Managers of Wealth

The innovation wave for banks by Profile Software

Latest technology and methodologies are utilised in its digital banking offering with a number of successful implementations around the world.

SS&C Vision FI awarded Best Client Communications Solution

The WealthBriefing awards showcase ‘best of breed’ providers that have clearly demonstrated innovation and excellence in the global private banking, wealth management and advisor communities.

The World’s Second-Largest Maker of Bitcoin Mining Rigs Seeks $1 Billion Crypto IPO

A top China Securities Regulatory Commission official visited the company’s headquarters last month and ‘welcomed’ them to list domestically.

“Riding the Waves of Technology Innovation – The Nexus between Payments and Cybersecurity”

There’s a shake-out happening in the fintech world.

HSBC and ING collaborate on blockchain-powered transaction

A letter of credit was issued using the Corda blockchain by HSBC to ING.

Stellar and Monero added to deVere Crypto exchange due to public demand

Nigel Green, founder and CEO of deVere Group, comments: “We’ve further expanded our offering on deVere Crypto to include Stellar and Monero due to clients demanding an even more extensive crypto portfolio.

Profile Software unveils Axia Robo Advisor

The firms benefit, among others, from the sheer automation and flexibility of the platform to manage the full advisory process, its low operating cost and fast client acquisition while delivering “independent” advice with transparency.

As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say

Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited

Avaloq opens state-of-the-art office and service facilities in Singapore

The pace of growth and the significant opportunities have fuelled the need for new facilities and an expansion of Avaloq’s local infrastructure. While Avaloq’s existing services premises in the

Ex-UBS Bankers Challenge Pricing Model

The Swiss market would now appear well stocked with digital managers and robo advisers, but Clear Minds has found a niche for itself, and one which breaks with two conventions.

Digital wealth management still in its infancy: report

While 34.6% of wealth management products are sold online, it is second to the US's 40.7%, leaving much room to grow

Bath fintech start-up i4C to unveil software after aiding Epoch Wealth Management

The start-up now wants to expand its 12-strong team by recruiting candidates with financial and customer service experience, plus those with wider technological expertise.

AdNovum: Partnership with NetGuardians

The sophisticated analyses allow NetGuardians' platform to identify potential fraud already while it is being prepared.

WealthTech investments reached 80% of last year’s total in Q1 alone

Global WealthTech funding is on track to surpass 2017’s record with over $2bn invested in Q1 2018

Bremer Bank Adopts SEI Wealth Platform

Strategic Win Supports Unified Platform's Increased Momentum Over Past Six Months

Fintech most popular sector for HNW investors: report

Fintech is the most popular sector among high net worth and professional investors, according to Capitama, a direct private investment platform.

Finance without frontiers

Technology is prevalent in most industries so the topics of fintech and regtech are of utmost importance to those working in financial services.

HNW investors favour fintech

“Our data shows that investors see real value in the companies operating in this space, and that they see a strong future for the UK fintech scene despite Brexit.”

Jack Ma’s Ant Financial to snag Carlyle for $10bn fund-raising

The funding will be mostly used for overseas expansion, the people said.

JHC to source market data from VMS

The partnership is a significant step for the US based market data provider which is looking to increase its European and MENA client base.

FinTech