Digital Integration in Wealth Management 2023

Moxo

Company Description: Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Company Website: www.moxo.com

Objectway

Company Description: Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.

Company Website: www.objectway.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/

3rd-eyes analytics

Company Description: 3rd-eyes analytics is a Swiss WealthTech that offers financial institutions modular, white-labelled SaaS and API solutions that improve, automate, and interactively visualise wealth planning and investment advice. Our realistic and scenario-based ALM optimisation includes non-normal distribution that improves the clients’ strategic asset allocation and investments in various market scenarios. Our solutions incorporate climate change scenarios and model wealth projections and financial goals based on the varying levels of global warming. The unique strategic asset allocation optimiser and our portfolio construction logic hyper-personalise investment advice and ensure that investors’ preferences are met beyond their ESG expectations. With our novel climate change analyser, we enable to assess the impact of rising temperatures on clients’ wealth development and personal goal achievement. As such, we help financial institutions significantly improve their wealth planning capabilities, reduce costs by fully automating them, and to position themselves as the trusted advisor for each of their clients.  

Company Website: www.3rd-eyes.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’s Thematic Intelligence platform Affinity allows wealth & asset managers to create new investment strategies, energize existing ones and create new products and do it quickly, easily and in near real time. Asset managers use Affinity to research, build and rank new investment strategies; make fast, accurate allocation and rebalancing decisions; and develop and sell more targeted, customized, thematic investment products. Wealth managers and corporate banks use Affinity to identify business opportunities from existing customers and new prospects; leverage intelligence and network information to win more business more efficiently; and provide highly relevant advice to build long-term, trust-based client relationships.

Company Website: www.cid.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

M-Files

Company Description: Despite the many technological advances in the digital world, companies still struggle with the fundamental challenge of securely developing and delivering the right information to key stakeholders in real-time.   M-Files helps organizations efficiently and securely find, share, and collaborate on critical business information with internal and external stakeholders.  Unlike traditional document management platforms, M-Files' powerful, metadata-driven document management platform provides embedded search, access, and collaboration capabilities, enabling an easy-to-use and secure "single source of the truth" portal for employees, clients, and contractors.  As a result, M-Files customers operate more efficiently and improve stakeholder satisfaction with built-in security and compliance.  

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

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.ortecfinance.com/en/solutions/goal-based-planning

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

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

Iress

Company Description: We’re the global technology team on a mission to make it easier to love financial services.Every day we partner with financial services businesses of all sizes to help them grow, lead and deliver more for their customers. At the heart of our mission is our belief that technology should help people perform better. That’s why we build the best financial services technology connecting everyone who makes the industry go around so that you and your customers can love what you do.

Company Website: iress.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/

OpenFin

Company Description: Move Fast. Break Nothing. OpenFin is The Operating System of Finance, enabling app distribution, workspace management and workflow automation. Within finance, the number of firms utilizing OpenFin technology has grown from 2,400 to 3,800 since the launch of Workspace 16 months ago. Today, OpenFin is used by 90% of global financial institutions, including banks, buy-side and sell-side firms and the global vendor community. OpenFin investors include Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, HSBC, ING Ventures, J.P. Morgan, NYCA Partners, Pivot Investment Partners, Standard Chartered and Wells Fargo Strategic Capital among others. The company is based in New York with an office in London and presence in Hong Kong and Singapore.

Company Website: www.openfin.co

Moxo

Company Description: Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Company Website: www.moxo.com

Assured Thought

Company Description: Assured Thought is an award-winning quality assurance and software testing company for financial services in the UK and beyond. We partner with our clients to ensure they have a complete and appropriate QA testing strategy and delivery framework that enables them to continue solving meaningful problems and delivering quality change.

Company Website: www.assuredthought.com

Investment Navigator

Company Description: We enhance the investment & advisory value chain from research to distribution with suitability assessments; solving the cross-border distribution, product and tax suitability issues of financial service providers. The entanglement of client context, rules and data leads to our automated unambiguous suitability answer – even down to the specific instrument level. On whatever platform you work, insist on Investment Navigator suitability.

Company Website:

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/

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

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: www.haloinvesting.eu