Digital Integration in Wealth Management 2022

Moxtra

Company Description: Deliver personalized client service on your private digital channel. Convenience and trust are pillars of successful client relationships. With a OneStop App, your organization can provide a private digital customer channel on web and mobile — with persistent history and an audit trail of all interactions. Integrated collaboration capabilities include KYC workflows, transaction management, document exchange, messaging, digital signature, video conferencing, task management, and more. The result is that service becomes more convenient, more personalized, and ultimately more human. Moxtra's Client Collaboration Platform can power your branded OneStop Client Portal App as a fluid extension of your existing website, web or mobile app, or as a standalone web and mobile app.

Company Website: http://moxtra.com/

Smart Communications

Company Description: Smart Communications is a leading technology company focused on helping businesses engage in more meaningful customer conversations. Its Conversation Cloud™ platform uniquely delivers personalized, omnichannel conversations across the entire customer experience, empowering companies to succeed in today’s digital-focused, customer-driven world while also simplifying processes and operating more efficiently. Smart Communications is headquartered in the UK and serves more than 650 customers from offices located across North America, Europe, and Asia Pacific. Smart Communications’ Conversation Cloud platform includes the enterprise-scale customer communications management (CCM) power of SmartCOMMTM, forms transformation capabilities made possible by SmartIQTM and the trade documentation expertise of SmartDXTM. In 2021, the company acquired Assentis, a leading European software solutions provider specializing in customer communications management (CCM) with a focus on the financial services industry. To learn more, visit smartcommunications.com  

Company Website: www.smartcommunications.com

aixigo

Company Description: aixigo has the world's fastest API-based wealth management platform for investment advisory, portfolio management, portfolio risk management, portfolio analysis and portfolio monitoring. The platform, which is equipped with more than 100 digital services delivers constant trend-setting and real added value innovations to aixigo’s customers and their savings and investment customers. aixigo's financial software enables you to leverage potential that previously seemed unattainable. aixigo’s international customers including Bank Vontobel, BNP Paribas, Commerzbank and Hargreaves Lansdown are already benefiting from the aixigo platform. Contact us and we will clarify how we can support you quickly and tailored to your needs!

Company Website: www.aixigo.com

CID

Company Description: CID provides enhanced intelligence and analytics solutions for financial services companies. CID is a valued strategic partner to financial services providers because of its powerful software platform – CORPUS –, its dedication to creating business value with regards to bank-specific challenges and requirements, and its next generation Artificial Intelligence technology: Neuro Computing. CID enables clients to achieve exceptionally high quality in data processing, which is the foundation for process improvements and successful automation. Neuro Computing turns data into insight so that financial services can focus on highest value work – and unlock data potential, drive client engagement, enhance sales and underwriting, improve customer experience, and turn financial services truly digital.

Company Website: www.cid.com/

Crealogix

Company Description: CREALOGIX has been partnering with some of the world’s leading banks and wealth management firms for 25 years. As a global leader in digital banking technology, the CREALOGIX SaaS-based digital engagement platform improves the user experience for digital financial services and give our customers the competitive edge.

Company Website: www.crealogix.com

Expersoft Systems AG

Company Description: Expersoft Systems is the leading Swiss provider of Wealth & Asset Management solutions and services for asset managers, banks, family offices and other financial services providers. With more than 200 employees and over 25 years of experience, Expersoft is successfully operating in the market, serving more than 600 customers worldwide, headquartered in Steinhausen/Zug with regional offices in Luxembourg, Stuttgart, London, Dubai, Singapore, Hong Kong, Panama and São Paulo.

Company Website: http://www.expersoft.com

InvestCloud

Company Description: InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

For more information, visit InvestCloud.com.

Company Website: www.investcloud.com

Nucoro

Company Description:

Nucoro is the digital investment and savings platform delivering enterprise solutions for wealth and asset managers. With our help, wealth management firms can launch next-generation savings and investment propositions, gain the agility of a fintech and innovate at eye-level with digital competitors. The Nucoro platform empowers wealth management firms to create self-sustaining business units that are fully automated, require very little integration and are customisable to their unique customer base. Our technology is modular, API-based and fully adaptable, creating a simple way to integrate with existing infrastructures, with the traditional functions of the front, middle and back-office becoming fully automated operations.

Company Website: http://nucoro.com/

Objectway

Company Description: Powered by 30 years of business expertise in delivering wealth and asset management technology and services, Objectway empowers its clients to embrace their future challenges while providing great performance today. Objectway solutions and services enable opti-channel customer engagement, front-office productivity, stronger investment performance, suitable advice and compliance enforcement, efficient back-office operations and automation, pro-active client reporting and management analytics. The front-to-back, multi-channel, scalable, cloud-ready platform leverages a component-based architecture with AI-driven algorithmic engines for risk & performance analytics, real time investment compliance, portfolios optimisation and mass customisation, with open APIs for easy integration. Objectway is a Global Top 100 fintech provider (IDC ranking) and their clients include 200+ leading wealth managers, banks, asset managers, fund managers, insurers and outsourcing providers in more than 15 countries. They support approximately 100,000 investment professionals to manage more than £1 trillion in assets. Objectway operates from offices in Italy, UK, Ireland and Belgium serving customers in 4 continents.

Company Website: www.objectway.com

Ortec Finance

Company Description: Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has over 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions. The company supports investment decision-making for institutional and private investors.

