Insights

New Finantix report confirms importance of a highly personalised approach to investment and wealth planning strategy

Finantix shares expert insights into the need for, and delivery of, a co-creation approach to client-adviser relationships in response to the Covid-19 pandemic London, 6 October 2020 - Finantix, the leading global provider of trusted technology to the wealth...

Finantix continues to extend product offer with integration of Next Best Action

Next Best Action is a data and AI driven financial advice tool that delivers more personalised, scaleable advice and richer client engagement to wealth managers, relationship managers and advisers in private and retail banks London 15 September: Finantix, the global...

Finantix strengthens senior leadership team by appointing Ian Savage as CFO

New CFO is highly experienced in fintech Private Equity, will play an integral role in global expansion strategy London, 29 July 2020: Finantix, the global provider of digital enabling software for the banking, wealth management and insurance sectors, is delighted to...

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PWM.NET

PWM.NET

Fintech on Friday: Has wealth digitally delivered during the pandemic? Alongside the Wealth Tech...

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