wealth management

Dec
20

Fintech partners with digital platform to deliver “client-led affordable advice” combined with “proper investing”

Technology now exists that can solve the problem of delivering compliant and affordable advice to everyone who needs it.

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Dec
17

Household Capital secures $300 million financing from Citi and IFM Investors

Household Capital today announced the completion of a $300 million financing package provided by Citi and IFM Investors.

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Nov
25

Binance Australia and WeMoney launch initiative to boost Australian crypto education

Binance Australia has joined forces with WeMoney to enhance the financial wellbeing of Australians through crypto education and technical innovation. 

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Nov
11

Diversiview by LENSELL now integrates with Sharesight

LENSELL announce the integration of their flagship application, Diversiview, with investment tracking and reporting platform Sharesight.

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Nov
11

Sharesight integrates Stropro to boost alternative/structured investments

Investors using Sharesight will also be able to easily access global alternative investment offerings arranged by Stropro.

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Nov
10

Monochrome Bitcoin Fund approved by Praemium for Private Wealth clients

Wealth management platform Praemium has approved Monochrome’s flagship product on the Powerwrap product suite for Private Wealth clients.

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Nov
10

Crypto-wealth platform Dacxi partners with ABC Bullion to disrupt precious metal investing in Australia

Global crypto-wealth pioneer Dacxi, has announced it has formed a supply and vaulting partnership with ABC Bullion.

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Nov
08

Lumiant launches free client experience tool – Lumiant Lite

Lumiant has launched a free version of its award-winning cloud-based behavioural finance and client experience platform – Lumiant Lite.

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