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Latest Results from /wealth

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ADDX launches tokensied French wine portfolio

Investors with a penchant for wine can now invest in a curated portfolio of vintage French wines through private market exchange ADDX.

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Moneythor releases digital engagement tool for wealth management

Moneythor, a leading solution provider of personalised customer experiences for banks and embedded financial services firms, announced today at the Singapore FinTech Festival (SFF) the launch of a wealth & portfolio management add-on module to its award-winning data-driven personalisation and digital engagement solution.

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Tifin Wealth releases AI platform for client personalisation

TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science and machine learning, has launched a first of its kind platform for client personalization.

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Tifin wealth unit launches AI platform for client personalisation

Tifin, the fintech platform known for its highly engaging products fueled by advanced data science and machine learning, has launched a first of its kind platform for client personalization.

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NIBank goes live with Temenos

Temenos, the world's leading open platform for composable banking, today announced that NIBank has gone live with TEMENOS to digitally transform its retail banking and private wealth business lines. The TEMENOS Banking Cloud supports daily transactions, wealth management and lending.

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Kenanga Investment Bank to build wealth super app with Antchain technology

Kenanga Investment Bank Berhad (“Kenanga”) has entered into an agreement with AntChain Technology Pte. Ltd. (“AntChain”), part of the Ant Group, to build Malaysia’s first wealth SuperApp using AntChain’s proprietary mobile platform solution. This agreement follows from its recent MoU with AntChain.

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Envestnet and FNZ team up

Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it is partnering with FNZ, a leading global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. market.

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Indonesia's Bank Central Asia signs with Avaloq

Indonesia’s Bank Central Asia partners with Avaloq to enhance its wealth management business Bank Central Asia (BCA), one of Indonesia’s largest banks, plans to migrate its wealth management system to Avaloq Core, streamlining its back- and front-office functions.

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Privat 3 Money releases mobile trading platform for HNW clients

The UK's newest and most exclusive wealth tech, Privat 3 Money, has launched a bespoke mobile trading platform, becoming only the second digital financial institution in the UK, after Revolut, to offer this facility to eligible clients.

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CEPRES launches AI-based forecasting tool

CEPRES — the leader in private market investment technology and data — today announced the launch of CEPRES Predictive Intelligence, an enhanced, future-oriented portfolio management suite based on CEPRES’s proven and backtested forecasting technology

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Canoe and VRGL team on asset data for wealth managers

Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence, today announced a new partnership with VRGL, a provider of institutional-grade analytics and automated data extraction to the wealth management industry.

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Envestnet launches Wealth Data platform

Envestnet, Inc. (NYSE: ENV), today announced that it is accelerating the growth of its Data and Analytics business by launching the Wealth Data platform, a cloud-based data intelligence solution for wealth advisory firms, to allow home offices and financial advisors to connect and enrich all the data sources across their practice and provide their clients with actionable insights at scale – all on one platform.