TechDay New Zealand - Aotearoa's technology news network

Wealth management Stories - Page 3

Kiwi Stories

Wealth management stories

Global Stories

Wealth management stories

Stake adds portfolio chart & stock move explainers
Data Analytics

Stake adds portfolio chart & stock move explainers

Retail investors using Stake can now see fuller portfolio history and stock-move context in-app as markets swing more sharply.

By Karen Joy Bacudo • 4 min read • Last month
Backbase launches AI-native banking OS to unify frontline
Software-as-a-Service

Backbase launches AI-native banking OS to unify frontline

Banks could use the new platform to cut frontline bottlenecks, as Backbase says 80% of such work happens in disconnected system gaps.

By Karen Joy Bacudo • 3 min read • Last month
Global study finds 78% use AI for investment insights
Digital Transformation

Global study finds 78% use AI for investment insights

AI use in investing is now mainstream, with 78.3% of 2,100 respondents across 19 countries saying they consult tools for insights.

By Karen Joy Bacudo • 4 min read • Last month
Addepar opens Singapore hub to expand Asia-Pacific reach
Software-as-a-Service

Addepar opens Singapore hub to expand Asia-Pacific reach

The move will bring product and commercial teams closer to Asian clients as the wealth-tech firm targets faster growth across regional markets.

By Sean Mitchell • 3 min read • Last month
WealthArc launches AI agent to structure portfolio data
Digital Transformation

WealthArc launches AI agent to structure portfolio data

It is aimed at cutting manual reformatting and reconciliation of inconsistent custodian records for wealth managers handling multi-source portfolio data.

By Karen Joy Bacudo • 4 min read • Last month
Bitget launches IPO Prime with SpaceX-linked pre-sale
Space Technologies

Bitget launches IPO Prime with SpaceX-linked pre-sale

Retail investors can now buy into pre-IPO exposure to SpaceX through a tokenised product as exchanges seek new fee streams.

By Karen Joy Bacudo • 4 min read • Last month

Stories from Other Regions

Wealth management stories

Citi Wealth launches AI assistant Citi Sky for US clients
Digital Transformation

Citi Wealth launches AI assistant Citi Sky for US clients

US wealth clients will get market insights and reminders from Citi Sky as Citi rolls out the AI assistant alongside advisors this summer.

By Mark Tarre • 3 min read • Last month
Citi launches AI wealth assistant Citi Sky with Google
Digital Transformation

Citi launches AI wealth assistant Citi Sky with Google

The rollout puts generative AI in front of Citigold clients as banks race to show it can aid investors without sidelining advisers.

By Karen Joy Bacudo • 4 min read • Last month
FinTech Australia names Finnies finalists for 10th year
Data Protection

FinTech Australia names Finnies finalists for 10th year

The shortlist comes as the sector weighs new rules on payments, scams and data rights, with 160 finalists vying across 22 categories.

By Karen Joy Bacudo • 3 min read • Last month
Firenze raises GBP £6 million to expand Lombard lending
Software-as-a-Service

Firenze raises GBP £6 million to expand Lombard lending

Borrowers can now tap cash within 24 hours as the fintech plans to broaden products and double staff after fresh backing.

By Karen Joy Bacudo • 4 min read • Last month
Standard Chartered & A*STAR launch S$15 million AI lab
Data Analytics

Standard Chartered & A*STAR launch S$15 million AI lab

The three-year tie-up aims to speed up fraud detection and portfolio analysis, as banks race to turn AI research into daily operations.

By Karen Joy Bacudo • 4 min read • Last month
Raindrop reunites GBP £447 million in lost pensions
Fintech

Raindrop reunites GBP £447 million in lost pensions

UK savers are missing billions in retirement funds, as the platform tracked 61,858 pots in the quarter, up 497% year on year.

By Karen Joy Bacudo • 4 min read • Last month
WealthAi names Pratim Das as Chief Technology Officer
Customer Relationship Management

WealthAi names Pratim Das as Chief Technology Officer

The London start-up is adding senior AI expertise as wealth managers seek secure tools that fit regulated workflows without replacing core systems.

By Sofiah Nichole Salivio • 4 min read • Last month
Singapore sandwich class turns to crypto for stability
Crypto

Singapore sandwich class turns to crypto for stability

Middle-income households in Singapore are increasingly using cryptocurrency to diversify portfolios and buffer rising costs, a new survey shows.

By Karen Joy Bacudo • 3 min read • Last month
CIMB Niaga launches AI agents for Indonesian bank staff
Unified Communications

CIMB Niaga launches AI agents for Indonesian bank staff

The rollout could speed up advice and call handling for millions of Indonesian customers while keeping staff in control of regulated decisions.

By Karen Joy Bacudo • 5 min read • Last month
Pello buys ByAllAccounts as Morningstar stays customer
Software-as-a-Service

Pello buys ByAllAccounts as Morningstar stays customer

Morningstar users should see no immediate change as the firm keeps using ByAllAccounts after selling the data aggregation unit to Pello.

By Karen Joy Bacudo • 4 min read • Last month
EX.IO & Payment Asia explore Hong Kong stablecoins
Crypto

EX.IO & Payment Asia explore Hong Kong stablecoins

Hong Kong merchants may soon gain stablecoin payment and settlement options as the two firms test licensed digital assets under the new regime.

By Karen Joy Bacudo • 4 min read • Last month