Managers of Wealth

InvestCloud offers 'periodic table' of apps to help wealth managers digitalise

Creak has found that people have been on varying stages of the journey, having met a wealth adviser who had no access for clients online recently.

Avaloq wins BLOCKCHAIN category prize

“This award confirms our vision for the blockchain,” said Product Innovation Manager Philippe Meyer, who gave a speech at the trade fair entitled “Integration of cryptocurrencies: towards the convergence of two worlds”.

Wealth management platforms evolve, attract millions in funding

The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed

Gibraltar Stock Exchange announces fintech joint venture

The Hashstacs Inc. collaboration will work to develop the STACS Protocol

Three global banks open innovation labs in Singapore

There is a new openness in banking where you have to take everyone seriously and move fast

Temenos announces fund administration partnership with Curo

Under this new agreement, Curo will migrate more than 3,000 funds from its five legacy fund accounting platforms to a single instance of Temenos’ Multifonds Global Accounting platform.

Fusion Wealth extends SEI agreement

Fusion share a commitment to innovation and we look forward to working together to provide the best possible solutions for both our existing clients and the new joint venture between Lloyds Banking Group and Schroders.

Focus Solutions launches digital engagement software for wealth managers

Bringing together the ‘best in class’ software available on the market and offering cutting-edge technology, it allows wealth managers to deliver exactly what their clients need all in one place.

Avaloq Launches Start-Up Fund

Avaloq Ventures will look to partner with third-party investors such as banks, wealth and asset managers, and established fintech companies in providing capital.

Rothschild-backed robo eyes ‘freemium’ service

Exo’s chief operating officer Nikolai Hack told Wealth Manager the firm is exploring a freemium model whereby clients

Billionaire Motsepe starts online challenge to SA banks

TymeBank has signed up 1 800 clients in the first week of an unofficial launch.

Digital Reasoning Brings AI To Wealth Management

Financial firms get feedback from disparate sources — email, chat, call center and web forms.

How to combine RegTech with data mining technologies

Considering the impact on organisations, early adopters of RegTech combined with data mining technologies can gain a competitive advantage.

Digital China: Wealth management goes digital

Yap says Chinese investors are happy to invest and receive advice digitally because of the pervasiveness of financial technology, or fintech, in daily life.

What Alexa really means for wealth management

Smart speakers, like Alexa and Google Home, have made inroads into the consumer market by allowing users to stream music or check the weather with the sound of their voice.

Standard Chartered rolls out instant messaging service for priorty clients

Clients will also be able to do video and voice calls and conferences with their Private Bankers and Relationship Managers, and invite additional Investment Advisors or Specialists as needed.

Can Nutmeg conquer advice?

Nutmeg has acquired £1.5bn in assets since launching in 2011 and is the UK’s largest robo-adviser.

CMC Markets Institutional adopts Iress OMS

These connected capabilities, integrating to a central order management system and using market data supplied by IRESS, deliver seamless integration for CMC.

Conversational User Interfaces: A Brief History Of UIS by Georgios Lekkas, Objectway

Users had to have a good knowledge of the precise syntax to use and to execute any command. We’ll call this first generation UI, terminal-typing interface.

Pillar After Pillar For A Pan-European Wealth Management - Objectway

The advisor badly needs to request less time to the prospect, and to reduce paperwork.

FinTech