PureFacts to Help Power BNY Mellon Pershing X’s Wealth Management Platform Wove for Advisors
- 2 years 6 months ago
- Wealth Management
PureFacts Financial Solutions, a leader in revenue management solutions for the investment management industry, today announced that its fee and billing calculation engine will be added to the Wove wealth management platform of Pershing X, a technology provider and new business unit of BNY Mellon.
WealthForce.AI Powered by eMACH.ai Wins Big at WealthBriefingAsia Awards 2023
- 2 years 6 months ago
- Wealth Management
IntellectAI, the WealthTech and Insurtech of Intellect Design Arena driven by advanced AI-led solutions, has been chosen as the winner in the "Artificial Intelligence (AI) Application (Pan-Asia)" category at the 11th Annual WealthBriefingAsia Awards 2023. The annual WealthbriefingAsia Awards program recognises the outstanding organisations in Asia Pacific and India, which an elite panel of independent judges deemed to have ‘demonstrated... more
End-to-End, Third-Party Operating Models Deployed by Wealth and Asset Managers Are Transforming the Industry
- 2 years 6 months ago
- Wealth Management
After a long period of consistent profitability, the wealth and asset management sector is facing rising costs, shrinking margins, and intensifying consumer demands. Firms are looking for ways to accelerate their digital transformations, bring more of what their clients want to the table, and bolster assets under management—all in the most cost-efficient way.
SEI Extends Long-term Relationship with Verso
- 2 years 6 months ago
- Wealth Management
SEI® today announced that it has extended its strategic partnership until December 2027 with Verso Wealth Management (Verso), an independent financial advisor (IFA) consolidator focused on building a market-leading national wealth management group. Verso will continue to benefit from the modern, integrated wealth management infrastructure of the SEI Wealth PlatformSM, helping Verso achieve its goals of business scale and growth.
Tactive Advisors Selects FamilyWealth™ Platform
- 2 years 6 months ago
- Wealth Management
FinTech Automation (“FTA”) announced today that Tactive Advisors has licensed FTA’s UniFi core banking and WealthTech applications that will be used as the technology infrastructure for the Tactive WealthTech Platform.
Innovation in Wealth Management Summit
- 2 years 6 months ago
- Wealth Management
Professional Wealth Management, a publication of the Financial Times, will be hosting the Innovation in Wealth Management Summit on 8 June 2023, at Glaziers Hall in London. The Summit will discuss the need for digital literacy among wealth managers, investors and technology experts. Topics will include emerging technologies, from crypto and cleantech to machine learning.
Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
- 2 years 6 months ago
- Wealth Management
Investment platform Third Financial (Third) has launched a market-leading integration with Wealth Dynamix (WDX), as it continues its campaign against fragmented technology in the wealth management and advice sector.
Accuro Goes Live with Objectway’s Investment Management Service Solution for Private Clients
- 2 years 6 months ago
- Wealth Management
Accuro, one of the leading wealth advisors based in Antwerp, Belgium, has selected Objectway - global TOP-100 FinTech provider of as-a-service software and service platform to banks, wealth and asset managers – as its partner to implement a new private client wealth management platform for its advisory and discretionary business. Accuro is focused on the protection, growth, and inter-generational transfer of their client’s wealth, based on a... more
PM Alpha Launches Global Distressed & Special Situations Product Blending Underlying Strategies from Apollo And Oaktree
- 2 years 7 months ago
- Wealth Management
Private Markets Alpha (PM Alpha), the digital marketplace for asset managers, wealth managers, advisors and distributors to access and distribute private markets investments, has launched its first regulated product – Global Distressed & Special Situations – a PM Alpha mini-blend of three underlying strategies from Apollo and Oaktree that seek to capitalise on prevalent glo
Ecospend Joins PIMFA WealthTech as Innovation Partner to Pioneer New Open Finance Solutions for the Wealth Sector
- 2 years 7 months ago
- Wealth Management
Ecospend, the UK’s leading Open Banking provider recently acquired by Trustly, has joined PIMFA WealthTech, the digital marketplace and industry network created to drive innovation and enhance collaboration between WealthTechs and wealth management firms, to provide a proof of concept “Pay-by-Bank” solution to its members.
Temenos Named a Leader in Everest Group PEAK Matrix® Evaluation for Wealth Management
- 2 years 7 months ago
- Wealth Management
Temenos today announced it has been named a Leader in Everest Group’s PEAK Matrix® evaluation of wealth management solutions, positioned the highest for vision and capability with its Temenos Wealth solution.
Gate.io Launches Gate Wealth, Offering One-Stop Wealth Management Solution
- 2 years 7 months ago
- Wealth Management
Gate.io, the world's leading crypto asset trading platform, has launched a new wealth management product called Gate Wealth. This product is designed to provide professional, comprehensive, and customized wealth management services to global crypto investment users, helping them better manage their crypto assets.
FRS Invest|Pro™ Named a WealthTech 100 Company by FinTech Global
- 2 years 8 months ago
- Wealth Management
Financial Risk Solutions (FRS), provider of the investment administration software InvestPro to life, annuity, and pensions companies worldwide, is proud to announce they have been selected to feature on the Fifth annual FinTech Global WealthTech100 list.
Delio Recognised in WealthTech100 for Fifth Year Running
- 2 years 8 months ago
- Wealth Management
Delio, the fintech that digitises the private market strategies of leading financial institutions, has been named in Fintech Global’s WealthTech100 for the fifth successive year. The prestigious list recognises the most innovative technology solutions supporting the wealth, banking and asset management sectors, and is selected by a panel of industry experts and analysts.
PureFacts Announces Acquisition of Xtiva Financial Systems, Becoming the Most Complete Revenue Management Solution for the Wealth Management Industry
- 2 years 8 months ago
- Wealth Management
PureFacts Financial Solutions, a leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management sector, announced today that is has acquired Xtiva Financial Systems, Inc. (Xtiva), the global leader in sales performance and incentive compensation management software for the wealth management industry.
