WealthTech
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News Team on 19/04/2024
Tiller Technologies, a Jersey-based provider of regulatory technology solutions, is launching a digital identity verification solution designed to streamline the onboarding process for international customers.
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News Team on 15/04/2024
Investment platform Third Financial has partnered with wealth manager Mountstone Partners to boost the latter's tech capabilities.
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News Team on 03/04/2024
Global fintech platform iCapital is set to acquire wealthtech Mirador.
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News Team on 27/03/2024
Swedish wealth manager Söderberg & Partners has partnered with specialist CRM provider Plannr Technologies as the back-office provider for its preferred tech stack
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News Team on 25/03/2024
Investment broker the London Technology Club (LTC) has launched an investment platform which enables liquidity for buyers and sellers of growth and late-stage technology companies.
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Ethan Almond on 22/03/2024
Even those not familiar with the term ‘generative AI’ (GenAI) are becoming increasingly aware of the opportunities and possible threats of the services under its umbrella...
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News Team on 22/03/2024
A roundup of the latest technology stories...
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News Team on 21/03/2024
Wealth Dynamix, a provider of Client Lifecycle Management (CLM) solutions for private banks and wealth managers, has partnered with Luna Investment Management, an investment management company working with UK private clients and their advisers, as a new client as part of its partnership with Third Financial
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News Team on 18/03/2024
High net worth (HNW) investors are starting to expect more than a portal when reviewing the digital services offered by a wealth manager.
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News Team on 13/03/2024
Wealth managers are taking up generative AI (GenAI) in spite of increasing reliability concerns, according to a study from EY.
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