Search Results for: wealth manager

Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Fintech News Trading

DriveWealth Welcomes Minerva Tantoco to Lead Technology Innovation Strategy

Fintech News Desk
by Fintech News Desk0
DriveWealth, a leader in global digital trading technology, welcomes Minerva Tantoco to her new position as Chief Technology Officer at DriveWealth. In her new role, Tantoco will be responsible for developing and executing DriveWealth’s technology strategy and innovating on the company’s already industry-leading infrastructure to support the next generation of......
Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Business Fintech News Risk Management

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Fintech News Desk
by Fintech News Desk0
Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Fintech Investment Services News

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. has been selected by The Wealth Engineering Family of Companies (WE) as the preferred Digital Asset Management Platform for their network of over 2,100 wealth advisory firms. Read More: River Valley Community Bank Selects NCR to Transform Digital Banking Experience for Consumers and Businesses “We are excited to include Blockchange as an exclusive......
Top US investment consultant selected Diligend solution to automate and digitize investment managers operational due diligence
Fintech Investment Services News

Top Sovereign Wealth Fund Selected Diligend Solution to Digitize and Automate Fund Due Diligence

Fintech News Desk
by Fintech News Desk0
Diligend, a leading provider of investment management software, has been selected by one of the biggest sovereign wealth funds (SWFs) in the world to digitize and automate fund Due Diligence across the traditional, hedge, and private equity asset classes. Read More: U.S. Banking Challenger Envel Raises $2.7M Seed to launch......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
by Fintech News Desk0
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
Asset Management One Selects Virtu’s Triton EMS for Execution Management
Artificial Intelligence Fintech News Trading

Level01 & AGDelta launch the World’s 1st DeFi Platform With AI-Guided Derivatives Trading + Digital Wealth Network

Fintech News Desk
by Fintech News Desk0
Level01 Technologies & AGDelta have signed a new partnership to integrate their best of breed DeFi Platform and Digital Wealth Network to launch a new experience for AI-guided P2P derivatives trading in conventional and digital assets. Read More: Options Announces Expansion into Gemini Cryptocurrency Exchange AGDelta is the region’s leading......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Capital Markets Fintech News

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management (PWM) announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS. The team collectively manages over $3 billion in client assets. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium “We believe we have the strongest platform for......
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