Wealth Management - FinTecBuzz

HSBC UK Private Bank, Addepar Team Up on Client Reporting

June 3, 20255 min

HSBC UK Private Banking is the first major UK bank to adopt Addepar’s leading software platform designed specifically for wealth managers. This follows adoption in the US Private Bank, with rollout in the Channel Islands and Luxembourg to come later this year. HSBC UK Private Banking serves domestic and international ultra and high net worth clients, as well as family offices. As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering...

by intelliflo

Platforms

Eton Advisors Boosts Trading with intelliflo redblack

May 16, 20254 min

RIA automates and streamlines processes with award-winning rebalancing and trading solution

by Jennifer Valdez

Guest Articles

Wealth Transfer to Women: Opportunities and Challenges for Advisors

May 14, 202511 min

Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.

by PRNewswire

Compliance & Scoring

Kris Beck joins Pontera as Chief Legal Officer

May 9, 20254 min

Beck brings over two decades' experience to growing fintech

by Focus Financial Partners Inc.

Investments

Focus Chooses intelliflo redblack for Wealth Tech Stack

May 9, 20254 min

Intelliflo Redblack today announced that Focus Financial Partners Inc. has adopted Intelliflo Redblack as a strategic trade and rebalance technology solution, extending its capabilities across the organization’s firms. Focus Financial Partners is an interdependent partnership of wealth management, business management, and related financial services firms. Intelliflo Redblack and Focus have enjoyed a successful relationship for years. “At Focus, we remain dedicated to providing our firms with wealth-technology-stack options in support of expanding their impact and...

by BusinessWire

Direct Lending

First Rate launches Alts Data Management Solution for wealth ops

May 8, 20255 min

Empowering wealth management firms with the tools they need to streamline alternative asset management, reduce errors, uncover hidden insights, and make informed decisions faster - enabling them to thrive in an increasingly complex investment landscape.

by Kartik Srinivasan

Guest Articles

Digital Transformation: AI’s Sudden Growth in Wealth Management

April 30, 202514 min

Digital transformation and AI growth are reshaping wealth management by enabling faster onboarding, automation, and stronger client relationships.

by BusinessWire

Banking

CCBank Selects Tyfone For Digital Transformation

April 17, 20254 min

Bank selects nFinia to enhance omnichannel and small business experience

by PRNewswire

Platforms

ARK Wealth Secures Two Prestigious Best Wealth Manager Awards

April 15, 20255 min

Noah Holdings Limited’s (“Noah” or “the Company”) (NYSE: NOAH, HKEX: 6686) newly launched global wealth management platform for global Chinese investors, ARK Wealth Management, has been recognized with two prestigious industry accolades: “Best Wealth Manager” at the 2025 Hong Kong Euromoney Private Banking Awards and “Best Independent Wealth Manager – China” at the 14th Asian Private Banker Awards for Distinction 2024. These award wins reflect ARK Wealth Management’s emergence as a global wealth management powerhouse, combining enduring...

by GlobeNewswire

Platforms

SmartsAI Contracts Launches AI Wealth 3.0

April 14, 20256 min

The globally recognized artificial intelligence financial platform SmartsAI Contracts (also known as Smarts AI Contracts) has announced the official launch of its latest generation intelligent asset management system—AI Wealth 3.0. This system, developed over two years, is based on multidimensional user data and evolving trends in the financial market, marking a new phase in AI-driven wealth management towards “true personalization.” AI Wealth 3.0 integrates core technologies such as AI risk modeling, dynamic asset rebalancing, automatic...

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