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German WealthTech Fincite merges with France's Harvest

Two of Europe’s leading WealthTech software providers are coming together: Fincite from Germany and Harvest from France have formed a strategic alliance.

/wealth

Saxo hires Michelle West as UK head of compliance

Saxo, the leader in online trading and investment, today announces the appointment of Michelle West as UK Head of Compliance.

/wealth

AdvicePay acquires AdvisorBOB

AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced the acquisition of AdvisorBOB, the leading independent advisor compensation software company.

/wealth

Focus Financial Partners adopts intelliflo redblack for wealthtech stack

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.

/wealth

Clark County CU turns to InvestiFi for robo-advisory services

InvestiFi, the only InvestTech platform that enables members to invest from their checking account with their trusted financial institution, has announced its partnership with Clark County Credit Union (CCCU).

/wealth

Former CEO of Deutsche Bank Luxembourg and Western Europe joins 1fs Wealth advisory board

International finance professional, Frank Krings, has joined global wealth intelligence solutions provider, 1fs Wealth, as strategic advisor.

/wealth

Alfardan Exchange taps iPiD to launch Qatar’s first real-time payee verification service

Alfardan Exchange, the trusted and leading name in the field of exchange, financial transfers and precious metals in Qatar, has partnered with iPiD to launch the first real-time beneficiary validation solution in the exchange industry in Qatar.

/wealth

DTCC appoints Talia Klein as head of wealth management services

The Depository Trust & Clearing Corporation (DTCC), the premier post-trade market infrastructure for the global financial services industry, today announced the appointment of Talia Klein as Managing Director and Head of DTCC’s Wealth Management Services, reporting to Brian Steele, Managing Director, President, Clearing & Securities Services at DTCC.

/wealth

Avaloq opens new office in Dubai

Avaloq, a leader in private banking, wealth management and investment management technology, has inaugurated its new regional office in the Dubai International Financial Centre (DIFC).

/wealth

Finhabits ships bi-lingual financial planner for novice investors

Finhabits, the leading bilingual consumer fintech platform in the U.S., launches Emma, an AI-driven financial planner designed to empower investors with 24/7, bi-lingual and culturally-nuanced financial guidance.

/wealth

Bourgeois Bohème expands payment options with Google Pay and Garmin Pay

Bourgeois Bohème (BOBO), a financial platform for the new generation of High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs), today announces the integration of Google Pay and Garmin Pay, enabling clients to make fast, secure, and contactless payments from their devices.

/wealth

Practifi taps AI from Zocks to improve wealth management workflows

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management.

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