Search Results for: wealth manager

AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Xero’s COVID-19 Reports Provide Unique Insights About Impact to Global Small Business
Business Fintech News

Xero Appoints Faye Pang As Canada Country Manager

Fintech News Desk
by Fintech News Desk0
Xero, the global small business platform, today announced Faye Pang as its new Canada Country Manager. In this role, Pang will oversee the planning and execution of Xero’s go-to-market strategy in Canada, help increase market share, and advance Xero’s position as a leading cloud accounting software provider. Read More: Mazooma Partners......
GlobalFintechSeries Interview with Kevin Hughes, Senior Product Manager, Aggregation Services, Digital Payment Solutions at Fiserv
Banking Fintech Interviews Risk Management

Global Fintech Interview with Kevin Hughes, Senior Product Manager, Aggregation Services at Fiserv

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase and More!  ...
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......
PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader
Artificial Intelligence Fintech InsurTech News

PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, has acquired Quartal Financial Solutions, Europe’s leading provider of fee billing and commission solutions for the financial and insurance industries. Read More: GlobalFintechSeries Interview with Marc Barrachin, Head of New Product Development, S&P Global Market Intelligence......
everyoneINVESTED_-The-Wealth-Tech-Spin-off-Of-KBC-Asset-Management_-To-Partner-Objectway-In-Providing-Innovative-Digital-Investment-Applications
Business Economy Fintech Investment Services News

everyoneINVESTED, The Wealth Tech Spin-off Of KBC Asset Management, To Partner Objectway In Providing Innovative Digital Investment Applications

Fintech News Desk
by Fintech News Desk0
 everyoneINVESTED and Objectway – a leading international player in Digital Wealth & Asset Management software – have entered into a partnership agreement that will enable them to leverage their ambition of providing professional asset managers and financial institutions with access to everyoneINVESTED’s innovative digital investment technology. The first solution that......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
Bloomberg FXGO adds Supplementary Cost Analysis Tool
Fintech News Risk Management

Vega Investment Managers Selects Bloomberg for Integrated Portfolio Analytics and Risk Management

Fintech News Desk
by Fintech News Desk0
VEGA Investment Managers, the wealth management specialist of Natixis and Groupe BPCE, the second largest banking group in France, has adopted Bloomberg PORT Enterprise, Bloomberg’s advanced Portfolio and Risk Analytics solution, which delivers market-leading risk and attribution models, and detailed portfolio analytics. Read More: Gateway Promotes Kelly Stewart to Vice President,......
ABN AMRO wins Best Overall European Private Bank in WealthBriefing Awards 2020
Banking Fintech News

ABN AMRO wins Best Overall European Private Bank in WealthBriefing Awards 2020

Fintech News Desk
by Fintech News Desk0
ABN AMRO was named Best Overall European Private Bank at the 8th Annual WealthBriefing European Awards. Additionally, ABN AMRO won the awards for Private Bank Customer Facing Digital Capabilities, Philanthropy Offering, and Estate Planning, as well as being a finalist in the categories Domestic Clients Team and Corporate Social Responsibility/Diversity.......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
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