Search Results for: Wealth Advisory

NYMBUS Expands Industry Advisory Board with Two New Appointments
Banking Digital Fintech News

NYMBUS Expands Industry Advisory Board with Two New Appointments

Fintech News Desk
by Fintech News Desk0
NYMBUS®, a leading provider of banking technology solutions, today announced the appointment of two new members to its Industry Advisory Board, effective immediately. The company welcomes industry leaders James Robert Lay, Founder and Chief Operating Officer of the Digital Growth Institute, and Hunter Young, Founder and President of the HIFI......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
Temenos-extends-partnership-with-Schroders-for-wealth-front-office
Banking Fintech News

Temenos Extends Partnership With Schroders for Wealth Front Office

Fintech News Desk
by Fintech News Desk0
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business. Schroders Wealth Management will deploy the state-of-the-art portfolio management system on its existing Temenos Transact core banking platform to provide intuitive and......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
Alpima-appoints-Rafael-Febres-Cordero-to-advisory-board
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Alpima Appoints Rafael Febres-Cordero To Advisory board

Fintech News Desk
by Fintech News Desk0
ALPIMA, the B2B SaaS platform for investment management and product design, has appointed a Rafael Febres-Cordero to its advisory board during this phase of growth, with a special focus in the Americas, which has $44 trillion in assets under management. Read More:  Tuvalu Embarks On World’s First National Digital Ledger......
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......
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
Business Fintech News

$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth

Fintech News Desk
by Fintech News Desk0
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients A team of recognized industry veterans Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr. today formally announced the launch of the new registered investment advisory firm, NewEdge Wealth,......
Innovative Payment Solutions
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Innovative Payment Solutions, Inc. Adds Lawrence P. Cummins to Advisory Board

Fintech News Desk
by Fintech News Desk0
 Innovative Payment Solutions, Inc. (“Innovative” or the “Company”) (OTCQB: IPSI), a U.S.-based fintech company focused on building 21st century digital payment solutions, announces the addition of a blockchain expert, the CEO of Black Cactus Global, Inc (OTC: BLGI), Lawrence P. Cummins to the Company’s advisory board. Mr. Cummins has extensive......
Double-Win-For-Objectway-WealthTech-Suite-At-XCelent-2020-Awards
Business Fintech News

Double Win For Objectway WealthTech Suite At XCelent 2020 Awards

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. This report examined the leading vendors of Front-to-Middle Office platforms in EMEA, delivering a solution that......
EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board
Economy Fintech Investment Services News

EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board

Fintech News Desk
by Fintech News Desk0
EquityMultiple, a New York-based wealthtech firm that provides accredited investors with streamlined access to commercial real estate investments, announced a series of growth trends that have continued throughout 2020, amid challenging economic conditions. Read More: Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators EquityMultiple recently added Christian......
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