The future of investing isn’t about flashy features. It’s about building systems so solid that clients barely know they exist ...

New York, NY, April 23, 2022 (GLOBE NEWSWIRE) -- This is not an investment advice. Please conduct your own research when investing in any project. AMCAP, a well-known wealth management institution ...

Moneybox secured its second consecutive year of profitability in 2024 after swathes of new customers poured billions into the ...

Here is your Riskalyze Fintech Five for October, a focused take on what we think are the recent top five stories in wealth management technology. 1. Anthony Stich, Kumar Velugula Join Entrustody ...

We believe the fintech of the 2050s will address these digitally influenced client expectations and deliver an integrated, open framework that leverages client engagement to drive deeper insights ...

That’s not to say that there isn’t good technology in the industry. As slow as progress may seem, wealth management has come a long way over the past decade. Today, advisors can keep track of ...

Vyzer, a digital wealth management platform, has successfully raised a Seed round of $6.3 million from leading VCs, angel investors, and family offices including iAngels, Guy Gamzu, MonetaVC ...

Moneybox, the award-winning wealth management platform, has today released its 2024 Annual Report, unveiling a blockbuster set of results that further cement its position as one of the UK’s ...

Fiserv today announced that its new Unified Wealth Management Platform is now available for its clients, in the case of InvestmentNews readers this means advisers and asset managers. The ...