Managers of Wealth

Broadridge Reports Third Quarter Fiscal 2024 Results

Recurring revenues increased $8 million

Temenos Multifonds extends partnership with Citi Securities Services to consolidate global funds services on Multifonds SaaS

Move to Multifonds SaaS enables Citi Securities Services to manage its global business efficiently on a single platform

Dubai-based Amwal Capital Partners Updates Tech to Drive Growth with Broadridge’s Investment Management Solutions

Amwal Capital is now live on Broadridge’s investment management platform, which is providing the firm portfolio, order, and risk management as well as visual analytics, and performance attribution.

Olea Global and Standard Chartered forge strategic partnership to bolster SME growth

This strategic partnership illustrates our unwavering commitment to innovation in delivering customer-centric solutions.

Canadian First Time Home Buyers on the Rise as Record Volume of FHSA Activity Soars According to Broadridge

18 financial institutions currently leveraging Broadridge’s solution to help first time homebuyers achieve the dream of buying a house

PIMFA WealthTech and Morningstar select two Fintechs to showcase ESG solutions at Morningstar Conference

PIMFA WealthTech has been created to address digital business transformation through the development and adoption of market-leading technologies.

How AI can dictate wealth management strategies for millennials and Generation Z

If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.

SEI Reports First-Quarter 2024 Financial Results

Diluted earnings per share were $0.99 in first-quarter 2024 compared to $0.79 in first-quarter 2023.

Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange

Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity

SJP academy head: Treading the technology tightrope

It’s a dance between embracing the future and honouring the profession’s foundational principles.

Fundpath Secures Further £2m Investment From Fuel Ventures

This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.

Paris-based fintech RockFi raises €3M just three months after its official launch

RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.

How digitalization and generation change are driving the development of the wealthtech industry

This includes stimulating the rapid development of the wealthtech industry.

Leading fund administrator, Alter Domus goes live on Temenos Multifonds platform to manage growth in alternative funds

The alternative investments specialist, with $2.2tn of assets under management, will use Temenos to support the expansion of alternative investments to retail investors

Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth

This solution will enable Kinsted Wealth to improve client experience with a 360° client view

FinTech