Managers of Wealth

Digitising the Investment Proposal Process

Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.

The future of wealth management

As a result, wealth management clients are ready for more support throughout their family’s financial lives.

Avaloq introduces consulting firm d-fine as a Special Service Partner

Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.

Farther Finance Launches Category Defining Wealth Management Tools

New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible

Digital Wealth Manager Now Managing $1B in Client Assets

StashAway noted that its investment portfolios generated annualized returns ranging anywhere from 16.5% for its greatest risk portfolio to 4.3% for its lowest-risk portfolio since it began offering financial management and investment services in July 2017

Segment of One – the ultimate in customer personalisation

Financial institutions can use Conversational Banking to communicate digitally with their customers and ensure a ’segment of one’ narrative across all channels.

Crypto firm and Avaloq team up to offer crypto asset trading

With this leadership in digital assets for the finance sector, Crypto Finance and Avaloq are empowering financial institutions to offer a seamless digital experience for retail banking, wealth management, and more.

Bordeaux-based Elwin raises €2 million to scale up its wealth management solution

The Bordeaux-based fintech is aimed at savings professionals and more specifically brokers.

Carey Olsen advises CoinShares on launch of exchange-traded Bitcoin product

The ETP programme is operated by CoinShares Digital Securities Limited, a wholly owned company of CoinShares Group.

SS&C GlobeOp Forward Redemption Indicator: January notifications 1.78%

SS&C GlobeOp’s Forward Redemption Indicator for January 2021 of 1.78% reflects lower redemption notices than the 2.26% reported a year ago,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies.

SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability

James Griffin to Lead Global Sales as SS&C Eze Continues Expansion

Cryptos Won’t Work as Actual Currencies, UBS Economist Says

There is no such mechanism for switching off supply on most cryptocurrencies, and therefore their value can slide -- leading to a collapse in spending power.

FinTech positioning for a re-opening in 2021

This environment calls for selective stock picking and a disciplined valuation approach.

What differentiates FinIQ, its target wealth managers, client types and the benefits of its offering

Thanks again to Mahesh for providing his time and insights!

Elinvar successfully signs €25 million funding round with Toscafund as lead investor

Elinvar, founded in 2016 in Berlin, exclusively focuses on B2B2C, enabling its partners to digitalize their business models.

Temenos launches product to help banks overcome legacy issues

Temenos Enterprise Pricing can be deployed on Temenos Transact

Cryptocurrencies move from pizza to regulatory scrutiny

Bitcoin was the first and remains the largest cryptocurrency with two-thirds of total market capitalisation.

additiv enables financial institution IT teams to build their own end-to-end wealth solution

With these tools, and additiv technical staff accessible to support developers, FIs can now easily build inhouse with a ready foundation and wide range of components.

Hybrid wealth platform Wealthpilot raises €8 million

More than 8,500 banks, insurance companies, broker pools and wealth advisors and their customers now work with the firm, which has seen assets entered onto the platform increase tenfold since the middle of 2018 to a total of €42 billion.

Broadridge wins regulatory reporting contract from Clearstream

The Professional Services division of BearingPoint RegTech will support the implementation project.