08/06/2021
From process enhancement to relationship building- the role of technology within wealth management
Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Sopnendu Mohanty, Chief FinTech Officer, Monetary Authority of Singapore (MAS)
08/06/2021
Using a series of proprietary algorithms and narrative storytelling techniques, StoryTeller takes
08/05/2021
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Mark Buesser, Chief Executive Officer at IMTF
08/05/2021
Building a brighter future for everyone with inclusive tech
08/05/2021
The award was revealed in Celent's CRM Platforms: North America Wealth Management report
08/05/2021
The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking
08/05/2021
Swissquote is one of the rare, owner-managed and at the same time listed success stories in Swiss banking; but what lies behind its success?
08/04/2021
Technology can help wealth managers streamline onboarding by automating data entry and compliance checks.
08/04/2021
Rothschild-backed RIT co-leads funding for crypto platform Aspen Digital
This will fund the launch of the platform and its expansion to London
08/04/2021
The IBOR goes further, providing users with broader, more granular and real-time views of performance and risk data.
08/04/2021
The Wealth Consultants service was launched to help more people engage with financial guidance and advice, following a rise in demand during the pandemic.
08/03/2021
Ninety One Extends Transfer Agency Partnership with SS&C
SS&C GIDS brings superior client service, digital offerings to relationship
08/03/2021
Leonteq’s crypto universe will also be eligible for integration into the index strategies of asset managers used within actively managed certificates.
08/03/2021
The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.
08/02/2021
Multi-Billion Dollar Hedge Fund is reportedly adding Bitcoin to its balance sheet
The wealth management firm allegedly has been looking for staff that understands blockchain technology and it’s possible Goldentree is circling distressed businesses within the crypto industry.
08/02/2021
SS&C GIDS brings superior client service, digital offerings to relationship
08/02/2021
BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.
08/02/2021
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS
07/30/2021
This information has been shared with EQT following EQT entering into a confidentiality and standstill agreement.
07/29/2021
SEI Expands Technology Offering with Wealthbox
Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth