Aaron Wormus’ Post

The relationship between Kontora Family Office and QPLIX has evolved from a customer-supplier relationship to a close partnership. In this video, Kontora's Florian Hoffmann explains how they are constantly improving efficiency and transparency by digitally managing all asset classes in a single system. Kai Linde talks about how QPLIX | Wealth Management Software improves its software by better understanding the needs of asset managers. #familyoffice #fintech #wealthmanagement #portfoliomanagement #assetmanagement

How does the #digitalisation of #wealthmanagement look like for a #familyoffice? Thanks for the insights, Kontora Family Office.

Since its foundation QPLIX | Wealth Management Software has always grown with its customers. Solving the professional challenges of our customers is what we do and what has continously improved our platform. Kontora Family Office is one of these customers that has grown with us - and that keeps constantly challenging us with the professional challenges that they solve everyday for their clients. Thanks for that, and to all that lies ahead. #GrowwiththeBest #portfoliomanagement #assetmanagement #familyoffices #fintech #wealthtech Florian Hoffmann Dr. Patrick S. Maurenbrecher

You can learn a lot about QPLIX Software's advanced capabilities from this customer reference.

More than 100K advisors will get access to Envestnet, Inc.’s personalized direct indexing tools, now that the wealthtech provider struck an exclusive deal with four mega asset managers: BlackRock, Fidelity, Franklin Templeton and State Street. Here’s more on the deal. #wealthmanagement #fintech #advisors

The latest RIA M&A Deal Report by ECHELON Partners found that 104 wealthtech deals occurred in 2023, up from 96 deals in 2022 but below the 108 deals in 2021. Last year’s deal flow was still much higher than the 48 wealthtech M&A deals in 2020 and the 31 deals in 2019. When wealthtech firms combine, complementary platforms can gain not only scale but knowhow that can lead to breakthroughs. This in turn can fuel financial advisors’ ability to serve more clients with greater efficiency and safety. Consolidation can only limit competition for so long in this sector, since that opens the door for new rivals to emerge with disruptive innovations. Today’s roundup includes M&A involving consultancies and financial wellness solutions. Future wealthtech M&A is likely to accelerate useful applications of artificial intelligence. But wealthtech M&A deal participants should always remember that most advisors would prefer providers simply release products that help them save time and money, or better yet make them money. #wealthtech #financialadvisors #wealthmanagement

Cool video - Watch how Kontora Family Office and QPLIX | Wealth Management Software work closely together. More about our offerings for SFO and MFO at https://lnkd.in/eAedXGDy #familyoffice #digitalization #wealthmanagement #wealthtech #fintech

Canopius Group has launched a new investment management product aimed at catering to the needs of asset managers. According to Canopius, the product is a response to the evolving risk dynamics within the heavily regulated asset management sector. Matthew Carr, Head of FINPRO at Canopius, said: “As the asset management industry continues to navigate an increasingly challenging regulatory landscape, the demand for comprehensive cover has never been greater.“ Aloïs Rouffiac, Chief Underwriting Officer UK, also commented, saying, “Our product is the latest example of Canopius’ growth ambition." #insurtechinsights #insurancenews #assetmanagement https://lnkd.in/e-XjNwwB

SuisseTechPartners (“STP”) is delighted to bring to our readers and followers a thought-piece on the critical development of the ‘Depositary and Trustee landscape’, entitled: “Evolution or Revolution? The Future is Now for the Depositary”. Our hypothesis is that the Depositary market has previously had to repurpose technology and functionality from administration and custody systems, supplemented with manual procedures using Excel and other disconnected tools, but as the landscape has rapidly changed, there is now a critical need for a more purpose-built solution that can operate globally on a SaaS basis. We have been serving customers with our advanced, cloud-based technology solution (“PMplus®”) for the last few years, and we have developed a wide range of solutions specifically aimed at serving the depositary market. For this article we are proud to have collaborated with the team at Spire Bay, a firm of experienced industry practitioners, who provide an array of advisory services to asset servicers, asset managers, fintechs and investment funds’, and whom have deep global leadership expertise in depositary and trustee services. Obtain a copy here: https://lnkd.in/gSFZCgZD (email registration required).

Staying Ahead in Compliance: A Guide for Private Fund Managers Our latest blog offers key insights into compliant communication for private fund managers. Discover how to navigate complex regulations and see how LeapXpert’s platform can help ensure transparency and investor trust. Read here: https://lnkd.in/ezvN_BTN #communicationscompliance #fundmanagement #leapXpert