FinTech Archives - Page 157 of 262

CREALOGIX Managing Director APAC on Delivering Technology-Enabled Super-Personalisation in Wealth Management

December 7, 2021

The CREALOGIX Group describes itself as a multinational digital transformation specialist and a Swiss FinTech Top 100 company

FinTech

Brewin Dolphin goes live with Avaloq

December 7, 2021

The new platform will replace a legacy core banking system and is a key pillar in Brewin Dolphin’s focus on greater operational efficiencies as well as technological agility to support its long-term growth strategy.

FinTech

No API, No Party. A new Shakespearean drama?

December 7, 2021

The creation of these new holistic scenarios leads to the need and opportunity to exploit technologies capable of managing large volumes of data

FinTech

Waverton Adopts SEI Wealth Platform

December 7, 2021

Technology and Operational Outsourcing Enables Efficiency and Scale to Support Ambitions

FinTech

Robo Wealthsimple shuts struggling UK operation

December 6, 2021

The Canadian robo-adviser will transfer £272m worth of assets to rival Moneyfarm after deciding to call time on its loss-making UK operation.

FinTech

Urgent call for asset managers to up their game on escalating crypto demand

December 6, 2021

Cerulli said it believed that individual investors will benefit from the guidance of trusted asset managers to help navigate this complex landscape.

FinTech

Zoe Financial Announces Partnership With Digital Wealth Management Innovator

December 3, 2021

Zoe's meticulously curated Network admits only the top 5% of advisors in the country, matching their clients with fiduciary advisors who provide best-in-class personalized financial advice.

FinTech

BNY Mellon's Pershing to Acquire Optimal Asset Management

December 3, 2021

Deal will provide customized direct indexing solutions to investors seeking tax optimization and personalized portfolios aligned to their values

FinTech

Seba Bank launches cross asset platform

December 2, 2021

The innovative AMC platform enables Swiss asset managers to originate a Swiss-compliant AMC with Swiss ISIN and make unlimited use of SEBA Bank’s sophisticated portfolio management services.

FinTech