News & Insights

  • All
  • News

PIMFA WealthTech partners with WealthOS in latest Tech Sprint targeting the Client Onboarding process

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, and WealthOS, the operating system for …

Read More

PIMFA WealthTech partners with NayaOne to launch Client Analytics & Profiling Tech Sprint

PIMFA WealthTech, the market network and technology platform created to bring together the FinTech and Wealth and Investment Management sectors, and NayaOne, a leading financial …

Read More

PIMFA WealthTech and Morningstar announce results of tech sprint ahead of new programme of industry tech challenges

PIMFA WealthTech, the FinTech platform and digital market network created to drive innovation and enhance collaboration between FinTechs and the Wealth Management sector, in association with Morningstar, have announced the results of their first collaboration.

Read More

PIMFA WealthTech and Morningstar Launch Duty of Care Tech Challenge to Bring Together FinTech and Wealth Management Sectors

Edit Column
Edit Text Editor
PIMFA, the trade association for the wealth management, investment services and the investment and financial advice industry, and its tech arm, PIMFA WealthTech, together with Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, launched the Duty of Care Tech Challenge to bring together the FinTech and Wealth Management sectors.

Read More

Ecospend joins PIMFA WealthTech as Innovation Partner to pioneer new open finance solutions for the wealth sector

Ecospend, the UK’s leading Open Banking provider recently acquired by Trustly, has joined PIMFA WealthTech, the digital marketplace and industry network created to drive innovation and enhance collaboration between WealthTechs and wealth management firms, to provide a proof of concept “Pay-by-Bank” solution to its members.

Ecospend’s solution will allow clients of PIMFA WealthTech members to make payments directly to their accounts more easily and securely and without the need for cards.

Read More

PIMFA WealthTech Advisory Council grows to 20 firms with more expected to join in the coming months

PIMFA WealthTech, a digital marketplace and industry network created to drive innovation and enhance collaboration between WealthTechs and wealth management firms, …

Read More

Liz Field: Wealth managers have significant opportunities ahead

Affluent European investors, those with between €100,000 and €1m in total assets, have upwards of €23trn in personal wealth. This represents a significant and lucrative opportunity for wealth managers.

Read More

PIMFA launches ‘PIMFA WealthTech’ supported by Morningstar

PIMFA, the trade association for the wealth management, investment services and the investment and financial advice industry, is pleased to …

Read More

BECOME A MEMBER

We want to showcase the best in wealth technologies and the value of innovation to the Wealth sector. Sign-up is simple and straightforward and by creating a company profile we can start promoting your business, insights and expertise to the industry today.

All views and opinions expressed in these articles are those of the respective authors and linked associates and do not necessarily reflect the official policy or position of PIMFA or PIMFA WealthTech and do they imply any recommendation, approval or endorsement of the content, the author or their associates.