Tagged: wealth management

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: US and Australia based Creativemass, a Wealth Management Firm, to Receive Investment from Republic Capital Group

Republic Capital Group, a company focused on offering investment banking services to the registered investment advisors (RIAs), asset and wealth management communities, will reportedly make a strategic investment in Creativemass, a US and Australia based financial services software firm. Creativemass provides wealth management solutions via… Read More

California based Fintech Wealthfront, a Robo-Advisor that was Focused on Becoming a Digital Bank, Introduces Checking Account Features for its Cash Accounts

California-based Fintech Wealthfront, a Robo-Advisor that had been focused on becoming a digital bank, has revealed that its checking account features are now live for the Wealthfront Cash Account. In statements shared with Crowdfund Insider, Wealthfront’s management noted that they’re on track to deliver what… 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

UK’s ITI Capital Launches Digital Wealth Management Solution to Help Investors Better Manage Finances Following COVID-19 Outbreak

UK-based financial services firm, ITI Capital, has introduced a digital wealth management solution for investors, which should help them better manage their finances, following the COVID-19 outbreak. ITI Capital said that its wealth management platform will provide detailed insights to users about their finances and… Read More

U.S. Fintech FinMason Launches First Phase of Accessible Fixed Income Analytics For Wealth Management & Asset Management Communities

FinMason, a U.S.-based fintech and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced on Monday it has launched the first phase of its fixed income analytics offering for the retail wealth management and asset management communities. FinMason reported that phase… Read More

Wealthtech: Financial Services Provider SS&C to Acquire Innovest Systems, a Wealth Technology Firm, for $120 Million

  SS&C, a multinational provider of investment and financial services and software for the financial services and healthcare sectors, will be acquiring Innovest Systems, a wealth management technology (Wealthtech) firm, for $120 million in cash and stock. New York-headquartered Innovest Systems offers cloud-powered technology for… Read More

Wealthtech: UK-based ikigai, Developer of a Wealth Management App, to Work with Regtech Firm TruNarrative to Prepare for Official Launch

UK-based ikigai, the developer of a wealth management and banking app, will be working with TruNarrative, a regulatory technology (Regtech) platform, in order to prepare for its official launch. The Wealthtech firm has taken its name from a Japanese concept or idea which means “a… Read More

UP Fintech, a Digital Brokerage Firm Focused on Global Chinese Investors, to Enter Wealth Management Business

UP Fintech Holding Ltd, a major digital brokerage company focusing on global Chinese investors, has confirmed that it’s entering the wealth management and technology (Wealthtech) business. UP Fintech has introduced a product, called the “Fund Mall,” which offers a new wealth management feature that makes… Read More

Singapore-based Smartly, a Robo Advisory Platform, to Close Down Due to Increasing Competition in Wealth Management Sector

Singapore-based Smartly, a Robo-advisory platform, is reportedly planning to close down its business operations, due to intense competition in the wealth management and technology (Wealthtech) industry. Established in 2015 and acquired in 2019 VinaCapital, a Vietnamese investment management company, Smartly’s management has been struggling  to… Read More

Wealthtech: Wealth Managers Rate their Process of Creating and Sharing Investment Advice as Poor to Average, a Report Reveals

Finantix, a technology products firm focused on banking, wealth management and insurance services, has published a report, which it authored in collaboration with WealthBriefing, a news, features and information source for the wealth management (Wealthtech) industry. The market research report, titled “Defining – and Delivering… Read More

Fintech Wealth Management Firm Addepar Acquires $40 Million Investment from WestCap Group

WestCap Group, a private equity firm, has reportedly invested $40 million into Addepar, a Fintech wealth management platform. Laurence Tosi, founder and managing partner at WestCap, who has been a member of Addepar’s board of directors for the past two years, led the investment deal…. Read More

California-based Fintech InvestCloud Introduces InvestCloud White to Offer Improved Wealth Management Services

California-headquartered Fintech firm InvestCloud has introduced a platform, called InvestCloud White, in order to provide an end-to-end wealth management solution and turnkey asset management programs (TAMPs). Introduced at the 2020 InvestCloud Conference, which was recently held in Miami, Florida, InvestCloud White has been developed to… Read More

Citi Unveils Digital Investment Platform “Citi Wealth Builder”

Citi announced on Thursday the launch of its new tool Citi Wealth Builder, which is described as a digital investing platform with professionally managed portfolios that, in a matter of minutes, helps new and existing customers get on track and stay on track to meet… Read More

Swiss Wealth Management Group Julius Baer Launches Digital Assets Trading Services

Swiss wealth management group Julius Baer announced earlier this week it is teaming up with FINMA-licensed SEBA Bank AG to launch its digital asset trading services. According to Julius Baer, the new service will provide clients with access to various solutions for digital assets storage… Read More

Broadridge Appoints Michael Alexander as President of Wealth Management

U.S.-based fintech Broadridge Financial Solutions announced on Monday it has appointed Michael Alexander as its President of Wealth Management. Broadridge reported that in this nearly created position Alexander will be responsible for bringing together the company’s wealth solutions into an integrated wealth management business that… Read More

Survey: 40% of Financial Advisors Say Mobile Apps Will Transform Wealth Management Industry

Financial advisors have been using a wide range of financial planning software and CRM tools to assist their clients. There have been significant changes in the landscape of who offers these financial management tools. Large companies have reportedly been absorbing Fintech startups. However, advisors and… Read More

Greg Gibb: CEO of Wealth Management Firm Lufax Says Chinese Fintech Sector Is “Restructuring Dramatically”

Greg Gibb, CEO at Lufax, an online wealth management platform and tech solution provider for local governments and financial institutions, recently shared his views and insights on the future of Fintech, during the Committee of 100 Greater China Conference and Gala 2019, which were held… Read More

Global Fintech InvestCloud Launches App “PersonaTech” to Create Personal Digital Experiences For Wealth Management Clients

Courtesy ptmoney.com

Global fintech InvestCloud announced on Tuesday it has launched a new app, Personatech, to create a personal digital experience for wealth management clients. According to InvestCloud, the new app will enable any wealth manager to have the ability to create personas for each client. “PersonaTech… Read More

Wealthtech Platform Rerbium Introduces Waitlist for UK-based Clients, Platform to Go Live in 2020

Rerbium, a platform that assists individuals in managing their wealth, recently introduced its waitlist for the United Kingdom. The company says its platform will go live during the first half of next year. Rerbium’s management notes that the company’s platform connects many different investment-focused Fintech… Read More

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