Tag: asset management

In an era where digital transformation is paramount, asset managers are recognising the indispensable role of automating Anti-Money Laundering (AML) processes.

Key French InsurTech investment stats in 2023: • French InsurTech companies raised a combined $94m in 2023, a 60% drop from 2022 • French InsurTech deal...

Key French InsurTech investment stats in 2023: • French InsurTech companies raised a combined $94m in 2023, a 60% drop from 2022 • French InsurTech deal...

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

Vietnamese FinTech firm 1Long, a groundbreaking financial technology platform dedicated to facilitating individuals in achieving their financial aspirations, has raised $500,000 in a pre-seed funding round.

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.

Japanese FinTech investment stats in 2023: • Japanese FinTech investment totalled at $212m in 2023, a 52% drop from 2022 • Japanese FinTech deal activity reached...

FNZ, a prominent global WealthTech platform, has officially acquired ifsam, International Fund Services & Asset Management, recognized as a leading business-to-business (B2B) fund platform...

As another year starts, it is the time to look ahead and attempt to predict what is to come and the biggest trends for the WealthTech sector in 2024.

2023 proved to be another difficult year, with many businesses being forced to enter survival mode and clamps were placed on budgets and resources.