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Wealth management fintech SigFig adds AI capabilities

SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage.

/wealth

Fundpath appoints NED and chief marketing officer

Following on from a second round of funding with its venture capital partner Fuel Ventures, leading data and business intelligence business Fundpath, which is bridging the information disconnect between asset managers and wealth managers – the buyers and sellers of funds – is pleased to announce two senior leadership appointments.

/wealth

FusionIQ and interVal form WealthTech partnership

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a leading provider of software that empowers wealth management firms, financial institutions, and accounting firms with automated insights for small and medium-sized businesses (SMBs) across North America.

/wealth

Rathbones goes live with Iress’ Xplan

Iress today announces that Rathbones Group PLC (Rathbones) is now live on its Xplan advice software to support Rathbones' current financial planning business.

/wealth

Savvy Wealth completes $26.5 million Series A round

Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced an additional $15.5 million funding round led by Canvas Ventures.

/wealth

Etops joins Pollen Street Capital-backed WealthTech consolidation project

Etops, headquartered near Zug, Switzerland, will join a wealth and asset management software consolidator.

/wealth

BNP Paribas begins negotiations to acquire AXA Investment Managers

The BNP Paribas Group announces today that it has entered into exclusive negotiations with AXA to acquire 100% of AXA Investment Managers (AXA IM), representing close to €850bn1 assets under management, together with an agreement for a long-term partnership to manage a large part of AXA’s assets.

/wealth

Credicorp Capital goes live with Temenos Multifonds on SaaS

Temenos today announced that Credicorp Capital, the investment management and advisory company, has gone live on Temenos Multifonds delivered as SaaS.

/wealth

Wealthify releases new proprietary platform

Savings & investment service Wealthify has today launched its new proprietary platform, which sees the company more than double its in-house capabilities to accommodate its plans to scale and grow the business.

/wealth

GeoWealth scores $18 million invvestment from BlackRock

GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced that it has closed a $18 million growth investment led by BlackRock (NYSE: BLK).

/wealth

Bancolombia Capital to implement behavioural tech from Oxford Risk

Behavioural finance experts, Oxford Risk are partnering with Colombian-based Bancolombia Capital to drive better financial outcomes for the leading bank’s customers and investors.

/wealth

Mintos brings Smart Cash to Spain

Mintos, a leading multi-asset platform offering a unique mix of alternative and traditional investment options, is delighted to announce the launch of its latest product in Spain: Mintos Smart Cash.

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