on-premise-vs-cloud-based-the-battle-in-wealth-management

On-premise Vs. cloud-based – the battle in wealth management

As more companies shift towards the cloud, data-driven wealth management platform WealthArc has compared cloud-based and on-premise wealth management solutions to see which comes out on top.
Wealth intelligence platform 1fs Wealth secures Singularity Capital backing

Wealth intelligence platform 1fs Wealth secures backing

UK-based 1fs Wealth, which offers digital wealth intelligence, has reportedly received an investment from Singularity Capital, a US venture capital firm.
Duco to support reconciliations at New Zealand-based JBWere NZ

Duco to support reconciliations at New Zealand-based JBWere NZ

Cloud-based data automation platform Duco will deploy its technology with New Zealand-based wealth manager JBWere NZ.
Altruist collects $112m to enhance its platform for RIA

Altruist collects $112m to enhance its platform for RIA

Altruist, a custodian built exclusively for registered investment advisors (RIAs), has secured $112m in its Series D funding round.
Acorns-acquired-GoHenry-to-deliver-financial-wellness-to-the-whole-familiy

Acorns acquires GoHenry to deliver financial wellness to the whole family

Acorns, a saving and investing app for everyday people, has acquired GoHenry and its European arm Pixpay.
dutch-stock-exchange-for-smes-npex-raises-e2m

Dutch stock exchange for SMEs NPEX raises €2m

NPEX, a Dutch stock exchange for SMEs, has secured a €2m financing round that was led by existing shareholders, including CEO Mark van der Plas.
Raisin

Raisin nets €60m in Goldman Sachs-backed Series E

Raisin, a global savings and investment specialist, has raised €60m in a Series E funding round backed by Goldman Sachs.
How will Generative AI impact wealth management?

How will Generative AI impact wealth management?

Generative AI has taken the world by storm in just a matter of months. As companies look to assess whether the technology could transform their operations, will wealth management become a natural home for it?
WealthTechs Confluence, FundGuard partner up

WealthTechs Confluence, FundGuard partner up

Confluence Technologies has partnered with cloud native, AI-powered investment accounting platform FundGuard.
Investor and startup connection builder Connectd bags $2.6m

Investor and startup connection builder Connectd bags $2.6m

Connectd, which helps connect investors and startups, has reportedly collected $2.6m in a fresh funding round.

News Stories

Steering third-party risks in banking: Final guidance by regulatory agencies explained

Steering third-party risks in banking: Final guidance by regulatory agencies explained

Final guidelines aimed at bolstering third-party risk management in banking organisations have been issued by a cohort of federal bank regulatory agencies. This initiative is designed to help such institutions better navigate the risks arising from relationships with third-party entities, with a particular emphasis on financial technology, or FinTech, enterprises.
CBA takes a stand against cryptocurrency scams

CBA takes a stand against cryptocurrency scams

As cryptocurrencies become increasingly popular, the risk of scams targeting investors has grown. In response, Commonwealth Bank (CBA) has launched new safety measures aimed at safeguarding its customers. The bank will now impose restrictions, delays, and limits on certain payments to cryptocurrency exchanges.
GTreasury and C2FO: A strategic alliance unlocking liquidity solutions for treasurers

GTreasury and C2FO: A strategic alliance unlocking liquidity solutions for treasurers

In a significant announcement today, GTreasury, a premier integrated treasury and risk management systems provider, revealed a strategic collaboration with C2FO, known as the world's leading on-demand working capital platform.
BingX and CoinTracking revolutionise crypto tax reporting in strategic alliance

BingX and CoinTracking revolutionise crypto tax reporting in strategic alliance

BingX, a prominent global cryptocurrency exchange, has revealed its new collaboration with CoinTracking, the renowned cryptocurrency portfolio management and tax reporting platform.
Amsterdam-based InsurTech Insify attracts $10.7m

Amsterdam-based InsurTech Insify attracts $10.7m

Amsterdam-based InsurTech firm, Insify, has successfully sealed its Series A funding round by amassing an additional $10.7m.

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