Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report
The award was revealed in Celent's CRM Platforms: North America Wealth Management report
FinTech
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Australia’s Newest Digital Bank Goes Live on Temenos to Champion Fairer, More Human Banking Experiences
The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking
Swissquote Captures Financial Zeitgeist
Swissquote is one of the rare, owner-managed and at the same time listed success stories in Swiss banking; but what lies behind its success?
IBOR, ABOR and PBOR: What’s in a Name?
The IBOR goes further, providing users with broader, more granular and real-time views of performance and risk data.
SMArtX Expands Partnership with Wealth Platform
Seamless API and data integration enhance business process automation
Rothschild-backed RIT co-leads funding for crypto platform Aspen Digital
This will fund the launch of the platform and its expansion to London
How technology can improve wealth management for HNWIs
Technology can help wealth managers streamline onboarding by automating data entry and compliance checks.
Nutmeg launches 'wealth consultancy' service
The Wealth Consultants service was launched to help more people engage with financial guidance and advice, following a rise in demand during the pandemic.
Leonteq Expands Its Crypto Asset Offering
Leonteq’s crypto universe will also be eligible for integration into the index strategies of asset managers used within actively managed certificates.
Ninety One Extends Transfer Agency Partnership with SS&C
SS&C GIDS brings superior client service, digital offerings to relationship
Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital
The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.
Multi-Billion Dollar Hedge Fund is reportedly adding Bitcoin to its balance sheet
The wealth management firm allegedly has been looking for staff that understands blockchain technology and it’s possible Goldentree is circling distressed businesses within the crypto industry.