David Wood, Managing Director of Luma’s International Business asks: “In an increasingly competitive and cost-constrained world, how do wealth managers differentiate themselves?” One way is for them to offer clients highly tailored advice, Wood says.
Technology & software solutions
SS&C's founder, Bill Stone, talks to Wealth Adviser managing editor, Beverly Chandler, about investment, technology, lockdown and the growth of ETFs.
As the historically paper-based wealth management industry undergoes a long-awaited digital transformation, mass affluent customers are now open to a wider range of providers managing their investments.
Objectway, Global Top 100 fintech leader in the Digital Wealth and Asset Management software, announced today the acquisition of Die Software Peter Fitzon GmbH, a primary German provider of banking solutions.
abrdn has concluded a deal to buy Exo Investing from Nucoro for an undisclosed sum. The acquisition will help abrdn develop an industry leading technology solution for investors, powered by the Nucoro Platform, states the company. It is expected to complete in Q4 2021.
A global survey of retail banking customers from banking software company Temenos finds that banks must remember the human touch as they develop their digital banking services.
Prometeia and Fabrick partner to launch new digital wealth management solution harnessing AI and Open Finance
Italian fintech company, Fabrick, which operates internationally to promote Open Finance, and Prometeia, a consulting, software and research company have announced the launch of Global Investment Portfolio, a digital wealth management solution that harnesses the power of artificial intelligence and open banking.
Ten years on, GBST’s Composer platform will continue to power AJ Bell’s growing business across its advised and direct-to-consumer (D2C) channels following the long-term software contract renewal.
Refinitiv Workspace for Wealth Advisors has been chosen by global financial services group Nomura’s International Wealth Management business.
Ignition, a global provider of advice technology, and Altus Consulting, specialist provider of consultancy services to the financial services sector, have launched a blueprint for improving the use of digital capabilities in the financial advice market.