Tag: Wealth managers

Avenir, a UK-based WealthTech firm, has successfully secured $530,000 in pre-seed funding.

WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...

The majority of wealth managers (70%) have expressed dissatisfaction or indifference towards their existing technology systems, according to recent research conducted by Avaloq.

In the dynamic landscape of financial management, Wealthtech, an intersection of sophisticated FinTech and wealth management, has emerged as a transformative force. Morningstar hosts the discussion which delves into the essentiality of user engagement through personalised, data-driven experiences and the integration of diverse, high-quality information to maintain a competitive edge.

Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.

A recent report commissioned by Mobiquity has underlined the key priorities for UK wealth managers at this current time.