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Find here all the latest articles, news, and research on Wealth Management and other Wealth Management-related topics:

Find here all the latest articles, news, and research on Wealth Management and other Wealth Management-related topics:

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iCapital partners with Bain Capital Credit

News | Online & Mobile Banking | 15 Apr 2024

Fintech platform iCapital has partnered with Bain Capital Credit to provide financial advisors and investors with access to the latter’s product suite. 

investment, partnership, financial services, credit access, wealth management

SC Ventures partners with NEXT176 for financial wellness platform

News | Online & Mobile Banking | 05 Apr 2024

SC Ventures, the fintech investment arm of Standard Chartered, has partnered with NEXT176, the venture building arm of Old Mutual, to launch an inclusive financial wellness platform.

financial inclusion, wealth management, digital banking, partnership

Mintos introduces crowdfunding campaign

News | Payments General | 27 Mar 2024

Latvia-based multi-asset firm Mintos has announced its intentions to introduce a crowdfunding campaign on Crowdcube, a European private market investment platform. 

crowdfunding, funding, investment, financial services, wealth management

HeirWealth integrates Envestnet|Yodlee

News | Online & Mobile Banking | 18 Mar 2024

Australia-based HeirWealth has announced its integration with US-based financial technology firm Envestnet | Yodlee, aiming to incorporate Open Banking data sharing technology.

wealth management, financial data, data sharing, Open Banking, partnership, financial services

Metrobank partners with Temenos

News | Online & Mobile Banking | 13 Mar 2024

Switzerland-based Temenos has announced a partnership with Philippines-based Metropolitan Bank & Trust (Metrobank) to deploy Temenos Wealth.

partnership, banks, digitalisation, wealth management

Security Bank drives digital transformation with Avaloq

News | Online & Mobile Banking | 26 Feb 2024

Security Bank has partnered with Avaloq to digitalise wealth management by leveraging Avaloq Core Platform and RM Workplace for enhanced client experience.

digitalisation, customer experience, wealth management, partnership

RF Group selects ERI's core banking platform

News | Online & Mobile Banking | 12 Feb 2024

Bahamas-based wealth management company RF Group has chosen ERI’s OLYMPIC Banking System as their new core banking platform.

banking, digitalisation, partnership, wealth management

Mogo expands partnership with Snowflake

News | Online & Mobile Banking | 08 Feb 2024

Canada-based digital wealth and payments company Mogo has announced the expansion of its collaboration with Data Cloud firm Snowflake

partnership, artificial intelligence, wealth management, financial services, digital banking

CRED to acquire Kuvera

News | Online & Mobile Banking | 06 Feb 2024

India-based CRED has announced its decision to acquire mutual fund startup and stock investment platform Kuvera, as part of its expansion into wealth management. 

acquisition, banking, online banking, digital banking, mobile banking, financial services, financial institutions, wealth management

WiseAlpha introduces wealth management services

News | Online & Mobile Banking | 05 Feb 2024

UK-based fractional bond trading platform WiseAlpha has announced the launch of its new wealth management site and white-label solution.  

investment, product launch, financial services, wealth management, financial institutions

Wealth Dynamix Now Available on Temenos Exchange

News | Online & Mobile Banking | 02 Feb 2024

UK-based customer lifecycle management company Wealth Dynamix has partnered with Temenos Exchange to become available on the latter’s platform.

wealth management, partnership, fintech, banking, banks

Objectway acquires Nest Wealth

News | Online & Mobile Banking | 25 Jan 2024

Italy-based health and asset management fintech Objectway has announced the acquisition of Canada-based Nest Wealth, a digital wealth solutions provider. 

partnership, acquisition, wealth management, expansion, digital platform

WealthArc and ZeroLink launch AI-powered chat service

News | Payments General | 18 Jan 2024

WealthArc has joined forces with ZeroLink to create WealthArc AI & Analytics, a new service allowing users to chat with their wealth data using natural language. 

data analytics, wealth management, product launch, partnership, artificial intelligence

Plum launches Spend Tracker feature

News | Online & Mobile Banking | 18 Jan 2024

UK-based smart money app Plum has launched a new Spend Tracker capability that supports its customers in navigating the cost-of-living crises. 

product launch, investment, banking, online banking, personal finance management, wealth management

High Circle, FirstBank, and Treasury Prime partner on checking accounts

News | Online & Mobile Banking | 16 Jan 2024

High Circle, FirstBank, and Treasury Prime have teamed up to launch high-yield commercial checking accounts for high net-worth individuals.

fintech, bank account, wealth management, partnership, insurance

BofA launches a new data-driven treasury management tool

News | Online & Mobile Banking | 10 Jan 2024

Bank of America has announced the launch of a new data-driven treasury management tool named CashPro Insights.

product launch, digital banking, wealth management, banks

Trade Republic launches new Visa card

News | Cards | 10 Jan 2024

Germany-based broker and savings platform Trade Republic has announced the launch of a new Visa card that combines spending and savings.

product launch, partnership, debit card, financial services, payments , paytech, fintech, banking, wealth management, FX , trading platform, digital assets

MSCI acquires Fabric

News | Online & Mobile Banking | 21 Dec 2023

MSCI has announced its acquisition of Fabric in order to streamline portfolio construction and customisation at scale for the global wealth management industry. 

acquisition, banking, wealth management, online banking, mobile banking, digital banking, financial services, financial institutions

Lesha Bank partners with Temenos

News | Online & Mobile Banking | 15 Dec 2023

Qatar-based Lesha Bank has migrated to Temenos’ core banking platform in order to optimise its overall wealth management and investment banking products. 

partnership, online banking, digital payments, mobile payments, financial services, financial institutions, banking, wealth management, cloud banking

BlackRock to roll out GenAI tools to its clients

News | Payments General | 08 Dec 2023

Global asset manager BlackRock has announced it will roll out a suite of new generative AI-supported tools for bot employees and clients in the near future.

artificial intelligence, generative AI, digitalisation, wealth management