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FinTech

05/07/2024

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.

05/07/2024

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.

04/30/2024

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

04/29/2024

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.

04/29/2024

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.

04/25/2024

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.

04/25/2024

Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange

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

04/25/2024

SJP academy head: Treading the technology tightrope

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

04/24/2024

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.

04/23/2024

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.

04/22/2024

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

This includes stimulating the rapid development of the wealthtech industry.

04/18/2024

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

04/18/2024

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

04/16/2024

SBI SECURITIES Selects Broadridge's Post-trade Solution for its Equities Brokerage Services in the UK

Broadridge has proven to be the partner of choice for us as we grow our business globally.

04/11/2024

Santander to launch Openbank digital brand in US

Under the Openbank name, Santander will introduce a new nationwide digital offering in the US.

04/11/2024

UBS Group Digital Transformation Strategy Analysis Report 2024

This report provides insight into UBS's fintech activities

04/10/2024

How wealth firms can find the right AI for the job

FinTech Global spoke to several WealthTech leaders to offer some guidance on what to look for.

04/09/2024

Navigating the new era of compliance: AI innovations in wealth management

The financial sector, especially wealth and asset management firms, is at a pivotal juncture.

04/09/2024

London-based Avenir secures €487k pre-seed to disrupt wealth management with personalisation

With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK

04/08/2024

Wealth apps: improving the digital experience for your wealth management clients

Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.

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