Generative Data Intelligence

Tag: wealth management firms

Apex Acquires AdvisorArch for Streamlined Portfolio Management

In a move to bolster its wealth management offerings, Apex Fintech Solutions has acquired a portfolio management firm specializing in automated rebalancing and investment allocation tools for...

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SeaPRwire to Distribute Press Releases Globally for Leading Hong Kong Wealth Management Firms

HONG KONG, Jan 22, 2024 - (ACN Newswire) - SeaPRwire, Asia's premier press release distribution and media monitoring platform, has been selected as the global...

5 Ways Financial Services Harness Generative AI in Asia – Fintech Singapore

by Johanan Devanesan January 19, 2024 The emergence of generative artificial intelligence (AI) represents a pivotal moment...

Spot Bitcoin ETF Approval Sparks Altcoin Rally – Unchained

Bitcoin saw relatively modest price action compared to some popular altcoins, which saw double-digit gains after the SEC approved 11 spot BTC ETFs...

Mirador Continues Building Premier Alts Data Management Service

Adds Veteran Reporting Executive to Key Position STAMFORD, Conn.–(BUSINESS WIRE)–#FinTech–Mirador, Inc., the wealth management industry’s leading technology-enabled service provider for consolidated financial reporting and offline...

Client onboarding an everlasting priority for wealth firms

Introduction Globally, the leading wealth management firms keeps on transforming its client onboarding capabilities to elevate the customer experience. Seamless client onboarding remains at core...

McKinsey Wealthtech in APAC Report: 2.25 Trillion Valuation by 2027 – Fintech Singapore

In Asia-Pacific (APAC), the nascent wealthtech sector is poised to witness strong growth, a rise which will be driven by technological advancements, the region’s...

Exploring the Best Online Banking Platforms in 2023 | SDK.finance

In 2023, competition between digital payment platforms and traditional banks became fiercer than ever. The growing demand for convenience, efficiency, and cutting-edge technology has...

FCA Closes IBP Markets Limited

The Financial Conduct Authority (FCA) imposed restrictions on IBP Markets Limited, a wholesale broker, on September 15, 2023. This move is due to concerns by the...

Up Close and Personal: How Wealth Management Digitalization Can Enhance the Human Touch

In the digital age one size fits nobody. Banks and wealth managers must heed this truism because investors’ demand for personalization and advanced digital...

MAS’ AML/CFT Inspections Put Wealth Management Firms on Notice – Fintech Singapore

The Monetary Authority of Singapore (MAS) has been conducting inspections of financial institutions (FIs) active in the wealth management space to ensure that they...

MAS’ AML/CFT Inspections Put Wealth Management Firms on Notice – Fintech Singapore

The Monetary Authority of Singapore (MAS) has been conducting inspections of financial institutions (FIs) active in the wealth management space to ensure that they...

Getting started with audit automation

The era of automation has brought about a revolution in various industries, and the audit sector is no exception. The integration of Artificial Intelligence...

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