Managers of Wealth

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience

AI ignited a private market boom. Now wealthy investors want more

The rise of AI has sparked a constellation of startups promising to provide the data, infrastructure, chips, energy, and models to support the technology.

ERI awarded “Outstanding Wealth Management Technology Provider – Back Office” at the Private Banking and Wealth Management DACH Awards 2024.

The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector.

Why firms are opting for a hybrid strategy when integrating AI

Wealth managers seem to be embracing the hybrid structure for now which is leaving more time for firms to focus on the client relationship.

How tax processing is slowing down German banks

Tax processing in particular is a challenge for financial companies, as the legal framework varies greatly from country to country.

Broadridge Collaboration with CCRI Expands ClearFi Platform, Adding Crypto Sustainability Data

Comprehensive solution for clients required to disclose sustainability metrics and generate whitepapers as per EU MiCA regulation

Sygnum Singapore and Moomoo Singapore partner to offer crypto fund on trading platform

Moomoo Singapore is Sygnum Singapore’s first distribution partner for an asset management product.

10 key stories on AI and wealth management in 2024

By the end of 2024, seemingly every financial technology company offered some sort of AI functionality, whether anyone on the user side asked for it or not.

Outlook 2025: Bitcoin Suisse dares bold forecast

At the beginning of December, Bitcoin exceeded the magical mark of 100,000 dollars.

Caceis expands digital asset services in Luxembourg

Caceis is a key sponsor of this year’s Luxembourg Blockchain Week, taking place from December 9 to 13.

SEI Acquires LifeYield

New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities

La Banque Postale enters exclusive negotiations with BNP Paribas to develop innovative mobility solutions

The two banking groups ambition to make this platform accessible to all retail customers of La Banque Postale by early 2026.

How impactful has open banking been to WealthTech?

The aim was to create greater competition in the market and help new payment services enter the market.

First Abu Dhabi Bank Chooses Broadridge to Build Global Agency Securities Finance Business

Expansion of securities finance within the UAE and broader Middle East

Moneyhub, Marygold partner on wealth app launch

The partnership highlights the shared vision of both companies to deliver innovative solutions in the financial technology sector.

Opportunities, limits and ethical issues: what scenarios for AI in 2025?

The pervasive nature of AI is both fascinating and unsettling.

S64 appointed to deliver cutting edge technology platform to enhance ODDO BHF’s private markets offering

Working in close partnership with ODDO BHF to understand their specific requirements, S64 have designed and implemented a front-to-back solution tailored to ODDO BHF’s core markets of France and Germany.

Everest Group Positions Broadridge in the Highest Leader Position in Market Impact and as a Star Performer in Wealth Management Products PEAK Matrix® Assessment 2024

Everest Group PEAK Matrix® highlights Broadridge’s relative market success and overall capability of technology based on performance, experiences, ability, and knowledge

Apex, Advyzon partner to streamline investment management for advisors

This collaboration integrates Advyzon Investment Management solutions to simplify investment management for financial advisors.

Broadridge Announces First-of-its-Kind AI-Powered Algorithm Insights Service

This is the first and only solution of its kind, using advanced AI to leverage public and private data to understand the liquidity landscape, particularly potential dark fill location.

FinTech