Tag: wealth management software

Banks across Germany, Austria and Switzerland that are replacing their wealth management platforms face a difficult balancing act. According to fincite, the DACH region...

Key European WealthTech investment stats in H1 2026: European WealthTech deal increased 4% YoY UK companies retained their top spot in the European WealthTech...

Key global WealthTech investments stats in Q2 2026: Global WealthTech investments fell 62% QoQ in Q2 Deals over $100m dropped 87% as investors prioritised...

Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...

The best WealthTech software goes unnoticed — until it doesn't. Advisors toggling between multiple systems to find the same client data, status changes vanishing...

Selecting the right wealth management software has never been more consequential. As advisory firms face mounting regulatory scrutiny, growing client volumes, and increasingly complex...

fincite has made its cios platform available in the Microsoft Azure Marketplace, marking a further step in the company’s push to simplify digital wealth...

Two of Europe’s most prominent WealthTech firms, Fincite of Germany and Harvest of France, have announced a strategic merger to create a new European leader in wealth management software.

Key German WealthTech investment stats in 2024: German WealthTech investments dropped by 70% in 2024 YoY Average deal value dropped to $12.9m as investors...

A recent blogpost by MyDocSafe has examined how wealth managers can maintain a relationship of trust with their clients in an age where in-person meetings are becoming rare.