Managers of Wealth

Docupace CEO David Knoch Honored as Top Technology CEO by WealthTech Americas

Knoch's leadership and hard work continues to be recognized by financial advice and investment industry

Live chat too ‘clunky’ for private banking

You are still relying upon people managing multiple chats at once.

Prestigious International Awards Recognize Outstanding Financial Technology Products and Companies

Mirador’s Gateway is a next generation, secure digital portal designed and built to serve both advisors and their clients.

SIX to partner with LMAX Group to launch 24/7 traded crypto futures

The partnership, which leverages the expertise of two leading market players, is set to deliver a superior crypto offering, and is expected to receive immediate uptake from existing LMAX Group clients as the digital asset ecosystem continues to institutio

The wealth advice revolution is here, how will you adapt?

This unprecedented situation of having to conduct meetings with clients over Zoom was a first for many clients, but it proved to usher in a new way of thinking about how wealth advice can and should be delivered.

10 ways to rethink plastic through technology

Despite increasing awareness around the challenge of plastic pollution, we are continuing to make the situation worse.

RiskAvert enriched with new capabilities for NPE and IRRBB ahead of final regulatory announcement

This newly launched version of IRRBB is introduced well ahead of the final regulatory technical standard

Irish startup akt.io closes ICO of €27 million to democratise access to wealth management

Gael Itier, CEO and co-founder of akt.io explained: “What we are going to propose is an alternative to the aging banking system, specifically personal finance and savings, which is the last sector to resist technological innovation, as traditional f

Crealogix listed as a strong performer in The Forrester Wave™: Digital Wealth Management Platforms

The report also noted that reference customers highlighted our platform’s reliability, validated the strong front-end experience, and noted our responsiveness and good implementation support.

The Wall Street Trend Making Swiss Waves

The takeover specialist helped sell startups Bexio and Flatfox to Mobiliar insurance while at GCA Altium

Glue42 and Iress team up

Glue42 and Iress have teamed up to optimize the user experience of traders and wealth managers

Refinitiv partners Vestorly on AI-driven marketing tools for wealth management providers

Refinitiv has a rich history of servicing the Wealth Management industry from front to back office.

SS&C Completes Acquisition

The new brand will run as a business unit and report to Mike Megaw, Managing Director, Business Process Automation.

Hill Dickinson advises Maven on US$8.3m co-investment deal into fintech Delio

The software enables financial institutions to offer a more intuitive investment experience, enhance their operational efficiency and gather invaluable user insights.

Top Strategic Technology Trends for 2022

Composable applications make it easier to use and reuse code, accelerating the time to market for new software solutions and releasing enterprise value.

Coinshares Expands Stake in Swiss Flowbank

Coinshares’ investment aligns with the company's strategic goal to make it an integrated digital asset fintech company

WealthTech Matters – The Client: Digital Engagement In Wealth Management

Allowing more self-service elements was not top of the list, but given it will both empower the client and provide efficiencies, it was felt to be a desirable addition in time.

SS&C Forms Long-Term Partnership with Australian Wealth Manager

SS&C will work closely with North’s technology team as it continues to enhance the platform’s digital and administrative capabilities for advisers and clients.

SIX Reports Successful 2021 Performance Despite Challenging Global Situation

Without the Worldline-related effects, Group net profit rose 37.3% compared to the previous year.

BNP Paribas bars Russia-based staff from computer systems as cyber attack fears grow

The move, aimed at protecting the bank from cyber criminals

FinTech