Digital Integration in Wealth Management 2020

JHC

Company Location: 3 More London Riverside London

Industry: Financial Services,Wealth Management,

Company Description: Wealth management software and digital transformation services for the world’s financial institutions Throughout financial services, digital working is replacing manual working. The transition is fundamental, wide-sweeping and likely to occur only once in the life of the business. Our tools, platforms and advice ensure that the cost savings and efficiencies expected of digital transformation materialise.

Company Website: www.jhc.financial

Moxtra

Company Location: http://moxtra.com/ United Kingdom

Industry: Financial Services,Wealth Management,

Company Description:

Moxtra comes from a rich heritage of collaboration experts tracing back to Webex Communications. Moxtra’s co-founder and CEO, Subrah Iyar, is a pioneer in the Software as a Service (SaaS) space. He was the co-founder + CEO of Webex until its 2007 acquisition by Cisco Systems for $3.2 Billion. Moxtra's other co-founder and CTO, Stanley Huang was a Senior Director of Engineering at Webex and Cisco systems. This time, Subrah and Stanley are working together to revolutionize collaboration for the mobile world.

Moxtra brings on board in-built layers of collaboration functionalities like messaging, file/content sharing, annotation and online meeting. Our technology has aroused lot of interest in the global banking and financial services industry, and is all set to make great strides in this space.

Company Website: http://moxtra.com/

Backbase

Company Location:

Industry: Financial Services,Wealth Management,

Company Website: https://www.backbase.com/?network=g&%3Ftargetid=dsa-521761365559&%3Fcampaignid=1566573805&%3Fadgroupid=62154162227&%3Fcreative=295364153416

CID

Company Location: Gewerbepark Birkenhain 1, Freigericht Germany

Industry: Financial Services,Wealth Management,

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: https://cid.com/

Comarch

Company Location: Kraków, Poland

Industry: Financial Services,Wealth Management,

Company Description: Founded in 1993 in Kraków, Poland, Comarch prides itself on being one of the leading software houses in Europe with over 6000 employees worldwide and more than 3000 successful projects carried out for the largest international brands. With 25 years' experience in the industry, Comarch Financial Services, a business sector within the Comarch Capital Group, specializes in developing sophisticated software and IT systems for major financial institutions in banking, insurance and capital markets. Our expertise has gained worldwide recognition and a significant portfolio of clients among insurers, banks, mutual and pension funds, brokerage houses and asset management companies in more than 30 countries. Our client list includes UniCredit, TMB Bank, Siam Commercial Bank, Société Générale, BNP Paribas, Ergo, Oney, Allianz, and more.

Company Website: http://www.comarch.com/finance/

Computershare

Company Location:

Industry: Financial Services,Wealth Management,

Company Website: https://www.computershare.com/uk

Expersoft Systems AG

Company Location:

Industry: Financial Services,Wealth Management,

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

FactSet

Company Location:

Industry: Financial Services,Wealth Management,

Company Description: FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior analytics, service, content, and technology to help more than 91,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For^® and a Best Workplace in the United Kingdom and France.  Subscribe to our thought leadership blog to get fresh insight delivered daily at insight.factset.com. Learn more at www.factset.com and follow on Twitter: www.twitter.com/factset.

Company Website: www.twitter.com/factset

Nucoro

Company Location:

Industry: Financial Services,Wealth Management,

Company Description: Nucoro is the digital investment and savings platform delivering enterprise solutions for insurance firms. With our help, insurance firms can launch next-generation savings and investment propositions, gain agility and innovate with digital competitors. Our technology is modular, API-based and fully adaptable, creating a simple way to integrate with existing infrastructures.

Company Website: https://nucoro.com/

Objectway Group

Company Location:

Industry: Financial Services,Wealth Management,

Company Description: Founded in 1990, the Objectway Group is a leader in the Digital Wealth, Investment & Asset Management sector with a turnover of approximately £ 70 million. Its award-winning software platforms serve over 150 customers, in 15 countries and across 3 continents. With offices in Italy, the UK, Belgium, Ireland and South Africa, Objectway has more than 600 employees supporting approximately 100,000 investment professionals to manage more than £1 trillion in wealth.

