Search Results for: wealth manager

Wealthcare Expands Business Development Team with Two Key Additions
Business Finance Fintech News

Wealthcare Expands Business Development Team with Two Key Additions

Fintech News Desk
by Fintech News Desk0
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, announced the addition of Michael Murray and Thomas Roberts to its business development team. Both Murray and Roberts join the firm in the position of Senior Vice President of Wealth Management, focusing on......
Comerica Bank Appoints Summer Faussette National African American Business Development Manager
Banking Fintech News

Comerica Bank Appoints Summer Faussette National African American Business Development Manager

Fintech News Desk
by Fintech News Desk0
Comerica Bank announced it has appointed Summer Faussette as its National African American Business Development Manager supporting its ongoing commitment to building strong relationships with African American business leaders, entrepreneurs and communities across all markets. These responsibilities are an extension of Faussette’s current role as Vice President, External Affairs – Arizona. As National......
Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Investment Services News

Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation

Fintech News Desk
by Fintech News Desk0
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
Broadridge Launches Wealth Lending Network Marketplace
Banking Fintech Fintech Funding Investment Services News Risk Management

Broadridge Launches Wealth Lending Network Marketplace

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, has launched a Wealth Lending Network marketplace to connect wealth managers to banks and other financial services institutions. The marketplace will enable wealth managers of all sizes to offer Securities-Based Lending (SBL) services to their clients using Broadridge’s end-to-end SBL technology......
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

Fintech News Desk
by Fintech News Desk0
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......
Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services
Business Fintech News

Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services

Fintech News Desk
by Fintech News Desk0
Diligend, a leading investment management software provider that brings the power of technology to institutional investors and consultants, today announced it has added Deloitte Consulting as a client. Deloitte will use Diligend’s solution to digitize and streamline their processes, which include Operational Due Diligence (ODD) on investment managers and service......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Business Fintech News Risk Management

Bita Risk Signs Charles Stanley as first ESG Manager Client

Fintech News Desk
by Fintech News Desk0
BITA Risk, part of corfinancial, announces that Charles Stanley, one of the UK’s leading wealth management firms, has signed up for the BITA ESG Manager application. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies BITA Risk built its reputation on taking complex......
B2B Banking Featured Fintech

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

Fintech News Desk
by Fintech News Desk0
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......
Online Fundraising Platform BetterWorld Grew Over 7,000% in 2020, Making it One of the Fastest Growing Startups in the Country
Banking Fintech Investment Services News Risk Management

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform

Fintech News Desk
by Fintech News Desk0
Private Wealth Systems, a global financial technology company providing software and services to family offices, ultra-high net worth individuals, and asset managers, announced record client growth in 2020, adding over $100 billion in net new assets. Expansion was driven by the urgent need among those with complex investment portfolios to......
Built Raises $88 Million to Power the Future of Construction Finance
Banking Fintech Fintech Funding News

InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses to Create a Financial Technology Leader With a SaaS Global Wealth Solutions Platform Having Over $4 Trillion in Assets

Fintech News Desk
by Fintech News Desk0
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute......
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