Tag: Wealth management

WealthArc, a Swiss-born FinTech building AI-ready data infrastructure for the wealth and asset management sector, has announced it has received ISO 27001:2022 certification from...

Iress, a wealth management software provider, has announced a strategic partnership with Thoughtworks, a global technology consultancy, aimed at accelerating platform modernisation and enabling...

Key European WealthTech investment stats in Q1 2026: European WealthTech deal activity grew by 21% YoY in Q1 UK companies secured 43% of all...

Improving communication capabilities might not strike wealth management firms as important as tools that streamline trading or insight generation. However, Michael Lynch, chief operating...

Data is the lifeblood for modern finance, and how it’s managed can make or break a business. QUODD was built to help firms improve...

HB Wealth, a fee-only independent wealth management firm with $30bn in assets under management, has expanded its partnership with Arch, a private markets operations...

The financial advice industry has spent a decade asking the wrong question. According to analysis from Kidbrooke, the debate over whether automated systems will...

When wealth management firms think of digitalisation, philanthropy might not appear high on their priority lists. However, Foundation Source CEO Joseph Mrak III believes...

According to Ortec Finance, in today's technology-driven and regulatorily mature environment, the re-entry of high street banks into financial advice could prove to be...

Ortec Finance, a global provider of risk and return management solutions, has launched the BETA version of OPAL Targeted Support, a framework built to...