Tag: fincite

The investing world has changed dramatically over the past couple of decades. What was once reserved for the wealthy has now become available to everyone thanks to the proliferation of WealthTech and digital investing tools.

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that will shape the last few months of 2025. 

Why Data Matters More Than Ever Data is invaluable to wealth management. Data is a powerful resource that when used effectively can help a firm...

FinTech Global recently spoke to leaders in the WealthTech space to highlight the WealthTech trends that stood out in the first half of 2025.  Some...

A fresh wave of financial regulation is reshaping how banks, asset managers and real estate advisors operate, driven by the introduction of CRR III...

The global neobanking market was valued at $143.2bn in 2024 and is expected to reach $3.4trn by 2032, according to Fortune Business Insights. While this will bring more competition for the digital banking sector, wealth management could also be impacted.

Many asset managers remain shackled by outdated systems, despite rising client expectations and stricter regulatory frameworks.

Capgemini’s World Wealth Report 2025 casts a sharp light on one of the most significant transitions underway in financial services today—the global generational wealth transfer. fincite, a WealthTech platform supporting investment advice from onboarding to reporting, recently delved into the report.

While the wealth management sector is embracing technology to transform their operations, are there still some major issues that are waiting to be addressed? 

The introduction of CRR III and ongoing MiFID II requirements is raising the regulatory bar for banks, asset managers, and real estate professionals. While these rules add complexity—from stricter capital requirements to extensive documentation—they also open the door to modernising outdated processes through digitalisation.