Tag: WealthTech

ByAllAccounts is transforming the landscape of WealthTech with the introduction of its open and closed tax lots data.

Technology has transformed banking into flexible system that can no longer rely on the mantra of one-size-fits all. Banks need to meet the modern demands of customers. While this might seem simple, not all customers have the same expectations and so banks need the flexibility to provide customers with the services and tools they really want.

Artificial Intelligence (AI) is rapidly reshaping the landscape of wealth and asset management, offering innovative solutions that significantly alter how high-net-worth individuals manage their finances.

In a groundbreaking study published in the Journal of Banking & Finance, researchers have introduced a sophisticated method to quantitatively evaluate investor risk preferences, highlighting the importance of loss aversion.

WTW has announced its acquisition of a stake in Atomos, a prominent, advice-led wealth manager operating in the UK.

Investors are increasingly likely to move away from wealth managers who fail to implement modern technological solutions.

Bud Financial, a leading AI-powered financial data platform for banks, has launched an agnetic AI banking capability to help individuals optimise their finances.

Gulf Capital Investment "InvestGB" has entered into a strategic partnership with Avaloq. This collaboration aims to enhance InvestGB's client service capabilities and transform its core...

IntellectAI has recently introduced its innovative wealth platform, WealthForce.AI, for the Middle Eastern market.

Wealth.com, a pioneer in AI-enhanced estate planning, has announced a significant financial milestone, successfully securing $30m in Series A funding. The round was spearheaded by...