Wealth Management

Collaborate to Leverage the No-Code Platform to Accelerate the Launch of Custom-Built Applications Without Software Coding in Real-Time Across All…

Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, announced the execution of a…

Zurich-based global financial services giant UBS Group AG (UBS) has announced a new CEO to head its global business. Ralph Hamers will be UBS Group…

The Move Reflects the Urgency of Modernizing Manual Workflows, Whose Slow, Error-Prone Processes Put Wealth-Management Firms at Risk Oakbrook…

Equisoft announced the launch of a web-based fund sales acceleration platform solution powered by Refinitiv. Equisoft/analyze for wholesalers is…

RIA Firms Using Addepar Are Growing Faster Than Their Peers Addepar, a leading technology platform for wealth management, announced key growth…

New Alternative Data Set MarketPsych Indices, First of Its Kind, Provides Unparalleled Insight Refinitiv reinforced its commitment to the wealth…

New Conversational AI Puts Consumers at the Center of the Financial Experience and Advances Yodlee's Retail Banking and Soon, Envestnet's Wealth…