvestSuite Partner to Enable Digital Wealth Management Solutions for Financial Services Organisations
- 4 years 2 months ago
- Wealth Management
Synechron Inc., a leading Digital Consulting firm for financial services, today announced a strategic partnership with InvestSuite, the Belgium-based fintech company. Both companies have an exclusive focus on financial services and are helping banks, brokers, wealth managers and other financial institutions serve their clients better with modern digital investment solutions.
Moneyfarm Reports Steady Growth Despite Volatile Investment Market
- 4 years 2 months ago
- Wealth Management
Moneyfarm, Europe’s leading digital wealth manager, today reports steady year-on-year growth in revenues, up from £1.61 million in 2018 to £2.72 million in 2019, while pre-tax losses have fallen. Bolstered by the financial backing from Allianz Asset Management and Poste Italiane in its latest series C funding round last year, Moneyfarm has invested heavily in its advice offering and has continued to expand its customer base through innovative... more
