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.
FinTech
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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.
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
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.
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.
Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange
Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity
SJP academy head: Treading the technology tightrope
It’s a dance between embracing the future and honouring the profession’s foundational principles.
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.
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.
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.
How digitalization and generation change are driving the development of the wealthtech industry
This includes stimulating the rapid development of the wealthtech industry.
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