Tag: WealthTech

PIMFA, a significant voice in the WealthTech industry, is urging the UK Government to leverage a 'generational' opportunity to invigorate the UK retail investment market. This call to action comes six months after the introduction of the significant Edinburgh Reforms.

Keep Aware, a company that aims to shield web browsers from potential hacker threats, has raised $2.4m in a seed funding round.

OS-Climate, a non-profit organisation providing open-source data and software tools to support climate-aligned finance and investing, has launched three analytic tools. Its new tools, Physical...

Cyber risk management technology developer KYND has launched its services into the investment management sector, as cyber risks continue to surge. Private equity and venture...

A blogpost by Kidbrooke has detailed how financial organisations can ensure regulatory compliance and transparency when it comes to their digital financial products.

A recent blogpost by MyDocSafe has detailed how the onboarding process within wealth management is impacting the client experience through its complexity.

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

Brexit could change the realities of wealth management and how WealthTech companies can navigate the new realities is something Zaliia Gindullina, head of business development at Kidbrooke, discussed in a recent podcast.

As 2021 is kicking off, there are several trends in wealth management to look out for.

Swiss-based Edgelab has partnered with WealthTech company Avaloq.