Managers of Wealth

SEI beats Street 2Q forecasts

Closes Acquisition of Archway

Legaltech firm claims world’s first real estate robo-lawyer

The documents are attorney-grade and attorney-reviewed before delivery.

Artificial Intelligence goes global: demand for AI reaches four continents in three months

This global interest reiterates the importance many are placing on new technologies to help them solve complex business challenges.

Digital tech can't quite replace the private banker - yet

As digital applications continue to be integrated in all that we do, there is much talk about how this could affect the financial adviser role and in the extreme case, possibly remove them altogether.

What's Next for WealthTech?

On the one hand we see global firms actively embrace the rapidly evolving technological landscape

IRESS accelerates integration into investment platforms to deliver adviser efficiencies

“We are working with providers on an ongoing basis to extend our platform connectivity proposition"

Cannabis tech platform closes private placement

The investors included Isaac Dietrich, chairman of MassRoots and unidentified investors that include family offices and high-net worth individuals.

Seven luxury smartphones and privacy services to stop your ‘very important data’ leakin

As threats to personal privacy seem to increase every day, we look at some of the high-end phones and apps designed to see off those dastardly hackers, cyberpunks and data thieves

Australian robo-advisor begins European expansion

Ignition Wealth said its digital financial advice technology will provide the Irish advice market with operational efficiencies and delivering greater compliance.

Jan Schoch's Flynt Bank Advances

The spectrum of specific knowledge allows the firm to combine technology.

How cognitive technologies are transforming capital markets

Many of the technologies operate at the frontier of the technologically possible, but as the price of hardware falls the case for their use gets stronger.

Clearstream targets streamlined fund operations for Swiss bank

Clearstream will collaborate with Edmond de Rothschild as the Swiss bank aims to simplify its third-party fund processes.

Nimble fintechs are going to sweep away the old banks – right? Wrong

What we also heard – that may surprise the champions of change – is that many of the challenges faced by fintechs and the old guard are the same.

Wealth Management Startup Gets $800 Million Valuation

“We’ve grown from $4 billion assets under management the last time we raised to nearly $10 billion now,’’ Jon Stein

Utmost Wealth Solutions announced as latest provider partner for Panacea Adviser

Utmost is a leading provider of wealth management services, based on the Isle of Man and in Dublin.

Temenos second-quarter sales up 14 percent

"This is translating into significant growth in our market as banks embark on front-to-back progressive renovation of their legacy systems."

Isle of Man aims to be ICO hub

This includes requirements to comply with Know Your Customer (KYC) and beneficial ownership procedures.

WDX - A Finalist for the 2017 WealthManagement.com Awards in New York

Now in its 3rd year, the 2017 Executive Forum and Industry Awards recognize the companies and organizations that support financial advisor success.

FXAwards - Silver Win for SHL Digital Client Portal

Clear customer insight was also a focus

Tool launched to help advisers meet EU rules

The new platform underpins SIX’s existing MiFID II data offering and PRIIP document generation and distribution services.

FinTech