Tag: Kidbrooke

Modern digital trading tools have transformed the wealth and asset management sector, but what features differentiate the good from bad? To help guide firms, FinTech...

When financial institutions evaluate analytics platforms, it can be tempting to focus on eye-catching features and pricing alone. Yet according to insights from Kidbrooke, the...

Agentic AI has captured the minds of many in the wealth management sector. With its ability to replicate human interactions, there are various natural...

Kidbrooke has introduced a new employee benefits platform, Life, designed to transform the management of End of Service Benefits (EOSB) in the UAE and the wider Gulf region.

As the wealth management sector continues to attract more people and the marketplace becomes crowded with more providers, data analytics could be an important differentiator.

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.

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...

The first half of 2025 has revealed clear shifts in wealth management, with firms moving beyond discussions of investment strategies to focus on access, personalisation, experience and automation. Kidbrooke, which offers a unified analytics solution for investment and wealth firms, recently outlined the four trends are shaping how advice is delivered, scaled and humanised across the sector.

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.

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.