Managers of Wealth

FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM.

The Evolution of WealthTech: Key Platforms Shaping the Future of Digital Wealth Management

Unfortunately, nine years ago, the level of technology penetration in the financial sector was too low to take the next step.

LGT launches internal ChatGPT

The new service is designed to improve efficiency and is available to all staff.

AI-powered financial advisors impact wealth management industry

Hybrid AI advisory combines AI tools, like generative AI, with human expertise.

Santander deploys deepfakes to raise awareness of AI scam risks, with half of Brits unaware or confused by the emerging threat

A deepfake is a video, sound, or image of a real person that has been digitally manipulated through artificial intelligence (AI), to convincingly misrepresent an individual or organisation.

InvestCloud Delivers Client Lifecycle Management Platform for Rathbones Group PLC

The launch of the InvestCloud platform is an important step in our journey of enhancing our digital capabilities across the group

Etops Group AG to become part of a European wealthtech group backed by Pollen Street Capital

Etops currently serves approximately 100 clients across the wealth and asset management sectors through its versatile etopsOS platform.

Broadridge Reports Fourth Quarter and Fiscal 2024 Results

Fiscal Year 2024 Recurring revenues grew 6% on a reported and constant currency basis

Rathbones live with Iress’ Xplan

Rathbones selected Iress to join its group of service and technology partners because of the modularity of Iress’ solution

Tech adoption crucial for wealth transfer to Gen Zs – Investment advisors

Experts noted that it was important to tailor wealth transfers to fit their financial behaviours and expectations.

Fintech trends in asset management: A new era of innovation and transformation

The emergence of DLT, often implemented using blockchain technology, has facilitated the tokenization of various asset classes

SEI Wins Three Leading Industry Awards for Cybersecurity Solution

SEI Sphere Recognized for Advancements in Network Security, Threat Intelligence, and Managed Security Services Capabilities

Investor Communications Japan and Broadridge Launch ESG Solution for Corporate Issuers in Japan

Solution enables firms to evaluate and improve their ESG performance

BoBo Fintech: Revolutionising Wealth Management For The New Generation Of Ultra-High-Net-Worth Individuals

Bourgeois Bohème also called BoBo Fintech, a cutting-edge wealth platform, is redefining the way affluent clients manage their finances, blending high-tech functionality with high-end lifestyle services.

Credicorp Capital goes live with Temenos Multifonds on SaaS

New platform enables Credicorp Capital, part of one of Latin America’s largest financial groups, to handle larger fund transaction volumes across countries with greater stability and agility

Over half of Asia's wealth managers want a tech refresh, says Avaloq

Enhanced data visualisation and increased process automation are among the top functions desired by wealth managers

Endowus x Intellect Wealth & Wellbeing Report: 40% of Gen Z and Millennial Workers in Hong Kong Often Think About Leaving Their Jobs

The findings of the study establishes a virtuous, cyclical relationship between high levels of financial wellbeing and personal wellbeing.

FinTech