Wealth management - Announcements, News, Articles & Research: Finextra

Clearlake Capital and Motive Partners to buy Beta+ from London Stock Exchange

Clearlake Capital Group, L.P. ("Clearlake") and Motive Partners ("Motive" and collectively, the “Sponsors”), today announced that they have entered into a definitive agreement to acquire the BETA+ assets from London Stock Exchange Group (“LSEG”), which encompasses the assets of BETA (securities processing, custody, clearing, and asset servicing technology), Maxit (cost and tax basis reporting software), and Digital Investor (front-end client solutions), collectively referred to as “BETA+”.

21 March 2022

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Refinitiv partners Vestorly on AI-driven marketing tools for wealth management providers

Refinitiv, an LSEG Business, today announced a new strategic agreement with Vestorly, an AI-driven content curation and marketing platform, to provide wealth management firms and advisors with personalized content and marketing tools designed to foster a more-impactful digital customer engagement experience.

15 March 2022

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Klarna surveys reveals Brits are less inclined to invest

New data from Klarna, a leading global retail bank, payments and shopping service, shows that Brits are saving a higher share of their income each month compared to their international peers but are less interested in investing their money.

11 March 2022

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Wealth at Work group acquires digital agency - DBD Digital

The Wealth at Work group - a leading financial wellbeing and retirement specialist has acquired Death by Design Limited (DBD Digital), a technology firm based in Alderley Edge, Cheshire.

10 March 2022

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Wealth at Work appoints Jerome Gudgeon as chief information technology officer

WEALTH at work - a leading financial wellbeing and retirement specialist has appointed Jerome Gudgeon as its new Chief Information Technology Officer.

03 March 2022

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Cirdan Capital to implement Profile's Axia suite

Profile Software, the leading financial solutions provider, announced today the selection of Axia by Cirdan Capital, a financial technology company in the UK founded in 2014, that specialises in the issuance of structured investment products, to complete the proprietary technology of its platform.

03 March 2022

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Kingswood ships new online client portal

Kingswood Holdings Limited (AIM: KWG), the international, fully integrated wealth and investment management group, today announces the launch of ‘Kingswood Go’, a new online portal for clients, in partnership with technology designed by moneyinfo, a leading wealthtech firm that specialises in client portals and mobile apps for the wealth management industry.

03 March 2022

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NRI’s I-STAR/GV provides SaaS to Westpac wealth business

NRI has successfully integrated its I-STAR/GV platform with BT’s Panorama Platform, supporting Panorama’s individual HIN (Holder Identification Number) service offerings. BT is the wealth management arm of the Westpac Banking Corporation in Australia.

28 February 2022

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Rathbones picks InvestCloud for client lifecycle management

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest discretionary wealth managers, to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.

28 February 2022

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Betterment to offer student loan management

Betterment at Work today announced the launch of its new Student Loan Management solution, and that it has entered into an agreement to acquire the partner and customer relationships of Gradvisor, an innovative platform that provides personalized college savings plans.

25 February 2022

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Wealthtech Savvy raises $7.3 million

Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing, announced today that it closed on $7.3M in seed funding co-led by Index Ventures and Thrive Capital.

24 February 2022

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Schwab launches digital financial planning action centre

As part of its ongoing commitment to making financial planning easier and more accessible, Charles Schwab today announced the launch of the proprietary Financial Planning Action Center, a digital platform that allows clients who work with a Schwab Financial Consultant, Schwab Private Client Advisor, or Portfolio Solutions Group Consultant to track and complete tasks within their financial plan, communicate questions, and help work toward improving financial outcomes long-term.

23 February 2022

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