Search Results for: wealth management technology

FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
Finance Investment Services News

FIS Expands Wealth Offerings in the United Kingdom with New Pension Services

Fintech News Desk
by Fintech News Desk0
FIS has enhanced its wealth management solutions to include self-invested personal pension (SIPP) servicing in the U.K. with Quai Digital Enhancing its current infrastructure and services, Quai will utilize wealth management and service solutions from FIS to operate its savings and investment business. Financial technology leader FIS has announced it has enhanced......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Fintech Unicorn Neon Appoints André Madeira, Coinbase and Google Veteran, to Role of Chief Technology Officer
Fintech News

Fintech Unicorn Neon Appoints André Madeira, Coinbase and Google Veteran, to Role of Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Neon, a fintech company and digital bank focused on improving the lives of working Brazilians, announced the appointment of André Madeira as the company’s new Chief Technology Officer (CTO). Madeira brings extensive knowledge in engineering to the role, along with expertise in building scalable products for the masses from his......
WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution
Banking News

WeLab Bank Launches GoWealth and Becomes Asia’s 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Fintech News Desk
by Fintech News Desk0
WeLab Bank the virtual bank dedicated to curating intelligent banking experience, announced that it had become Asia’s 1st purely-digital bank independent of traditional banking groups in major Asian markets to launch digital wealth advisory solution1 as its GoWealth Digital Wealth Advisory (GoWealth) rolled out to market today. Over the two-month trial period, the innovative solution......
XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint
Investment Services News

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint

Fintech News Desk
by Fintech News Desk0
XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, today announced it has completed its merger with Samson Wealth Management Group, a wealth management practice in Fort Washington, Pennsylvania. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape The deal, which took......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions
Investment Services News

GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions

Fintech News Desk
by Fintech News Desk0
Bloomberg announced that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise. The suite provides GAM with the ability to seamlessly manage market risk exposure and liquidity and investment risk, notably with......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
True Wealth Ventures Raises $35 Million Fund II to Double Down on the Thesis that Women-Led Companies Outperform
Fintech Funding News

True Wealth Ventures Raises $35 Million Fund II to Double Down on the Thesis that Women-Led Companies Outperform

Fintech News Desk
by Fintech News Desk0
 Austin-based seed-stage venture capital firm invests in companies improving human and environmental health with at least one woman on the founding or executive team More than 75% of capital raised by True Wealth Ventures across Fund I & Fund II is backed by 80% female LPs True Wealth Ventures is......
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