Articles with tag like: wealth management

Found 28 results in 852 milliseconds.

Eurobank partners with Temenos

News | Online & Mobile Banking | 06 May 2021

Temenos, the banking software company, has announced that Eurobank in Greece has selected Temenos Wealth to strengthen its position in wealth management and affluent segment services. 


wealth management, digitalisation

SIX adds wealth management APIs to the b.Link Open Banking platform

News | Online & Mobile Banking | 18 Feb 2021

Member of the OpenWealth Association, SIX has plans to launch three new interfaces for Swiss wealth management on the b.Link Open Banking platform, according to the official statement. 

SIX, b.Link, Open Banking , API, wealth management, online banking, OpenWealth Association

Goldman Sachs launches Marcus Invest robo-adviser, Reuters

News | Online & Mobile Banking | 17 Feb 2021

Goldman Sachs has announced plans to launch an automated wealth-management platform to invest customer funds across managed portfolios made up of exchange trade funds for stocks and bonds, according to Reuters.

Goldman Sachs, Marcus Invest, robo-adviser, wealth management, online banking

Norwegian Block Exchange (NBX) secures private investment from Pareto Securities

News | Cryptocurrencies | 11 Jan 2021

Norwegian Block Exchange has received a 60 million NOK investment that was arranged by Pareto Securities, an investment bank in the Nordics, that acted as the sole manager and book-runner.

NBX, crypto, blockchain, Norway, wealth management, funding, investment, Pareto Securities

InvestSuite receives EUR 3 mln in third seed funding round

News | Online & Mobile Banking | 06 Jan 2021

Belgium-based wealthtech firm InvestSuite has finalised its third seed funding worth EUR 3 million from existing investors PMV, AB Accelerator, 365.fintech, and others.

InvestSuite, investment, funding, AI, digital finance, wealth management

Hong Kong online banks gear up to business loans and wealth management offers

News | Online & Mobile Banking | 24 Dec 2020

Hong Kong’s new online-only banks have announced plans to venture into business lending and wealth management.

online banks, wealth management, lending, Za Bank, savings accounts, transfer services, Mox Bank, Hong Kong, Livi Bank

FEIB gains open banking approval

News | Online & Mobile Banking | 14 Dec 2020

Far Eastern International Bank has become the nation’s first lender to gain regulatory approval to offer open banking services, according to Taipei Times.

FEIB, Open Banking , wealth management, data, banking

Bank of America enters digital financial planning market

News | Online & Mobile Banking | 06 Oct 2020

Bank of America has announced plans to roll out a digital financial planning tool, wading into a space that has so far been dominated by fintech companies.

Bank of America, BoA, digital financial planning, fintech, Life Plan, app, savings, financial advisor, wealth management, digital budgeting, Intuit Inc, Mint, artificial intelligence, bankers, bank

Bank of Georgia secures USD 50 mln trade finance facility with Citi

News | E-invoicing, SCF & E-procurement | 18 Sep 2020

Bank of Georgia has signed a USD 50 million one-year trade finance facility with US-based bank Citigroup.

Bank of Georgia, Citi, trade finance, facility, Citigroup, bank, reimbursement, trade advances, retail banking, payment services, corporate banking, investment banking, wealth management, Trade Finance Solutions

Apex, Calypso to provide middle and back-office services to Ardent Financial

News | Payments General | 03 Sep 2020

Apex Group has been appointed to provide front to back office solutions to FCA regulated global securities dealer Ardent Financial using Calypso management and reporting platform.

Apex, Calypso, Ardent Financial, accounting, Apex360 solution, reporting, wealth management, custody services

BlackRock, Temasek, and CCB secure joint wealth venture approval in China

News | Payments General | 24 Aug 2020

US-based asset manager BlackRock, Singapore-based state investor Temasek Holdings, and China-based CCB have obtained China’s approval for a wealth management joint venture.