Company Website: http://www.ortec-finance.co.uk/

Seccl

Company Description: Seccl is a custodian and investment technology company that powers firms at the cutting edge of financial advice and wealthtech. On a mission to rebuild the infrastructure of investments and advice, Seccl provides firms of all sizes with affordable custody, trading and settlement services, feature-rich investment management technology, and a suite of paperless adviser and client portals. Financial advisers and investment managers can combine these modules to operate their own platform – helping them to take control of their client relationships, improve their customer experience and own more of the value chain. Elsewhere, technology-first businesses from all sectors can use Seccl’s publicly documented APIs to get plug-and-play access to the financial markets – helping them to launch new investment propositions more quickly and affordably than ever before. In 2019, Seccl was acquired by Octopus Group, the £10 billion group of companies that includes Octopus Investments, Octopus Energy and Octopus Ventures.

Company Website: www.seccl.tech

Seismic

Company Description: Seismic is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic’s platform provides continuous guidance to improve behaviour, content, and skills to win more deals and deliver better experiences. More than 2,000 organizations including IBM and American Express have made Seismic their enablement platform of choice. Seismic integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.

Company Website: www.seismic.com

Unblu

Company Description: Unblu’s Conversational & Collaboration Suite empowers financial institutions to increase the number of transactions, deliver better customer experience and build successful business relationships. Unblu makes seamless investing a reality, allowing a client and their advisor to research, communicate and make decisions together. And when things are made simpler and easier for the client, their trust and confidence in their advisor grow. With our solutions, we are helping wealth manager to become long-term financial partners.

Company Website: www.unblu.com

Wealth Dynamix

Company Description: Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, we deliver benefits throughout the whole client lifecycle and transform the way firms manage client wealth and deliver client excellence.  

Company Website: http://www.wealth-dynamix.com/

Quantfolio

Company Description: Quantfolio is a leading Nordic WealthTech company within the advisory sector. We empower wealth managers with unique technology platform enabling hybrid & hyper personalized advisory with sustainable DNA. Friction free, with integration possibilities to ensure dataflow between systems, our solutions can support you through the onboarding, mapping and updating of investment proposals. Our technology enables digital and human advisory, stand-alone or combined in a hybrid solution. Our digital advisor is the world’s first & only authorized advisor certified by a governing body as our data led approach combines user data & preferences with financial data to provide optimal and unique advise, also catering for sustainability preferences. The goal is to: drive client engagement, increase insights and support your advisory process.

Company Website: www.quantfol.io

M-Files

Company Website: http://www.m-files.com/en

eGain

Company Description: eGains’ knowledge-powered customer engagement software automates digital-first, omnichannel experiences for global brands. Infused with AI and analytics, eGain’s top-rated cloud platform enables effortless customer journeys with virtual assistance, customer self-service, and modern agent tools.

Company Website: http://www.egain.com

ERI

Company Description: ERI is an international company, specialising in the design, development, implementation and support of an integrated, real-time banking and asset/wealth management software solution: OLYMPIC Banking System. OLYMPIC Banking System has been chosen by over 400 banks and financial institutions spread over more than 60 countries around the World. Providing extensive coverage of Front-, Middle- and Back-office functions, OLYMPIC Banking System is modular, thus allowing banks to initially set up the core system, and then add optional modules as their needs evolve. Thanks to its highly flexible, modern, parameter-based design, OLYMPIC Banking System is also able to meet most customisation requirements through parameter changes. This reduces the requirement for development of software modifications, so reducing the risks, complexity and cost of implementation.

Company Website: www.olympicbankingsystem.com/en/

FORCS

Company Description: FORCS is one of the leading eForm companies driving digital transformation for paperless work environments. Based on its 27 years of experience, more than 70% of major financial institutions in South Korea, especially banks, insurance companies, and asset management companies in BFIS use FORCS products. The company has been publicly listed on KOSDAQ since 2015 and is expanding globally with offices in Japan, Singapore, and Europe.

Company Website: www.forcs.com

MyDocSafe

Company Description: MyDocSafe automates customer registration journeys end-to-end, from data collection, through KYC/AML checks to contract signing. MyDocSafe cuts customer registration time from weeks to hours, covers multiple product and compliance requirements and simplifies back-office risk assessment workflows. Integrated with major CRMs, MyDocSafe improves efficiency from day one and can be deployed within weeks.

Company Website: www.mydocsafe.com/uk/

PaxFamilia

Company Description: PaxFamilia is a wealth planning platform that helps financial advisors to serve their clients with a structured and holistic approach to their wealth. To this end, PaxFamilia covers all aspects of global wealth guidance, which makes the platform a unique end-to-end solution ensuring advisor efficiency and a digital client experience.

Company Website: http://www.paxfamilia.com

Azqore

Company Description: www.azqore.com/

Company Website:

Halo Investing

Company Description: Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. In October 2021, Halo Investing announced our $100+M Series C funding. With over 30 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.

Company Website:

Wealth Wizards

Company Description: Turo from Wealth Wizards is our market leading hybrid advice platform. It provides self-serve and hybrid financial guidance and advice, enabling advisers to acquire and serve more clients, more efficiently, while remaining 100% compliant. Fully configurable to your in-house advice policy, Turo has a wide range of capabilities, from a self-serve, automated financial health check through to automation of fact finds, suitability reports pension consolidation and fund recommendation.

Company Website: www.wealthwizards.com