Tagged: high net worth individuals

InvestCloud Introduces New Features for NaviPlan, a Financial Planning Software Solution

InvestCloud, which claim to be the global leader in digital transformation for the financial industry, announced 80 new features to its digital planning tool NaviPlan, “to further support the most complex needs of high-net-worth individuals (HNWIs).” The upgrade also “further integrates NaviPlan into the InvestCloud… Read More

Israeli Fintech Vyzer Selects Salt Edge to Provide Open Banking Boost to Investment

Vyzer, an Israeli-based Fintech consumer-focused startup, joined forces with Salt Edge, a key player in offering open banking solutions, “to enable high net worth investors to instantly connect and sync their European bank accounts, offering a comprehensive analysis of investment performance and fully digital cashflow… Read More

Wealthtech Addepar Releases Proprietary Index, Measuring Investor Sentiment in Private Wealth Portfolios

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, has shared a report that introduces their proprietary Investor Sentiment IndexSM. As explained by Addepar, the index measures or gauges investor sentiment using “detailed portfolio-level data” from the firm’s Wealthtech platform. The… Read More

YieldStreet Reveals that Regular Investors, Not Just High Net Worth Clients, Can Access $3T Structured Notes Market

YieldStreet, an investment crowdfunding platform for alternative assets, which recently reported topping $2 billion in deals funded while returning more than $1 billion to investors, notes that the company was founded on the “premise of narrowing the income and opportunity gap.” The YieldStreet team writes… Read More

Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020

Wealth management tech platform Addepar notes that the broader financial industry had to deal with “extraordinary challenges.” The Fintech firm pointed out that local economies and communities have been “deeply affected by the fallout from this global pandemic.” The Addepar team now believes that it’s… Read More

Wealth Management Firm iCapital Plans to Set Up Offices in London, Japan, Singapore in 2021

Fintech firm iCapital is currently working on its global expansion plans. Lawrence Calcano, CEO at iCapital, recently talked about the company’s growth plans, the markets they plan to enter, and how newly hired workers and office locations are part of the firm’s long-term business strategy…. Read More

Wealthtech: Asian Relationship Managers Don’t have Appropriate Tools or Time to Improve the Client Experience, a New Report Reveals

  Wealth Dynamix, a digital Client Lifecycle Management (CLM) solution that aims to address the requirements of client acquisition and engagement, digital onboarding, regulatory compliance, and relationship management for wealth managers, has published a new report. The report highlights the opportunities and challenges that relationship… Read More

Wealthtech: Martin Stadler, CEO at Swiss Wealth Management Fintech Altoo, Says it’s Important to Work with Incumbents to Offer Quality Services

Martin Stadler, CEO at Altoo, the developer of a wealth platform which focuses on connecting people, wealth, and related processes by leveraging the latest technology, says that his company has onboarded significantly more clients recently because of the current market situation which has seen highly… Read More

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