Tag: WEALTH

Decision-making is arguably one of the most important parts of a wealth manager’s workload. As advancements in technology continue to accelerate, these managers have the chance to drastically improve their output.

Last month, Aiviq spearheaded a crucial industry event, bringing together forward-thinking leaders from 10 prominent asset management firms.

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.

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.

The fifth annual WealthTech100 list has named the technology companies transforming wealth and asset management during the uncertain market.

Wealth transfer is an important topic for all wealth managers, but most fail to keep hold of the heirs. But what if there was a way to boost retention rates?

VRGL, which offers wealth managers institutional-grade analytics and automated data extraction tools, has collected $15m for its Series A round.

The US accounted for 44% of total seed deals in March which further cements the country’s position as the leading FinTech innovation hub...

Finantix, a software builder for banking, wealth and insurance industries, has named Tim Wood as its new chief financial officer.

Quovo, a data platform providing connectivity to consumer financial accounts, has extended its Series B round, bringing the firm's total funding to $20m.