Wealth Management

Global banking technology leader Avaloq to reach net zero emissions by Q3 2020

Avaloq, a global leader in digital banking solutions and wealth management technology, is on track to reach net zero emissions by the third quarter of this year, one of a number of significant targets the firm is announcing as part of its first CSR programme. Avaloq is also on track to be using 100% renewable energy for its global operations by Q3 as it looks to lead the financial technology sector in its approach to climate change and meeting... more Read more »

7Q Financial Services went live with Axia Wealth & Fund Management

Profile Software, a leading financial solutions provider, announced today that 7Q Financial Services, a Nicosia-based Investment Firm, specialising in asset management, went live with  Axia Wealth & Fund Management solution, to comprehensively address its fund management requirements and support its investment activities in the most automated manner. Read more »

WealthTech startup InvestSuite raises €2 million

InvestSuite announces that it has raised a seed extension round led by PMV with participation from existing and new business angels, management and employees. This €2 million is bringing its total funding since its start in June 2018 to €6 million. Bart Vanhaeren, CEO and co-founder of InvestSuite states that, “This funding enables InvestSuite to expand its market reach and products, grow the team and bring unparalleled innovations to customers... more Read more »

“2020 5th Global Asset Allocation Focus” will be held in Shanghai in June

Global Asset Allocation Focus 2020 (hereinafter referred as GAAF2020), founded in 2016. With a four-year proven-track record, GAAF2020 will invite more than 500 participants from more than 10 countries, who are mainly senior executives from private banking, family office, independent wealth, asset management, funds, securities, trusts, insurance, futures, etc. GAAF2020 will invite 40+ speakers to share their insights on the theme of "Chinese... more Read more »

Finantix named as a Strong Performer in Digital Wealth Management Platforms Q1 2020 Evaluation

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, has been named a Strong Performer by Forrester in its report, The Forrester Wave™: Digital Wealth Management Platforms, Q1 2020. Read more »

Aire opens up insight service to help lenders keep pace with financial uncertainty

Aire, the credit insight service, today announced that it is offering free access to its range of real-time credit information services for a period of three months, to help lenders identify and engage with struggling consumers during the unfolding Coronavirus crisis. With much of the country’s workforce impacted by the government’s latest measures to curb the virus, Aire estimates that the number of people in the UK missing one or more credit... more Read more »

Finantix reveals findings of second part of ongoing market research on the future of wealth management

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, in collaboration with WealthBriefing, today published Defining - and Delivering - Personalised Client Engagement, part two in an ongoing series of research into the future of wealth management. Read more »

BITA Risk wins Best Compliance Solution at Family Wealth Report Award in New York

BITA Risk part of corfinancial, a leading provider of specialist software and services to the financial services sector, announces today that it has triumphed at the Seventh Annual Family Wealth Report Awards, winning the prestigious Best Compliance Solution Award. Read more »

DriveWealth Forges First Partnership in Middle East and North Africa Region with UAE-Based Wealthface

DriveWealth, LLC,  a U.S. based leader in global digital trading technology, announced today a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing the firm’s technology and brokerage execution services to one of the region’s first investment robo-advisors. Read more »

Finantix acquires InCube, a Swiss AI and data science company dedicated to wealth management and insurance

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced the execution of a binding agreement for the acquisition of InCube Group AG. The Zürich-based firm boasts an interdisciplinary team of Artificial Intelligence (AI) specialists, quant and software engineers and finance experts that provide data-driven, AI-enabled products and solutions to wealth management and... more Read more »

Deutsche Bank Joins Forces with Wealth Management Software Firm Qplix

Deutsche Bank has taken a minority stake in Qplix as part of a cooperation agreement with the Munich-based wealth management software firm. Under the deal, Deutsche Bank's wealth management business will provide family offices and asset manager users of its Deutsche Private Port digital investment office with access to Qplix's platform. Starting in Germany, the Qplix software will serve as the basis for Deutsche Private Port, providing the... more Read more »

JHC launches cloud solution for wealth managers

Wealth management fintech firm JHC Systems (JHC), has appointed Alan Cole as Head of Cloud and Operations to deliver its Software-as-a-Service (SaaS) solution for wealth managers. Previously holding positions at Finastra and Temenos, Alan brings unrivalled experience running Cloud Operations for financial institutions globally across banking, wealth and investment management. JHC’s SaaS offering will allow clients to benefit from the continuous... more Read more »

Wealthify Deploys Money Dashboard Aggregation App

Money Dashboard, the free personal finance app has released an integration with robo-investor Wealthify, enabling users to view the details of their investment accounts alongside the other current, credit and savings accounts they hold. The Money Dashboard app lets users quickly and easily connect their various accounts allowing them to see how much they’ve saved and spent, set budgets and plan for the future - no matter who they bank with. This... more Read more »

Refinitiv Acquires Scivantage Creating Next-Generation Digital Wealth Management Solutions

Today Refinitiv has continued its commitment and investment in the wealth management industry with the acquisition of Scivantage, a trusted Software as a Service (SaaS) innovator in the fintech market. The acquisition of Scivantage represents the next step in Refinitiv’s journey to create next-generation digital wealth management solutions, providing clients with the data, technology and insight needed to empower better decisions and user... more Read more »

UBS partners with clients to design new UBS Financial Services iPhone app

UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone® app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways through their mobile device. “At UBS, we’re proud to give clients an all-new experience that reflects their immediate and future financial ... more Read more »


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