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Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, recently set a challenge to the fintech industry and asked, “how can wealth management and financial advice firms leverage AI to enhance operational efficiency by optimising end-to-end processing across front, middle, and back-office functions?”

/wealth

Citizens Bank of Edmond signs with InvestiFi

Citizens Bank of Edmond has entered into a strategic partnership with InvestiFi, an embedded investing platform, to bring a comprehensive suite of digital investment tools to its account holders.

/wealth

Mena wealth platform Vault opens to the general public

Vault Wealth Limited (“Vault”), MENA’s first digital private wealth platform built for the modern affluent, today announced its public launch, alongside an investment round led by Peak XV Partners (formerly Sequoia Capital India & SEA), with continued support from Outliers VC.

/wealth

Halo Invest gears up for launch with senior hires

Halo Invest is a step closer to launching its adviser platform having completed its senior team with several high-profile appointments.

/wealth

JPMorgan Chase oepns new format branches to cater for affluent customers

JPMorganChase today announced it is expanding its affluent banking offering by opening 14 new J.P. Morgan Financial Centers across four states, bringing a uniquely tailored and high-touch experience to millions of potential clients.

/wealth

Whiteoak chooses Lab Gropup to digitise customer onboarding

LAB Group is pleased to announce its latest partnership with Whiteoak, marking the successful implementation of LAB’s digital onboarding and customer lifecycle management (CLM) technology to support investor onboarding for the Whiteoak Growth Fund II.

/wealth

Robinhood Legend arrives in the UK

Robinhood Legend is a customisable and powerful, browser-based desktop trading platform built specifically for active traders, and it’s rolling out today to customers in the UK–all at no additional cost.

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River Valley Credit Union chooses InvestiFi for investing in cryptocurrency and securities

InvestiFi, the only InvestTech platform bringing investing inside, enabling members to invest from their checking account with their trusted financial institution, has announced its partnership with River Valley Credit Union (RVCU).

/wealth

Amplify adds Schwab's Mark Fischer COO

Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, announced today it has hired Mark Fischer as the company’s first chief operations officer (COO). Fischer joins Amplify’s expanding C-suite roster as the firm continues its recent trajectory of record growth.

/wealth

GK Capital Management chooses Profile investment management tech

Profile, a leading international financial solutions provider, has announced today that GK Capital Management. has selected its leading Axia Suite solution to fulfill their identified need for managing and automating their Investment Management operations.

/wealth

EToro introduces recurring investments feature

Trading and investing platform eToro has enhanced its long-term investing offering for users in the UK, Europe and the UAE by enabling recurring investments.

/wealth

Pimfa, UK Finance and KPMG push growth agenda for private banking and wealth management

A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s Private Banking and Wealth Management (PBWM) sector in helping to deliver growth, provided four key barriers can be addressed.

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