Tag: Wealth management

WealthArc has consistently emphasised the role of accurate data in making informed business decisions. Over the years, the company has been dedicating significant resources to optimise their data reconciliation processes. The company has released a new report that explores just how it can help firms save time through automation.

When talking about millennials, it is easy to think they are still quite young; however, some of those in the generation are already in their 40s. This is the perfect age for wealth managers to be onboarding them as clients, but have some firms missed the boat?

The WealthTech landscape is undergoing constant transformation. A significant driver of this change is the influx of younger customers due to the great wealth...

Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?

GBST, a pioneering WealthTech company, and Novia Global, a prominent international wealth management platform provider, have reaffirmed their strategic partnership.

FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus explained why investment firms should implement digital channels.

Range, the AI WealthTech platform, has recently announced a $12m funding round led by Gradient Ventures, Google's AI-focused venture fund. The company aims to revolutionize wealth management by providing an all-in-one platform to make financial planning accessible to everyone.

As more companies shift towards the cloud, data-driven wealth management platform WealthArc has compared cloud-based and on-premise wealth management solutions to see which comes out on top.

UK-based 1fs Wealth, which offers digital wealth intelligence, has reportedly received an investment from Singularity Capital, a US venture capital firm.

Cloud-based data automation platform Duco will deploy its technology with New Zealand-based wealth manager JBWere NZ.