Rosecut launches offering to manage wealth of under-serviced £3.2 trillion ‘middle market’
- 5 years 9 months ago
- Management, Wealth Management
Rosecut, the wealth management platform powered by artificial intelligence, has launched to meet the needs of affluent ‘middle-market’ investors abandoned by traditional wealth managers and private banks. Combining learning algorithms and human insight, Rosecut provides fast, informed and bespoke investment focused financial advice, whilst keeping fees lower for the investor.
JHC and Ortec Finance Announce Partnership to Provide OPAL
- 5 years 9 months ago
- Management, Wealth Management
Wealth management fintech firm, JHC Systems (JHC), and Dutch based Ortec Finance have announced today that they will be partnering to provide OPAL, a leading software solution for global financial institutions offering goal-based financial planning models, as a component to JHC’s market leading Digital Wealth Platform.
Dion wins “Best Corporate Actions Solution” Award at the 2019 Goodacre Systems in The City FinTech Awards
- 5 years 9 months ago
- Platform Technology, Management, Wealth Management
Dion Global Solutions (Dion | BSE: 526927), a leading provider of modular solutions to the Financial Services industry and a trusted technology partner to global banking community, today announced that it won three awards at the 2019 Goodacre UK Systems in the City Financial Technology Awards in London yesterday.
Objectway Wins its Sixth Goodacre "Systems in the City" Award
- 5 years 9 months ago
- Investment Management, Wealth Management
Objectway, a leading provider in the Digital Wealth, Investment & Asset Management sector, has added another prize to its trophy cabinet at the 2019 Goodacre Systems in the City Awards in London. Awarded “Best Wealth Management System”, Objectway WealthTech Suite is the firm’s front-to-back office platform supporting the whole digital investment management process. It enhances the entire advisor-client engagement & collaboration... more
d1g1t Secures Strategic Financing from Illuminate Financial Management
- 5 years 9 months ago
- Management, Wealth Management
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that it has received an additional CAD$3 million in strategic financing from Illuminate Financial Management as an extension of their Series A round bringing the total raised to over CAD$12 million. The funding will be used to accelerate product innovation for its industry-leading wealth... more
Envestnet | Yodlee Unveils Enhanced Developer Experience for the UK at Money20/20 Europe
- 5 years 11 months ago
- Wealth Management, Banking
Envestnet | Yodlee (NYSE: ENV), a market leader in data aggregation and a leading data analytics platform for digital financial services, today announced a new developer experience break-through will be available in the UK by the end of June. This experience delivers an industry-leading combination of enhanced performance, best-in-class developer tools, and high-quality financial data available on a massive scale across banking and wealth... more
Three in ten British adults spent more than they received in income in the past month – R3
- 5 years 11 months ago
- Wealth Management
Three in ten (28%) British adults ran a ‘deficit budget’ in the past month, spending more during the month than they received in income, according to new research from R3, the insolvency trade body, and ComRes. One in six British adults (17%) spent up to £100 more than they received in income over the past month; 7% spent between £100 to £300 more; and 3% spent over £300 more.
Refinitiv Doubles Down on Wealth Management; Appoints New Global Head
- 5 years 12 months ago
- Wealth Management, People Moves
Refinitiv today announced the appointment of Joseph Mrak as global head of wealth management. In this role Mr. Mrak will lead the global wealth management business with a focus on doubling down on driving technology innovation, developing key regional and global partnerships, expanding global reach and growing value for clients and prospects. Refinitiv’s wealth management business supports a significant number of established and emerging wealth... more
Investment app tickr marks major growth milestone with crowdfunding campaign
- 6 years 6 days ago
- Management, Investment Management, Wealth Management, FinTech StartUps, IT Innovations
Investment app, tickr, is today launching its crowdfunding campaign on leading investment platform Seedrs. Funds raised will be used to accelerate user acquisition, while building several new features including a visual newsfeed giving users an interactive overview of the companies in their portfolio and the work they are doing to make an impact on the world. tickr’s user statistics demonstrate the scale of appetite for disruption in the... more
JHC Transforms Digital Landscape for wealth managers
- 6 years 1 week ago
- Wealth Management
Wealth management fintech firm, JHC Systems (JHC), has launched its Digital Wealth Platform. The product and service offering allows firms to digitise key processes, which will improve efficiency and enhance the experience of end users. This means wealth managers will be freed up to focus on what really matters – client relationships and retention.
BlueBay chooses Alpima to equip its sales, product and multi-asset teams for fund data
- 6 years 2 weeks ago
- Fund Management, Investment Management, Wealth Management
BlueBay has chosen Alpima to further equip its sales, product and multi-asset teams to intelligently visualise fund data and product characteristics across its full fixed income suite. Offered as a white-label version of its cloud-based platform, ALPIMA has worked closely with BlueBay to customise it to its exact requirements. Luc Leclercq, BlueBay’s COO, says: “We are pleased to engage with ALPIMA, whose modular and adaptive platform offers the... more
FinTech Global Lists Appway As One of the World’s Most Innovative WealthTech Companies
- 6 years 3 weeks ago
- Wealth Management
Appway is thrilled to be named in WealthTech 100 as one of the 100 most forward-thinking companies redefining the wealth and asset management industry. Investments in WealthTech have grown dramatically, with nearly five times more invested in the sector in 2018 than in 2014. “With the rise of mobile and digital distribution channels, new business models, and personal finance consumer propositions, the wealth management industry is undergoing... more
Refinitiv Automates Fund Eligibility for Wealth Managers and Financial Advisors through Eikon App
- 6 years 1 month ago
- Fund Management, Investment Management, Wealth Management
Building on its commitment to work with partners and customers across the financial community to solve key workflow challenges, Refinitiv today announced that it has onboarded a new app “Fund Eligibility” to its financial markets desktop platform Eikon, which automates the eligibility assessment governing product sales restriction. Developed by the Swiss FinTech Investment Navigator, the “Fund Eligibility” app is the latest innovation to offer... more
OBJECTWAY’S FINANCIAL CHATBOT AT THE CINI NATIONAL CONFERENCE ON ARTIFICIAL INTELLIGENCE
- 6 years 1 month ago
- Wealth Management
Objectway presented the contribution “A Financial Chatbot for the Unified Wealth Management Platform Project” during the workshop "AI for Finance, Commerce and Legal Issues" within Ital-IA, the first national CINI (National Inter-university Consortium for Computer Science) Conference on artificial intelligence, held on 18 and 19 March in Rome, at the Confindustria headquarters.
Liquid adopts KRM22’s Trade Surveillance Platform Irisium
- 6 years 1 month ago
- Investment Management, Wealth Management, Risk Management
KRM22 Plc, the technology and software investment company, with a particular focus on risk management in capital markets, today announces that its market surveillance product, Irisium, has been selected by Quoine, a global fintech company. Irisium will be integrated on Liquid, a Quoine platform.
