Managers of Wealth

Finantix confirms closing of acquisition

We are delighted that our expertise in AI and Finantix’s expertise in banking technology can come together to benefit customers.

HSBC relaunches its HNW wealth management platform

With the enhanced version, HSBC Jade Directors can generate risk analysis reports across all the major elements of a multi-asset wealth portfolio and discuss the insights drawn from WPIS's analysis.

Digital Alpha is a Sum of Excellences

The digital wealth & investment management revolution only makes sense if it generates value for the customer in terms of a digital alpha across an end-to-end investment experience.

FCA says Coronavirus will accelerate shift to digital

The FCA continued that it also needs to be aware of the potential disproportionate impact on vulnerable consumers, some of whom may be among the ‘digitally disenfranchised’.

SS&C ALPS Supports Advisors Seeking to Enter Non-Transparent, Semi-Transparent ETFs

SS&C ALPS has been servicing ETFs since 1995

Maximising the Cost Effectiveness of the Back Office

The demand is to have a single system than can meet all of the back office requirements, without the need for a large number of peripheral systems that are costly and sometimes unreliable.

7Q Financial Services goes live with Axia Wealth & Fund Management

Profile continuously invests in its platforms to deliver superior customer service for the financial services sector and advanced functionality to help firms successfully compete in the demanding marketplace.

Staying the course

SS&C, as always, is working hard to ensure our clients and customers see high service and support levels.

Xplore Wealth Selects SS&C to Help Realize its "One Platform" Goal

Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology

UP Fintech, a Digital Brokerage Firm Focused on Global Chinese Investors, to Enter Wealth Management Business

A key priority of the Fintech company is to extend its existing wealth and asset management products.

Private banks may prove profitable partners for fintechs

“From an outside view, our website might look very similar to a price comparison site,” Raisin’s VP of business clients and partnerships, Benedikt Voller, tells Finextra Research.

Belgian wealthtech startup InvestSuite bags €2M to expand digital investment services outside Europe

The innovations in this sector are expected to redefine the investment industry

Robo-advisor Sending Waves of Disruption through Thailand’s Growing Wealth Market

Robowealth on the 7th of July 2017 obtained the relevant SEC LBDU license to operate as a robo-advisor for Thai mutual funds.

IQ-EQ unveils its innovative Investor Solutions offering video, powered by IQ-EQ Cosmos

Data led decision making is as important as it is complex.

Avaloq Posts Record Annual Revenues of CHF 609 Million

Avaloq saw a significant number of successful “go-lives” and new client wins in 2019, with particularly strong growth in the Asia-Pacific wealth management sector.

It's Time to Take Seriously the Machine Ethics of Autonomous and AI Cyber Systems

In this age of wonder, it is critical to examine laws, policies and ethics.

Ant Financial, Vanguard Group target 900m users with robo adviser

The transactions are done automatically and the robo adviser will also help investors re-balance their portfolios if necessary.

Software providers CREALOGIX Switzerland and Fairgate AG join forces to provide comprehensive support to clubs and associations

To extend its reach to clubs and associations, CREALOGIX Switzerland is making its financial module available to Fairgate customers.

InvestSuite snaps up €2 million to grow its investment tools for banks and brokers

Financial institutions are accelerating their digital transformation of wealth management as a result of increased regulation, lower profitability and a challenging macro-economic climate, growing competition from new players and more demanding digital-na

Cybersecurity poses increased concern amid COVID-19 outbreak

Of the consumers who were subject to fraud, 9% closed their account and switched to another provider

FinTech