Latest Results from /wealth
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Adviscent, a Zurich-based fintech, is connecting with the recently launched Avaloq Wealth Platform to accelerate the transformation of established financial institutions’ advisory business by means of an innovative content hub.
22 April 2021
Clear Junction has today announced it is providing banking and payments solutions to Turicum Private Bank, with a focus on facilitating real-time payments in GBP and EUR.
20 April 2021
VELMA is an AI platform that enables financial advisors to provide personalization in every aspect of the customer lifecycle.
Allfunds this morning announces the indicative price range, publication of the Prospectus and start of the offer period of the planned Offering.
16 April 2021
AdvisorPeak today became the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets.
14 April 2021
nvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of its wealth management platform by Mitsubishi UFJ Morgan Stanley Securities (MUMSS).
Temenos (SIX: TEMN), the banking software company, today announced that BlueShore Financial, a boutique full service financial institution, is digitally transforming with Temenos.
13 April 2021
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has extended its award-winning product suite with the launch of CLMi.
Bricknode, a progressive Swedish B2B company providing highly scalable cloud banking software for back-office services, and additive, a leading SaaS provider to the wealth management industry today announce their partnership.
Fortu Wealth – The WealthTech providing an all-in-one personal finance platform for high-net-worth individuals and a B2B banking-as-a-service (BaaS) solution for private banks and wealth managers – have today announced that Suresh Vaghjiani has joined their advisory board.
12 April 2021
Freetrade (“the company”), the investment platform that is on a mission to get everyone investing, announces the appointment of a senior team of executive and non-executive leaders to guide the company on its European expansion.
FNZ has launched FNZ Trust Company, a new US wealth management venture.
06 April 2021
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