At INSITE 2024, we announced the integration of our custodial platform, NetX360® , with our wealth management platform, Wove. Read Markets Media's interview with Sareena Dalla Brookshire, Chief Product Officer, BNY Pershing, on this news and other ways Pershing is working to help advisors scale and grow: https://ow.ly/E6i950StKkW
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🚀 What a Thrilling Week for the WealthTech Sector! 🚀 We’ve seen some major announcements this week that showcase the rapid evolution of the industry and highlight all the exciting opportunities for innovation in financial services! ✨ 📊 Charles Schwab has just launched "Schwab Insights", a revolutionary new platform offering cutting-edge market analysis and expert investment advice to help you make informed financial decisions! 🌐 M&T Bank has introduced their new Digital Wealth Management Platform, packed with AI-driven tools and advanced features for top-notch portfolio management and personalized investment strategies! 🚀 Wealthfront has acquired NexGen Financial, expanding its capabilities with sophisticated financial planning tools and enhancing its offerings for clients seeking comprehensive investment solutions! These innovations are definitely setting the stage for the future of wealth management and financial planning. How do you think these developments will shape the WealthTech landscape? Share your thoughts in the comments below! ⬇️💬 #WealthTech #Fintech #CharlesSchwab #MTBank #Wealthfront #FinancialInnovation #InvestmentSolutions #DigitalTransformation
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Blockchain Application removes intermediaries in payment and process chains. Account opening can be automated using Smartcontracts which can categorize investors by type and geographical location to determine documentary requirements to satisfy local AML/CFT requirements. Paired with Electronic Money Institution Services & AI the use cases are endless. Great to see a Stellar Firm investing in this technology.
We are proud to unveil an innovative digital account opening process for investors. We’ve partnered with Allfunds to replace manual processes with a digital and automated approach. Learn how our cutting-edge technology is transforming the investor experience. “BBH is transforming one of the least digital aspects of our industry into a technology enabled, end-to-end solution and with that, improving the investor experience,” said Manuel Dienhart, Transfer Agency Product Executive and Global Head of TA, BBH. Learn more: https://bit.ly/498qTbB #InvestorOnboarding #TransferAgency
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Great news to kick off Easter! 🚀 WealthKernel has been recognised by FinTech Global in their #WealthTech100 list for 2024, which highlights companies revolutionising global wealth and asset management! This list showcases the leading WealthTech companies that you need to be aware of. Our inclusion is a testament to our focus on innovation and our dedication to shaping the future of wealth. 🔥 We're proud to be a key player in the #wealthtech sector alongside other outstanding companies, such as intelliflo, Morningstar Wealth Platform, Iress, and DriveWealth. Read the full story here: https://bit.ly/3J5zVvs
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Well. I am literally bursting with pride. Wove just had it’s first birthday and to get this kind of recognition is a dream come true. But it is all due to the hard work of the #pershingx team. And « they » thought a large firm could never innovate. Sorry (not sorry) - we sure can. #wealthmanagement #innovation #wealthtech #advisortech #fintech
Our #WovePlatform was named one of the "World's Best Innovations” by Global Finance Magazine, our third award, all before Wove's first birthday! ICYMI we announced a suite of new products for the platform at our INSITE conference earlier this month. Ainslie Simmonds, #PershingX President and Global Head of Strategy for BNY Pershing, said: "Our mission at BNY Pershing is to help advisors help more people. With Wove, the goal was to design a single highly integrated, data-driven advisory platform so wealth managers could dedicate more time spent 1:1 with clients. Advisors who use Wove have access to a wide range of nimble solutions for everything from portfolio management tools to investment strategies.” Read the feature here: https://lnkd.in/gYdTpM4f
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Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: Cashmere | Wells Fargo Advisors Finet | Moneytree Software | Wilde Wealth Management Group | MileMaker #WealthManagement #WealthTech #RIA #News #Fintech
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Leader in #Wealthtech Strategy | Helping #WealthManagement firms drive tech value | #DataStrategy | EzraGroup.com
BNY Pershing has taken a bold step forward with Wove, their innovative multi-custodial platform. Last year's questions have turned into excitement as Pershing unveiled new functionalities and services, proving their dedication to advancing wealth management technology. Read more about Wove and Pershing's latest announcements in the full conference summary on #WealthTechToday >>> https://wp.me/pdTAz8-5y5
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Join Adam Watson and Steven Taylor from BNY Mellon on March 12th as they lead the workshop on Optimizing Your Operating Model for Resiliency & Scalability at the InvestOps USA 2024 Conference. Connect with our team at Booth #62-63 to continue the conversation! #investops # investmentoperations #operationalefficency
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Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: NewEdge Advisors | BNY Wealth | Broadridge | Nasdaq Private Market | IPC Systems, Inc. #WealthManagement #WealthTech #RIA #News #Fintech
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🚀 Exciting news for the European wealthtech market! Backed by Pollen Street Capital, two leading wealth and asset management software companies, Etops and niiio finance group, are combined under one group. This is creating a new leader in wealthtech with a significant presence in DACH and beyond. Eager to see what the future holds for this groundbreaking development. 🌍✨ #wealthtech #fintech #consolidation
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Anything is feasible if you have the $$$: -Scalability -Flexibility to accommodate embedded legacy knowledge that no longer exists in the firm Audience poll challenges: -Modernization - industry could never land the big project - goal-posts shift - stakeholders change - what data do we really need to maintain - Projects that get done fit within some kind of promotion schedule -If you can't sprint it - you can't do it - are multi-year projects dead? -Leadership becoming more tech savvy -Focus is key -- Modernizing the trading tech stack panel at TradingTech Briefing New York #TTSNYC #tradingtech #modernization #legacyknowledge BMO Capital Markets UBS Fidelity Investments Clear Street velox Solace
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