News results for Finantix
Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?
Wealth managers which are systematizing client intelligence and empowering their advisors with...
Wealthtechs Agree Strategic Merger, Expand Global Reach
Finantix and Tegra118 are being melded with InvestCloud to build a Software-as-a-Service wealth...
Finantix Boosts Asia-Pacific Teams
The firm has been building out teams in the Asia-Pacific region and today a third of its total...
Christine Ciriani Named Finantix CEO
The firm's co-founder is moving over to focus on product strategy at the Swiss-based fintech. It...
Finantix Buys Swiss AI Capabilities
The equity-backed fintech has snapped up AI expertise in Switzerland to accelerate AI's increasing...
Who's Moving Where In Wealth Management? - Quilter, Finantix
The latest moves in the Asia-Pacific region's wealth management industry. ...
Finantix Opens Australia Office
The firm argues that there is considerable upside for technology-driven solutions in the Australian...
Asia Has Been Growth Engine, But Don't Ignore Europe - Finantix Founder
The Asia-Pacific region has been a powerful demand driver for technology among wealth managers but...
Finantix Targets Japanese, South Korean Markets With New Tokyo Team
Wealthtech provider appoints country manager to spur APAC growth. ...
Finantix Appoints CFO As Growth Continues
The CFO comes on board as the firm continues to expand in Asia, Europe and the Americas. ...
Comment & Analysis results for Finantix
WEALTH TALK: Focus On Finantix
This publication sits down with the founder and CEO of Finantix. ...
EXCLUSIVE: New Client Acquisition - Research Report
This news service and Finantix have teamed up to issue new research on the wealth management...
Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across The Client Life Cycle
The publisher of this news service, alongside EY and Finantix, is producing a major report on what...
Research – “Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across the Client Life Cycle”
Our new report, produced in partnership with Finantix and EY, cuts through all the hype about...
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