Search Results for: Wealth Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

FTS News Desk
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

FTS News Desk
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry
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Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry

FTS News Desk
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic. Zoe Financial today celebrates three years empowering consumers to find the best and most trustworthy financial advisors. Read More: GlobalFintechSeries Interview......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

FTS News Desk
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
Fintech News

SIX Adds Wealth Management APIs to the b.Link Open Banking Platform

FTS News Desk
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase The association created by industry representatives agreed the common API standards last December. The wealth management......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
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Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms

FTS News Desk
Next Generation Data Consolidation and Replication Solution Solves Unmet Industry Needs, Creating a ‘Single Source of Truth’ Skience, a leading digital enablement solution and consulting provider, today announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new offering empowers wealth management firms to......
B2B Banking Featured Fintech

Wealth Management Apps that are Making a Difference in the Financial Management Market

FTS News Desk
Wealth or money managements apps are applications built with software that helps users track spending, stay updated and view their bank balance and analyse spending habits. These apps also help users make difficult banking decisions based on the data gathered from bank accounts. Users can use these apps remotely from......
Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments
Banking Fintech News

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments

FTS News Desk
wealthpilot taps the full potential of wealth management for end custom- ers, wealth managers and banks – with this goal in mind, wealthpilot has created the financial home of the future for customers of wealth managers, banks and insurance companies. In order to further develop the software-as-a-service platform (SaaS), the......
Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management
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Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management

FTS News Desk
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Terrapin Technologies today announced a new trade surveillance solution in partnership with Wintrust Wealth Management. The trade surveillance solution provides compliance departments the capability to monitor sales......
Black-Owned Financial Company 'Cents Savvy' Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community
Business Fintech News

Black-Owned Financial Company ‘Cents Savvy’ Announces New Money & Wealth Management Products to Promote Financial Literacy in Our Community

FTS News Desk
The new website is home to a suite of financial literacy tools that educate clients at every stage of their financial planning independence and wealth creation. Cents Savvy is a newly relaunched website that offers articles, videos and daily expert tips for clients and readers that are focused on building......