Managers of Wealth

The end goal of automation and innovation is customer satisfaction

It is important to bring the customer into the strategy because it eliminates some of the challenges that have caused delays to digital banking.

Aspen Digital leads global crypto asset management space joined by wealth managers and family offices

The strategic investors joined Aspen Digital on the heels of a $9 million pre-A round raised in September 2021, led by RIT Capital and Liberty City Ventures.

Alpian obtains FINMA banking license and secures CHF19 million Series B+ financing

The financing will support the deployment of Alpian's range of services in Switzerland, comprising both private and online banking.

Financial center fights cyber threats together with federal Bern

A club was specially set up to implement it.

Summitas Wins Private Asset Management's 2022 "Best Technology Platform for Family Offices" Award

Innovative client portals provide a single point of access for secure collaboration.

HSBC launches metaverse investment fund

"We see many exciting opportunities in this space as companies of different backgrounds and sizes are flocking into the ecosystem."

novobanco goes live with Objectway to lead the way in investment services

Objectway delivered the project using an incremental release plan adhering to agile principles.

SIX Launches New Clearing Platform for the Nordic Markets

Based on Nasdaq technology, SIX successfully launched its new clearing IT infrastructure for the Nordic markets on 28 March 2022.

Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm

Temenos positioned the furthest for its wealth management product strategy and strength of its offering

Treasury to create NFT as Sunak vows to make UK global crypto hub

Chancellor tells Royal Mint to create non-fungible token as government unveils cryptocurrency plans.

ERI Crowned Best Operational Efficiency Solution At The Asian Private Banker - 7th Technology Awards

ERI Singapore is extremely proud to have been recognised for the excellence and robustness of our technology solutions in APAC

Use tech to tackle client wealth personalization challenge, report says

Survey indicates wealth managers who want to compete with tailored services must embrace digital technology

The IA Engine Signs Fintech Agreement with Three new Countries & Welcomes Five New Firms to join its Innovator Programme

Engine has signed Memorandums of Understanding with Australia, Kenya and Luxembourg to strengthen its global FinTech network.

Bita Risk Wins Innovation Award for its 'ESG Manager' Private Client Solution

BITA Wealth ESG Manager supports evolving ESG strategies by helping firms to understand, manage and monitor portfolio ESG exposures, enabling the integration of ESG analysis and reporting within a firm’s investment proposition.

Digital Integration in Wealth Management

Bringing together asset managers and private banks across the UK and Europe in pursuit of ways to better serve their clients, the event took place over two days and explored how the sector can thrive in the digital age.

ERI winner in the 'Change Management Process/Best Implementation of a Technology Solution' and ‘Transaction Processing Soution’ Categories

Being recognised at the European level strengthens our international footprint

FinTech