Managers of Wealth

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

The Invisible Content of the Future

There was a time when humans made important decisions about other humans. Now we have artificial intelligence-driven machines...

Quarantine Angst

Well, its important to understand what triggers are pushing you to the edge in the first place

European B2B Wealthtech Startup Raises €2 Million

SS&C Technologies Signs More than 100 Growing Funds to Eze Eclipse

Cloud platform adoptions accelerate

SS&C Releases Interactive Dashboard for Employee Benefit Integration Management

SS&C’s BenefiX® simplifies the transmission of employee enrollment and eligibility data to insurance carriers

Tegra118 Wins Family Wealth Report Award for Outstanding Contribution to Wealth Management Thought Leadership

The awards were designed to recognize companies, teams and individuals that a prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2019’.

How Fintech is Shaping the Future of Wealth Management

Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time.

SS&C Acquires Captricity

Acquisition adds Vidado, the enterprise machine learning paper-to-digital data transformation platform

FinTech