WealthTech

QuantCube Technology today unveiled its innovative Asset Mapping database, engineered to bridge the critical data gap faced by banks, insurance firms, asset managers, and corporations.

Gulf Capital Investment "InvestGB" has entered into a strategic partnership with Avaloq. This collaboration aims to enhance InvestGB's client service capabilities and transform its core...

Oportun, a mission-driven FinTech company, today revealed the successful amendment and extension of its longstanding warehouse facility.

DailyPay, a pioneering WorkTech company from the United States, is set to introduce its Earned Wage Access (EWA) services to the United Kingdom this fall.

Scotiabank and ZayZoon, a financial empowerment platform, announced today a strategic partnership to expand Earned Wage Access (EWA) in the Canadian market.

Understanding the mindset of intermediaries is paramount for asset managers aiming to engage and collaborate with broker-dealers effectively. It's essential to grasp the key drivers behind their decision-making processes and identify critical contacts within their home offices. Such insights can highlight potential leverage points even before partnerships are forged.

A recent report from financial analytics firm Kidbrooke has revealed significant shortcomings in the communication practices of many fund companies.

Client relationship management (CRM) has always been the cornerstone of success in wealth management, driving personalised support and client retention.

IntellectAI has recently introduced its innovative wealth platform, WealthForce.AI, for the Middle Eastern market.

Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding. The round was spearheaded by...