additiv, a SaaS provider to the wealth management industry, has launched a rapid new route to digital wealth management as pandemic spurs change throughout the industry.
Technology & software solutions
Finantix, a provider of technology to the wealth management, insurance and banking industries, has closed its acquisition of InCube Group AG.
Momentum Pensions is now accepting electronic signatures for all its pension and investment forms to help ease the process for advisers and their clients during the COVID-19 crisis.
Finantix and WealthBriefing report finds low satisfaction levels with current communication practices
Wealth technology provider Finantix, in collaboration with WealthBriefing, has published part two of its ongoing research series into the future of wealth management, entitled ‘Defining - and Delivering - Personalised Client Engagement’.
Entreda offers free suite of work-from-home cybersecurity tools to support wealth managers during coronavirus crisis
Entreda, a developer of integrated cybersecurity software and solutions for the wealth management industry, is making its Endpoint Monitoring and Remediation suite of solutions available to all financial advisers and wealth management firms that are already using the company’s services, free of charge for the one month.
Taras Rybak (pictured), Co-founder of Wealthinity and Head of Investment Solutions of Fusion Asset Management believes that digitalising the wealth management sector will come through evolution, not revolution.
Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm's emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder of 2020 in response to the growing fears of the potential impact of the COVID-19 (coronavirus) outbreak.
Independent wealth management group James Hambro & Partners (JH&P) has selected global FinTech firm InvestCloud to support a digital transformation of the way it communicates to clients.
E*TRADE Financial Corporation has launched a series of new tools with low barriers to entry that help customers diversify their portfolio.
InvestCloud has laucnched InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs).