Syfe Launches REIT+ Portfolio to Give Investors Affordable Access to SGX-listed REITs
- 4 years 9 months ago
- Wealth Management
Digital wealth manager, Syfe, today launched the REIT+ portfolio, a first-of-its-kind initiative that allows anyone in Singapore to start risk-managed investing in Singapore real estate with no minimum investment. Unlike buying a property or REITs as a private investor, Syfe's REIT+ product offers an easy, risk-managed and low-cost way for investors to access Singapore's thriving REIT market with a fee as low as 0.4% per annum of your invested... more
Citi Rolls Out Digital Investment Tool
- 4 years 10 months ago
- Wealth Management
Citi's consumer business has introduced a digital wealth investment tool for clients with as little as $1500 to invest.
Refinitiv Report on Transformation of Wealth Management – Five Trends for 2020 and Beyond
- 4 years 10 months ago
- Wealth Management, Data
Building on its commitment to connect and empower the global financial community by harnessing proprietary data and analytics designed to add greater client value, Refinitiv today announced the findings of its ‘Transformation of Wealth Management – Five Trends for 2020 and Beyond’ report in collaboration with Aite Group. According to the report, key trends shaping today’s wealth management industry include: data and analytics, digitalization,... more
Broadridge Launches Forecasting Module within its Asset Management Revenue and Expense Management Solution
- 4 years 10 months ago
- Asset Management, Wealth Management
Broadridge Financial Solutions, Inc., a global Fintech leader and part of the S&P 500® Index, announces the launch of a new forecasting module within its leading revenue and expense management platform.
Appway Announces Client Lifecycle Management for Wealth & Private Banking on Salesforce AppExchange
- 4 years 10 months ago
- Wealth Management
Today, Appway announced it has launched Client Lifecycle Management for Wealth & Private Banking (abbreviated as CLM for Wealth) on Salesforce AppExchange. CLM for Wealth speeds up the conversion of prospects into satisfied and loyal clients and enables an optimal customer experience through 360-degree orchestration of client processes and interactions in full compliance.
Leading UK Wealth Manager selects Cashfac to orchestrate cash movements and real-time operational accounting.
- 4 years 10 months ago
- Cash management, Wealth Management
Cashfac is delighted to announce that one of the UK’s largest wealth manager and specialist SIPP provider - trusted by thousands of investors with billions of pounds in pension and investment savings - has selected Cashfac to help drive their business transformation.
Moneyfarm uncovers the “mid-life opportunity”
- 4 years 10 months ago
- Wealth Management
Moneyfarm, the leading European digital wealth manager, today launches a campaign urging those entering their 40s and 50s to invest in their plans for later life now, after identifying a “mid-life opportunity” which could see them benefit from thousands of pounds extra income to help them realise their retirement goals.
Finantix further strengthens Asian and European capabilities with senior appointments in Singapore and the UK
- 4 years 10 months ago
- Wealth Management
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, is pleased to announce two new senior hires in Asia Pacific and Europe with Michael Gantenbein joining as Account Delivery Director in Singapore and Gareth Williams as Business Development Director in the UK.
Sterling Mutuals Selects Pascal Financial to Deliver Integrated Digital Wealth Management Platform
- 4 years 10 months ago
- Wealth Management
Pascal Financial, an emerging fintech leader with Canada’s only fully integrated, AI-powered digital wealth management platform, today announced that it has integrated its digital wealth platform with Sterling Mutuals, one of Canada’s premier independent mutual fund dealers with over $4 billion in assets under administration (AUA) and more than 300 advisors and support staff.
CREALOGIX recognised as digital wealth management innovator in 2020 Fintech Power 50 list
- 4 years 10 months ago
- Wealth Management
CREALOGIX has been announced as a member of the new 2020 cohort of the Fintech Power 50, an exclusive annual programme working with 40 of the most innovative Fintech companies and 10 of the most trusted industry thought leaders that are judged as having the biggest impact in the broad fintech ecosystem worldwide.
SwissBorg unveils its Wealth App
- 4 years 11 months ago
- Wealth Management
Since its inception in 2017, SwissBorg has been on a mission to build a wealth management ecosystem that is accessible, fair and community-centric. Today is a huge testament to this mission, as SwissBorg announces the launch of its ‘Wealth App.’
DBS Wealth Management expands strategic partnership with Avaloq to enhance client experience
- 4 years 11 months ago
- Wealth Management
DBS Wealth Management is the wealth management arm of DBS Bank (“DBS”), a leading financial services group in Asia. An early adopter of digital transformation and innovation, DBS has since become one of the world’s most digital-focused financial institutions. DBS is at the forefront of leveraging technology to shape the future of banking and was named ‘World’s Best Digital Bank’ by Euromoney in 2018. In the same year, its integrated all-in-one... more
d1g1t Strengthens Executive Leadership Team to Build Upon Sales Growth and Market Momentum
- 4 years 11 months ago
- Wealth Management
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the appointment of Dr. Andrew Aziz as Executive Vice President, Business Development and Kian Rafia to the role of Managing Director, Head of U.S. Distribution.
Colu and Tel Aviv Municipality Create a Winning Program
- 4 years 12 months ago
- Wealth Management
Colu, a city app and digital wallet solution for smart cities, partnered with Tel Aviv Municipality and the Tel Aviv Foundation, aiming to develop financial tools to strengthen urban resilience, drive consumers to shop at stores cut off from traffic by the city’s train construction.
Nucoro announces plans to target insurers with white labelled wealth management technology offering
- 5 years 3 days ago
- Wealth Management
Nucoro, the Fintech company providing bespoke white-labelled technology focused on delivering wealth management solutions to third parties, has announced it plans to start targeting the insurance sector with its offering. It says the growth of digital wealth management means it’s now easier for insurers to offer this service than ever before.
