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5 results for “Wealth Management Platform”
Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library
Envestnet released interface updates to its Wealth Management Platform—including an interactive dashboard, UMP configuration tools, and expanded widget library—as its third technology release of 2026, positioning them as foundational for an 'AI-First Advisor Experience'.
Sep 15, 2026
Allfunds and HSBC collaborate to deliver same-day settlement for Hong Kong money market funds
Allfunds and HSBC have partnered to enable same-day (T+0) settlement for Hong Kong money market funds, aiming to improve liquidity efficiency and operational speed in fund transactions.
Sep 15, 2026
FNZ offloads German bank to focus on wealthtech business
FNZ is divesting its German banking subsidiary to concentrate resources on its core wealthtech platform business.
Aug 4, 2026
Rank bids to dismantle structural bariers to wealth creation for young Africans
Rank launched three new financial products—Money Circles, Tribe, and Perks—to address structural barriers preventing wealth creation among young Africans.
Jul 21, 2026
Hargreaves Lansdown appoints technology heads
Hargreaves Lansdown, a UK wealth management platform, appointed two new technology executives to senior leadership roles.
Published Jul 3, 2026 · Analyzed Jul 7, 2026