Tag: asset management

Bavest secures €1.1m in pre-seed funding to enhance AI-driven FinTech solutions

Bavest, a pioneering B2B FinTech company based in Germany, has announced a significant milestone in its journey with the closure of a €1.1m pre-seed funding round.
Key AML compliance strategies for wealth and asset managers in 2024

Key AML compliance strategies for wealth and asset managers in 2024

In an era where regulatory oversight of the wealth and asset management sector is intensifying globally, the stakes for compliance have never been higher. This sector, pivotal to national economies, plays a crucial role in helping consumers manage their assets and achieve their financial goals. However, its significance also makes it a potential target for misuse by malicious entities aiming to launder money.

Revolutionising wealth management: Introducing KidbrookeONE for unmatched financial analytics

Kidbrooke, which has built a unified analytics platform for investment and wealth management, has released its latest solution, KidbrookeONE. 

5 reasons why asset managers must embrace FCC automation

In an era where digital transformation is paramount, asset managers are recognising the indispensable role of automating Anti-Money Laundering (AML) processes.

French InsurTech funding hit five-year low in 2023

Key French InsurTech investment stats in 2023: • French InsurTech companies raised a combined $94m in 2023, a 60% drop from 2022 • French InsurTech deal...

Enhancing portfolio management with integrated CRM solutions

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

Vietnamese FinTech startup 1Long secures $500k in groundbreaking pre-seed funding

Vietnamese FinTech firm 1Long, a groundbreaking financial technology platform dedicated to facilitating individuals in achieving their financial aspirations, has raised $500,000 in a pre-seed funding round.

What firms should know when looking to custodial independence for advisors

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.

Japanese FinTech deal activity sees a trend defying 21% uptick in...

Japanese FinTech investment stats in 2023: • Japanese FinTech investment totalled at $212m in 2023, a 52% drop from 2022 • Japanese FinTech deal activity reached...

FNZ amplifies wealth management platform with strategic ifsam acquisition

FNZ, a prominent global WealthTech platform, has officially acquired ifsam, International Fund Services & Asset Management, recognized as a leading business-to-business (B2B) fund platform...

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