Search Results for: wealth management technology

InsurTech News

Tegra118’s RetireUp Adds Protective Life Insurance Company to Growing Roster of Insurance Carriers

Fintech News Desk
by Fintech News Desk0
Builds momentum in solving for retirement and lifetime income needs by continuing to add products from top-tier insurance carriers on its comprehensive platform Tegra118, a top provider of wealth and asset management technology solutions, announced that its recently acquired RetireUp business has added Protective® Income Builder indexed annuity from Protective Life......
LemonadeLXP Experiences Growth in First Half of 2020, Increases Client Roster
Fintech News

LemonadeLXP Experiences Growth in First Half of 2020, Increases Client Roster

Fintech News Desk
by Fintech News Desk0
LemonadeLXP, the all-in-one learning experience platform for financial institutions (FIs), reports growth in its client base by 81 percent during the first half of 2020. The company also expanded its partnerships and experienced an increase in overall client engagement. Read More: Thimble Launches Certificate Manager to Improve Oversight of Vendor......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience. Read More: GlobalFintechSeries Interview......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Fintech News Desk
by Fintech News Desk0
Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial. In this role, Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment advisers. Read More: Banks Are Experiencing a Kodak......
Magnifi Names Broadridge Executive as Chief Product Officer
Business News

Magnifi Announces CEO, COO & Advisory Members To Lead Next Stage Of Company Growth

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Dave Pottruck, ex-CEO of Schwab and Chairman of Hightower as executive co-chairman in Q2 Magnifi, a company founded by Dr. Vinay Nair at The TIFIN Group and the world’s first natural-language powered investment platform with over 100,000 searches and $100B in assets under influence, today announced Richard Hurwitz, ex-CEO of......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Banking Blockchain Fintech Guest Posts

Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo

Vincent Bezemer
by Vincent Bezemer0
Rewind the clock (to say 35 years ago from today) and cinemas were opening for the first time to the iconic time-traveling antics of Back to the Future. Looking at Doc and Marty and knowing their contrasting personalities – one an eccentric inventor and one a streetwise kid – you......
Allgress Selected by Judges as Gold Winner for IT Governance, Risk & Compliance in the 16th Annual Info Security PG's 2020 Global Excellence Awards
Fintech News Risk Management

Allgress Selected by Judges as Gold Winner for IT Governance, Risk & Compliance in the 16th Annual Info Security PG’s 2020 Global Excellence Awards

Fintech News Desk
by Fintech News Desk0
Allgress announced that Info Security Products Guide, the industry’s leading information security research and advisory guide, has named Allgress Insight Risk Management Suite (IRMS), a Gold winner in the 16th Annual 2020 Info Security PG’s Global Excellence Awards in IT Governance, Risk & Compliance. These prestigious global awards recognize cybersecurity......
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
Business Fintech News

Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

Fintech News Desk
by Fintech News Desk0
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
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