08/04/2022
The Breakaway Broker Trend Hits Asia, Enabled Through Technology
To sustain their business model and achieve further growth, many are pivoting to wealth management to provide value-added services.
FinTech
08/04/2022
Stackwell raises $3.5m to tackle racial wealth gap
Stackwell will use the funds to support the imminent release of its first product, a robo-investing app. that promises to promote accessibility, education and support throughout the investment process.
08/03/2022
InvestorAi partners with Goodwill Wealth Management to offer smart AI-driven insights through an intelligent app
InvestorAi will make AI-powered insights accessible to customers of Goodwill, giving them access to high-quality investing information in real-time.
08/02/2022
Broadridge Strengthens Presence in Asia-Pacific, Expands Regional Headquarters in Singapore
Reaffirming its commitment to APAC, Broadridge opens a new office in Singapore, paving the way for further growth in headcount, investment and solution offerings
08/02/2022
Profile presents its new solution Acumen.plus Loan Portfolio Management
In particular, Acumen.plus loan portfolio is the ideal tool to help firms achieve standardisation of workflow, flexible curve management, various calculation methods including client loans based on RFR (Risk-Free Rates) and indices.
08/02/2022
TrueLayer targets wealth sector via partnership with WealthOS
With this collaboration, WealthOS clients can embed TrueLayer’s instant, secure account-to-account payments within the funding journeys of their digital wealth products.
08/01/2022
Cryptoassets – how will family offices react to the crypto winter?
Some estimates suggest that the crash has wiped $2trn from the market, with several prominent crypto funds being forced to restrict customer withdrawals and some entering into liquidation.
08/01/2022
SIX enhancing Swiss-Singapore financial ties
The Swiss company’s service offerings in Singapore are in the areas of exchanges, securities services and financial services
08/01/2022
A new approach to platforms
These huge global firms created a demand for middle and back office operational outsourcing solutions, initially filled by the major global custody banks.
07/28/2022
Temenos and Wipro Announce Global Strategic Partnership to Accelerate Digital Transformation in Banking
Temenos cloud-native open platform and Wipro’s expertise in modern technologies will enable banks of all sizes to de-risk transformations and achieve faster time to market
07/28/2022
SEI Launches Growth Lab
Practice Management Hub Offers Advisors Actionable Tools and Advice
07/27/2022
Delio and Shinhan Investment Corp team on digital asset services
The two companies intend to form a cooperative business agreement on crypto assets and create digital assets-based financial services using their respective expertise.
07/26/2022
Saffery Champness partners with Coinify to accept cryptocurrency payments
Coinify’s focus on instant delivery and regulatory compliance will make the payment process efficient and seamless for those clients
07/25/2022
Lloyds, Santander, Barclays, TSB demand Google, Facebook reimburse online fraud victims
With £462 million being returned in 2020 and 2021 to financial crime victims when the funds cannot be recovered
07/22/2022
Wombat launches crowdfunding campaign
The Crowdcube campaign will run for three weeks and has a target of £1 million. It will be the first time Wombat is coming back to Crowdcube since it launched in 2019.
07/22/2022
Philippine asset and wealth manager ATRAM to launch digital wealth management platform with additiv
The strategic partnership will enable ATRAM to modernize and digitize their wealth management solutions to meet the growing need for intelligent and intuitive investment services.
07/21/2022
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts
07/21/2022
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients
07/20/2022
YourStake launches new integration with SS&C's Black Diamond® Wealth Platform to give clients a full view of their investment impact
This tool can help advisors consistently and easily demonstrate the impact of investing and cut through greenwashing by drilling down to specific information on each company in a portfolio.
07/20/2022
M&G Wealth Advice chooses intelliflo to support expansion plans
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”