Managers of Wealth

Orion and HiddenLevers Announce First Post-Acquisition

Leading RIA and TAMP chooses HiddenLevers for its approach to risk analysis and recommendation construction

SS&C Signs Multiple Clients to its FRTB Solution

Nova Ljubljanska banka and SDC implement SS&C Algorithmics' Fundamental Review of the Trading Book solution ahead of the deadline

UBS’ Insourcing Revolution Shakes Cognizant

The major IT consultancy and outsourcing companies make immense amounts of money from the financial sector

What’s the new digital playbook for wealth management?

New report unwraps action agenda to help firms increase profitability and enhance both client and advisor experiences

Wealth Manager to Employ ForwardLane's AI Insight Automation Platform

Committed to providing its advisors with the latest resources to enhance client engagement.

The St.Galler Kantonalbank relies on the CREALOGIX Hybrid Platform

The hybrid platform allows the existing architecture to be combined with new applications, which is both cost-efficient and offers additional scaling potential.

Kate, your personal digital assistant at KBC

celebrates a six-month milestone

VP Bank and InvestCloud to partner in building an innovative Open Wealth Service platform

The platform will be based on an open service architecture that includes all the Bank’s locations.

Which tech trends will accelerate when payments turn real time?

Consumer-oriented companies value the increased speed of funds transfer, especially in the retail business.

New London fintech ikigai closes crowdfunding at £1.9M, exceeds target by 158%

Also, ikigai will continue to iterate its product by introducing new features that redefine the way affluent and young users bank. It will let them spend, save, and invest in both their personal and financial goals.

WealthOS raises $800,000 in seed funding

WealthOS has attracted investment from current and former senior executives of some of the world's leading asset management firms.

The (Artificial) Intelligent Investor

Robo-advisors are automated, digital platforms that provide financial-planning services based on market algorithms and trends – a stark contrast from traditional avenues such as investment advisors.

Transforming private markets by Delio

Delio powered platforms create end-to-end digital solutions that mitigate the challenges typically associated with the private market investments industry.

Avaloq wins prestigious European wealth management award

Avaloq has won the prestigious Transaction Processing Solution category at The Ninth Annual WealthBriefing European Awards 2021.

Rosie Reynolds Marketing joins as the latest PIMFA Plus Partner to help firms develop their digital futures

Rosie Reynolds Marketing offers tailored solutions for businesses to achieve their digital marketing goals such as email campaigns, social media support, website content and design, SEO, social media and Google Ads.

Digital Asset Manager Wave Financial Crosses $500 Million AUM

Wave has a wealth and treasury management division that serves portfolio solutions and services for large blockchain protocols, and HNIs as well.

Technology adoption – maximising uptake

Article based on TWM’s webinar on moving from people vs tech to people & tech. Edited by Alison Ebbage

TechRules launches in Tower a new business generation module totally integrated

An efficient business growth for financial entities

M&G Wealth partners with fintech for hybrid advice launch

Sydney-headquartered Ignition Advice announced its move into the UK in this month and is establishing teams in London and Edinburgh, following a Dublin presence in 2017.

Read online: The Exponential Pull of Innovation Uberization 2.0

Part One — Subversive Startups Challenge the Establishment and Recent Developments

FinTech