Sterling Mutuals Selects Pascal Financial to Deliver Integrated Digital Wealth Management Platform
- 5 years 1 month 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
- 5 years 1 month 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
- 5 years 2 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
- 5 years 2 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
- 5 years 2 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
- 5 years 2 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 2 months 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.
Microgen and Touchstone Wealth Management merge to deliver technological innovation
- 5 years 2 months ago
- Wealth Management
Microgen Financial Systems and Touchstone Wealth Management, leading providers of financial services technology systems, today announced their merger, becoming the leading provider of technology to the Trust and Corporate Services market.
New Wealth Management Service Launched to Drive Sector Growth
- 5 years 3 months ago
- Wealth Management
Small players within the wealth management sector can now compete with and challenge big firms, thanks to the launch of Wealthinity. Created to empower financial advisors, wealth managers and private banks, Wealthinity enables small to medium firms to offer customized investment solutions, service their clients faster and drive business growth, without any additional costs.
Finzo selects JHC’s Neon to provide greater portfolio monitoring efficiency for wealth managers
- 5 years 3 months ago
- Management, Investment Management, Wealth Management
Wealth management fintech firm JHC Systems (JHC) today announces that Finzo, a New Zealand-based integrated financial solutions provider, will be implementing JHC Neon (Neon). This means Finzo will be able to consolidate portfolios across all accounts to give a 360-degree view of client positions. This is JHC’s first New Zealand-based client, secured through its partnership with MyFiduciary, and represents the first FNZ platform client to... more
Refinitiv and NRI Go-live with Automated International Post-trade Brokerage Processing for Multimarket and Multi-currency Securities
- 5 years 3 months ago
- Wealth Management
Refinitiv and Nomura Research Institute, Ltd. (NRI), a leading provider of consulting services and system solutions, today announced that North American wealth management firms can now benefit from their strategic partnership announced in 2018. The partnership enables global diversification for Refinitiv’s retail and institutional clients by including automated international post-trade processing for multi-market and multi-currency securities.
Objectway has been featured by Celent in the report “European Wealth Management Technology Vendors”
- 5 years 3 months ago
- Asset Management, Wealth Management
Objectway, a leader in the Digital Wealth & Asset Management sector, has been featured by Celent in the report “European Wealth Management Technology Vendors”. This report examines the leading vendors of front-to-back office wealth management platforms available in EMEA, focusing on major trends, technology, functionalities, and client preferences.
CICC Upgrades Wealth Management Strategy and Officially Launches “CICC Wealth Management” Brand
- 5 years 4 months ago
- Wealth Management
China International Capital Corporation Limited (CICC and “the Company”, 3908.HK) has just held the CICC Wealth Management Strategy Upgrade Conference 2019 in Shenzhen today under the theme of “Building Our Future through Partnerships, Achieving Life Goals to the Fullest” and announced the official launch of its wealth management brand “CICC Wealth Management”. More than 700 guests were invited, including government officials, regulatory... more
Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities
- 5 years 4 months ago
- Asset Management, Wealth Management, Banking, Data
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and Sisense, a leading platform for analytics builders, announced the incorporation of Sisense’s embedded data analytics into Broadridge’s revenue and expense management application.
Multi-Family Office Forthlane Partners Chooses d1g1t as its Enterprise Wealth Management Platform
- 5 years 4 months ago
- Management, Wealth Management
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics & risk management tools, today announced that Forthlane Partners has chosen d1g1t as its advisory platform to manage the entire wealth advisory life cycle. This will enable them to deliver exceptional advisory services, provide better client and business insights, and streamline business processes.
