Tag: Wealth managers

CIBC Innovation Banking invests $10m in AI pioneer Boosted.ai for expansion

Boosted.ai, a Toronto-based company specializing in automating investment management through AI, has received a significant boost with a $10m growth capital infusion from CIBC Innovation Banking.

Avenir secures $530k to revolutionise WealthTech with cutting-edge personalisation

Avenir, a UK-based WealthTech firm, has successfully secured $530,000 in pre-seed funding.

Nearly all wealth managers plan to adopt new technologies in 2024...

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

Majority of wealth managers are dissatisfied or indifferent to their current...

The majority of wealth managers (70%) have expressed dissatisfaction or indifference towards their existing technology systems, according to recent research conducted by Avaloq.

Examining the future trends in the WealthTech space

In the dynamic landscape of financial management, Wealthtech, an intersection of sophisticated FinTech and wealth management, has emerged as a transformative force. Morningstar hosts the discussion which delves into the essentiality of user engagement through personalised, data-driven experiences and the integration of diverse, high-quality information to maintain a competitive edge.

Wealth Dynamix launches industry first end-to-end client lifecycle SaaS solution

Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.

What are the top boardroom priorities for wealth managers?

A recent report commissioned by Mobiquity has underlined the key priorities for UK wealth managers at this current time.

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