Search Results for: Wealth Management industry

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry
Artificial Intelligence Banking Business Fintech InsurTech News

Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
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......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Fintech News Risk Management

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
Cloud Digital Asset Management Finance Fintech News

FusionIQ Launches Industry’s First Digital Wealth Management Solution for Wallet Companies

PR Newswire
by PR Newswire0
New solution expands FusionIQ’s portfolio of easy-to-implement products, bridging the gap between payments and wealth management. FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of FIQ Wallet, the industry’s first digital wealth management platform designed specifically for digital wallet companies. This groundbreaking solution......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com "Wealthies" Industry Awards
Fintech News Trading

TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com “Wealthies” Industry Awards

Fintech News Desk
by Fintech News Desk0
TradingFront, an innovative technology and unified custodian solution for independent RIAs, announced that the company has been selected as a Finalist in two categories for the 2020 “Wealthies” – the yearly WealthManagement.com Industry Awards Event – by a judging panel of industry experts in a highly competitive review process. Over......
FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry
Blockchain Cryptocurrency Fintech News

FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry

Fintech News Desk
by Fintech News Desk0
In the global field of blockchain technology, Chainbank has been recognized as the most reputable and advanced wallet platform in terms of technology sophistication and security. It holds the highest status within the industry. Chainbank provides its exclusive technology innovation only to mainstream crypto currencies such as BTC, BCH, ETH,......
Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry
Finance Fintech News

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

Business Wire
by Business Wire0
Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients. “We recognize that the ever expanding universe of foundational Generative AI models, more......
FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers
Digital Asset Management Finance Fintech News

FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers

PR Newswire
by PR Newswire0
FLX Diligence Center saves time with streamlined data collection and comparison capabilities. FLX Networks announced that it has teamed up with Dasseti to launch FLX Diligence Center, a cloud-based tech solution that streamlines and revolutionizes the due diligence data management process for both asset and wealth managers. FLX Diligence Center, Powered......
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