Tags WealthTech

Tag: WealthTech

How onboarding is hindering client experience

A recent blogpost by MyDocSafe has detailed how the onboarding process within wealth management is impacting the client experience through its complexity.

What do wealth managers really think of life in the front...

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

How will Brexit affect wealth management regulations?

Brexit could change the realities of wealth management and how WealthTech companies can navigate the new realities is something Zaliia Gindullina, head of business development at Kidbrooke, discussed in a recent podcast.

Top ten trends in wealth management in 2021 to look out...

As 2021 is kicking off, there are several trends in wealth management to look out for.

Avaloq adds Edgelab to its roster of partnerships

Swiss-based Edgelab has partnered with WealthTech company Avaloq.

Revolut unveils new services to lower card fraud and money laundering

FinTech unicorn Revolut has revealed a new suite of machine learning technology which will help to lower card fraud.

RegTech software pioneer LPA follows recent growth with Motive Partners backing

Financial services tech investor Motive Partners has agreed a deal for a controlling interest in Germany’s LPA. The business, which was founded in 1999, develops...

Legacy systems highlight the need to integrate new tech through open...

Legacy system issues highlight the real need of integrating new services and tech solutions, according to Legal & General’s head of distribution strategy, personal investing Janine Menasakanian.

Open banking will fuel innovation but problems need to be solved

Open banking will play a major role in the evolution of the market; however, it could create a number of problems which need to...

State Street acquires investment management software builder Charles River

State Street Corporation has acquired investment management software developer Charles River Development for an undisclosed amount. Through the acquisition, Charles River’s front and middle office...


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