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
FinTech
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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.
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.”
Schroders announces strategic investment in digital assets
Schroders has taken a strategic minority stake in Forteus, an asset manager focused on blockchain technology and digital assets.
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
The new SIPP offering is made possible by partnering with Quai Digital, a leading U.K. investment and pension services provider.
Geneva bank launches zero-fee Swiss equity trading
The partnership between BX Swiss and FlowBank aims to revolutionize Swiss equity trading for private investors.
Leonteq Launches first products with VP Bank under new innovative issuance model
This innovative business offering provides fast time-to-market based on a simplified cooperation design triggering limited investment costs.
BLKB aims to take stake in payment fintech
The company, a spinoff from the University of St Gallen and ETH Zurich, offers app-based payment options and encourages users to save and invest.
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix
This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
Finuevo Suite: The new Banking experience
The Finuevo Suite platform delivers a unique banking experience to banks and financial institutions that want to differentiate and competitively meet and exceed their customer expectations whilst offering an outstanding level of service to their banking p
StashAway launches industry-first Flexible Portfolios
It is the first product in Mena that offers investors the choice to customise their portfolios with ease. Flexible Portfolios allows investors to pick the asset classes they want, decide their exact allocations, and change them any time
Digitalization hiring levels in the private banking industry rose in June 2022
We've analysed hiring patterns using data from GlobalData