BlackRock, Temasek, CCB, joint wealth venture, China, China Banking and Insurance Regulatory Commission, CBIRC, asset manager, state investor, bank, wealth management, financial market, foreign companies, fund managers, restrictions, foreign banks

SwissBorg partners with Onfido

News | Digital Identity, Security & Online Fraud | 05 Aug 2020

SwissBorg has partnered with Onfido to verify applicant identities for its wealth management platform. 

SwissBorg, onboarding, digital, digital identity, Onfido, partnership, wealth management, AI, artificial intelligence, technology, KYC, data, SDK

ARQ chooses Moneyhub's Open Finance data and intelligence for investment insights

News | Payments General | 29 Jul 2020

Fintech platform ARQ has chosen Open Finance platform Moneyhub to power its technology with data and intelligence, providing investors with insights into all their wealth and assets, from pensions to property. 

ARQ, Moneyhub, Open Finance, data, investments, fintech, Open Banking , finance management, wealth management

Flinks closes Series A round at USD 16.2 mln

News | Online & Mobile Banking | 10 Jul 2020

Flinks, a Canada-based fintech startup, has closed its Series A round at USD 16.2 million CAD, bringing its total funding raised to date to USD 19 million.

Flinks, funding, fintech, banking, lending, data, app, wealth management

Europe-based fintechs to launch a new cross-border organisation

News | Payments General | 25 Jun 2020

A group of Europe-based fintechs have joined forces to launch a new non-profit organisation, the European Fintech Association (EFA)

Europe, fintech, cross-border, EFA, European Fintech Association, non-profit, EU, financial services, Raisin, savings marketplace, SaaS provider, FinLeap, alternative lender, Funding Circle, wealth management, Moneyfarm, digital bank, N26, money transfer, TransferWise, European Commission, digital finance strategy, Mintos, Scalable Capital, TrueLayer, Wirecard

ICBC joins service providers in China to livestream on Alipay Lifestyle Platform

News | Payments General | 24 Jun 2020

Service providers including ICBC, Burger King, and China Mobile have leveraged livestreaming via Alipay to strengthen customer engagement and boost operational efficiency.

ICBC, Burger King, China Mobile, livestreaming, financial services, Alipay, wealth management

India's IIFL rolls out initiative for fintechs affected by COVID-19

News | Payments General | 15 Jun 2020

India-based financial services group IIFL (India Infoline) has introduced an initiative that aims to support local fintechs that struggle due to COVID-19.

IIFL, India, fintech, COVID-19, initiative, #IIFLDisrupt, accelerator, incubator, Wealthtech, insurtech, robo advisory, transaction technology, MF distribution, wealth management, digital content, lending, data analytics, payment solutions

additiv digital investment management solution goes live at PostFinance

News | Payments General | 06 May 2020

PostFinance, a Switzerland-based retail financial institution, and additiv, a SaaS provider to the wealth management industry, have implemented a digital investment platform for PostFinance customers.

PostFinance, Switzerland, retail financial institution, additiv, SaaS provider, wealth management, investment portfolio, digitalisation

ebankIT and Enterprise Engineering launch banking platform in the US

News | Online & Mobile Banking | 25 Mar 2020

Portugal-based fintech ebankIT has teamed with Enterprise Engineering to provide omnichannel banking solutions for banks and credit unions in the US. 

ebankIT, Enterprise Engineering, banking platform, online banking, Portugal, United States, North America, Personal Financial Management Tools, accounting software, tax packages, expense management, wealth management, financial planning

Finacle Core Baking Solution implemented by Community Bank

News | Payments General | 09 Mar 2020

Community Bank and Infosys Finacle have announced the implementation of the Finacle Core Banking Solution at the bank.

Infosys Finacle, core baking, Community Bank, digital banking, core banking, omnichannel banking, payments, treasury, origination, liquidity management, wealth management, analytics, artificial intelligence, blockchain