Company Website: https://www.objectway.com/

Ortec Finance

Company Location: Boompjes 40 Rotterdam The Netherlands

Industry: Financial Services,Wealth Management,

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/

Simon-Kucher & Partners

Company Location: Willy-Brandt-Allee 13 Bonn Germany

Industry: Financial Services,Wealth Management,

Company Description: Simon-Kucher & Partners is a global consulting firm specializing in TopLine Power® with a focus on strategy, marketing, pricing, and sales. We help our clients achieve growth and profit targets by applying practical, evidence-based strategies. Simon-Kucher & Partners is regarded as the world’s leading pricing advisor and thought leader. The firm has 1,300 employees in 38 offices worldwide.

Company Website: www.simon-kucher.com

Smart Communications

Company Location:

Industry: Financial Services,Wealth Management,

Company Description: Smart Communications™ is the only provider of a cloud-based, next-generation customer communications platform. More than 500 global brands rely on Smart Communications to deliver meaningful customer communications across the entire lifecycle—empowering them to succeed in today’s digital-focused, customer-driven world while also simplifying processes and operating more efficiently. This is what it means to scale the conversation. Smart Communications is headquartered in the UK and serves its customers from offices located across North America, Europe, and Asia Pacific. The company offers a range of solutions including SmartCOMM™, SmartCOMM™ for Salesforce and SmartDX™. In July 2019, the company acquired global digital transformation software company, Intelledox to further enhance its leadership in customer experience-driven communications. To learn more, visit smartcommunications.com

Company Website: https://www.smartcommunications.com/

Appway

Company Location: 55 Baker Street London

Industry: Financial Services,Wealth Management,

Company Description: Appway builds software for today and innovates for the technology of the future. With over ten years of industry experience, Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable solutions that quickly adapt to changing conditions. Headquartered in Switzerland with offices around the globe, Appway’s award-winning software suite serves over 420,000 users worldwide. More than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.

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

Finantix

Company Location:

Industry: Financial Services,Wealth Management,

Company Description: Finantix is a leading supplier of transformational software to the private banking, wealth and insurance industries globally. It has a customer base spanning over 45 countries, and more than 15 years’ experience distilled into its flagship Finantix Components product suite which is supported from eight offices across Europe, North America and Asia. Finantix Components is trusted by some of the world’s largest banks, insurers and wealth managers and offers a broad, solid and proven library of multi-country, multi-jurisdiction, multi-channel, omni-device reusable software modules, widgets, engines, connectors and APIs that help leading financial institutions digitise and transform key processes in the financial services industry. http://www.finantix.com

Company Website: https://www.finantix.com/

InvestCloud

Company Location: 77 Shaftesbury Ave London

Industry: Financial Services,Wealth Management,

Company Description: Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks. For more information, visit www.investcloud.com.

Company Website: www.investcloud.com

ABAKA

Company Location: Audley House 13 Palace Street London United Kingdom

Industry: Financial Services,Wealth Management,

Company Description: ABAKA provides financial institutions, of any size, anywhere in the world, the software to thrive in the digital savings age. We do this by building, delivering and supporting conversational AI technology to power affordable and accessible advice. “We help people save more, that’s all we do!”

Company Website: http://abaka.me/

moneyinfo

Company Location:

Industry: Financial Services,Wealth Management,

Company Description: moneyinfo limited is a private fintech firm based in Henley in Arden, Warwickshire specialising in client portals and mobile apps for the wealth management industry. We are proud to work with some of the UKs most exceptional advisory businesses including Saunderson House, Aon, Prydis Wealth, Andrews Gwynne, Citywide and many more.

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

Wealth Dynamix

Company Location: 141-145 Curtain Road, Shoreditch London

Industry: Financial Services,Wealth Management,

Company Description: Wealth Dynamix is a multi-award winning financial technology provider, underpinned by deep domain expertise. They specialize in the provision of cutting edge Client Lifecycle Management to the world’s leading private banks and wealth management firms. The solution addresses key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. These include client acquisition, onboarding, regulatory compliance, relationship management, client servicing, business intelligence and digital portals (client and advisor). Leveraging Microsoft’s industry leading Dynamics 365 platform, Wealth Dynamix’s solution helps clients effect strategic digital transformation programs, assists them in better managing and servicing their clients as well as satisfying evolving regulatory requirements.

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

EVOOQ

Company Location:

Industry: Financial Services,Wealth Management,

Company Website: https://www.evooq.ch/

SS&C

Company Location:

Industry: Financial Services,Wealth Management,

Company Website: