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PIMFA WealthTech and EY announce the publication of our report New Technology and Client Expectations in the Wealth Management Industry

PIMFA WealthTech and EY are pleased to announce the publication of our report “New Technology and Client Expectations in the …

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PIMFA WealthTech findings from the latest ESG Tech Sprint

PIMFA WealthTech, with strategic partner Morningstar, have recently conducted a tech sprint to investigate how new technologies and solutions make …

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FinTech Know Your Funds ties with Propelle for Best in Show at Morningstar Investment Conference

Fintech solution Know Your Funds – one of two fintech’s selected by PIMFA WealthTech to present to delegates at the …

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PIMFA WealthTech and Morningstar select two FinTechs to showcase ESG solutions at Morningstar Conference

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment …

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PIMFA WealthTech and Morningstar invite FinTechs to showcase ESG solutions at Morningstar Conference

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment …

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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 …

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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, …

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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.

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

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.

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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.