Savers at mercy of widening pensions advice gap
- 5 years 11 months ago
- Wealth Management
An advice gap exists in the UK, having started in the wake of the 2013 retail distribution review (RDR). This resulted in advisers making their charges transparent for consumers – and putting people with low wealth off seeking advice.
TradingScreen Launches QUO, Simplified Workflow Solution for Wealth Managers and Announces Will Lawton as Head of QUO
- 5 years 11 months ago
- Wealth Management
TradingScreen Inc. (TS), the all-asset class order and execution management system (OEMS), today announced the global launch of
ADIB launches 100% Capital Protected Equities Basket Note in companies with superior work environment
- 5 years 12 months ago
- Wealth Management, Banking
Abu Dhabi Islamic Bank (ADIB), a leading financial institution, has launched a 100% capital protected 'Happy Workplace' equities basket note, designed to capture the outperformance of companies that have a motivated and productive workforce.
Axia Suite 2.1 released with new functional features
- 6 years 6 days ago
- Wealth Management
Profile Software, an international financial solutions provider, announced today the launch of its recently enhanced Axia Suite release 2.1 that delivers advanced investment management, compliance and reporting capabilities.
Profile expands its Partner Network in Europe and Asia
- 6 years 1 week ago
- Wealth Management
Profile Software, an international Financial solutions provider, announced today that over the past year, it has significantly expanded its Global Partner Network with new partnerships to represent its solutions across Europe and Asia, servicing the banking and investment management industries. Realising and investing in the growth of its established Partner Network, Profile has come to an agreement to locally support and deliver its award-... more
Smith & Williamson adopts Avaloq’s SaaS solution
- 6 years 2 weeks ago
- Investment Management, Wealth Management, Banking
Smith & Williamson, the UK-based financial and professional services firm, has further enhanced its relationship with international fintech leader Avaloq by adopting its comprehensive Software as a Service (SaaS) solution. The move comes six months after Smith & Williamson selected Avaloq to help enhance the delivery of investment management services to its clients and support the continued growth of the business through the Avaloq... more
Objectway Acquires Algorfin From Unione Fiduciaria
- 6 years 1 month ago
- Asset Management, Investment Management, Wealth Management
Objectway, the leading Fintech group in Italy and one of the premier European players in software and services for the wealth, investment and asset management industries, acquired Algorfin, the software and services division of Unione Fiduciaria S.p.A. Algorfin is specialised in IT and administrative outsourcing services for Asset Management Companies, Custodian Banks and other financial operators, through the Archimede, Diogene and Archimede... more
CreditEase Wealth Management receives Four Awards at the Asian Private Banker Awards for Distinction 2018 as the Biggest Chinese Institution Winner
- 6 years 1 month ago
- Wealth Management, Banking
Asian Private Banker, a renowned private bank and wealth management research house in Asia Pacific, awarded CreditEase Wealth Management the Best Wealth Manager for Digital Innovation, the Best Wealth Manager for High Net Worth Services, and the Best Wealth Manager for Alternative Advisory and Excellence Wealth Manager (China Domestic categories).
Orowealth acquires the WealthTrust platform
- 6 years 1 month ago
- Wealth Management
Orowealth, one of India's leading Direct Mutual Fund platforms, today announced that it has acquired the WealthTrust platform, including the product and all its users. Orowealth is a cutting edge investment platform with award winning advisory services. It seeks to be a one-stop solution for all your investment needs — from investing in stocks and direct mutual funds, to financial planning, goal advisory and more.
Arrow Capital goes live with Axia for their wealth management operations
- 6 years 2 months ago
- Wealth Management
Profile Software, an international financial solutions provider, announced today that Arrow Capital, an investment firm with operations in the UAE and Mauritius, has selected Axia to comprehensively accommodate their full wealth management requirements, through the platform’s advanced omni-channel functionality and reporting.
genesis partners with OpenFin to accelerate digital transformation in capital markets
- 6 years 2 months ago
- Buy-Side Back and Middle Office, Asset Management, Fund Management, Treasury, Wealth Management
genesis, the international capital markets software firm and OpenFin are pleased to announce their partnership, to provide clients with scalable and interoperable technology and desktop solutions, built and deployed at great speed. The partnership helps drive front to back office digital transformation projects across capital markets - from the server to the desktop - bringing together genesis’ ability for agile software development and OpenFin’... more
JHC Neon signs Ireland’s largest wealth manager
- 6 years 3 months ago
- Wealth Management
Wealth management fintech firm JHC Systems (JHC) has today announced that Davy Private Clients has implemented its digital portfolio monitoring tool, JHC Neon (Neon), for its Portfolio Construction Team. Neon will automatically monitor and analyse every client portfolio daily in order to assess all positions, asset allocations and risk profiles within the team’s investment models. Through the system’s unique digital dashboard, Davy will have... more
d1g1t Secures Series A Round to Fund the Growth of its Enterprise Wealth Management Platform
- 6 years 3 months ago
- Wealth Management
d1g1t Inc., the enterprise financial technology company serving the wealth management industry, announced today that it has closed its second round, Series A financing to fund the continued growth of its enterprise digital wealth management platform. Powered by advanced analytics and risk management tools, the d1g1t platform offers transparent portfolio management services to professional advisors and their individual investors.
Fusion Wealth Expands Relationship with SEI
- 6 years 3 months ago
- Wealth Management
Fusion Wealth, the bespoke platform solutions provider for wealth managers and large-scale financial planners, has extended its existing long-term relationship with SEI (NASDAQ:SEIC) through a new deal that will see the pair work together until at least 2025.
Personal wealth platform launches in the UK, eyeing off 27 million households to help financial advisers attract and retain clients
- 6 years 3 months ago
- Wealth Management
A leading wealth portal, myprosperity today launched its platform in the United Kingdom, eyeing off a market opportunity of around 27 million households as it gears up to help Brits better manage their finances and provide advisers with the tools to attract and retain clients. The platform, which has experienced sizeable growth in its home market, Australia, now sees the UK as its next significant opportunity, especially given the openness... more
