Search Results for: wealth manager

FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading
Fintech News Trading

FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading

Business Wire
by Business Wire0
FIS has launched its Digital Trading Storefront, a scalable online platform that brings easy access and hyper-personalized experiences to digital trading across a wide variety of asset classes and markets. New solution gives clients the ability to reimagine their digital presence for the money at work phase of the money......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Artificial Intelligence Digital Payments Finance Fintech Interviews

Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts

Paroma Sen
by Paroma Sen0
Jeff Marsden, Chief Product Officer at PureFacts chats about AI in fintech and how it’s enabling better investment cycles in today’s financial ecosystem in this catch-up with Global Fintech Series: ___________   Tell us about yourself and your role at PureFacts. We’d also love to hear about your time in......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Finance Fintech News

NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform

PR Newswire
by PR Newswire0
Company’s expanded focus will increase access to financial planning tools and resources at unprecedented scale, empowering millions of Americans to build financial confidence on their own or with their trusted advisors Boldin (formerly NewRetirement), a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced its new company name,......
Raistone Surpasses $10 Billion in Business Financing
Finance News

Raistone Surpasses $10 Billion in Business Financing

PR Newswire
by PR Newswire0
New research from Raistone reveals how embedded finance fuels business growth. Raistone, the world’s largest business-to-business embedded finance provider, announced it has crossed $10 billion in financing, reflecting the pivotal role the leading fintech has played in helping companies gain access to their money, on their terms. The milestone follows six......
Canoe Intelligence Raises $36 Million Series C Funding Led by Goldman Sachs to Further Market Expansion
Fintech Fintech Funding News

Canoe Intelligence Raises $36 Million Series C Funding Led by Goldman Sachs to Further Market Expansion

Business Wire
by Business Wire0
Funds will fuel the company’s strategic initiatives, global growth, and advancement of its AI-driven financial technology platform for alternative investors Canoe Intelligence (“Canoe”), the financial technology company powering smarter alts management, today announced the completion of its Series C financing round of $36 million, led by Growth Equity at Goldman......
Roz Smith Named Chief Operating Officer of Broadridge International
Fintech News

Roz Smith Named Chief Operating Officer of Broadridge International

PR Newswire
by PR Newswire0
Global Fintech leader Broadridge Financial Solutions, is pleased to announce the appointment of Roz Smith as Chief Operating Officer of Broadridge International, effective May 1, 2024. Smith, who is based in London, will work closely with Mike Sleightholme, President of Broadridge International, to further scale and grow Broadridge internationally and deliver an unparalleled customer service experience in......
Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution
Fintech Investment Services News

Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution

Business Wire
by Business Wire0
Pantheon and iCapital will leverage iCapital’s innovative technology and structuring capabilities to bring Pantheon’s high conviction private equity investments to a wider range of global investors Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia Pantheon, a leading specialist global private......
Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services
Artificial Intelligence Fintech News

Omdia Reveals Virtual Assistants as Leading AI Use Case Driving Software Revenue in Financial Services

PR Newswire
by PR Newswire0
The proliferation of artificial intelligence (AI) has afforded banks a multitude of benefits through its automation capabilities, such as efficiency gains, cost savings, and a boost for product innovation and development. According to new research from Omdia, the foremost AI use case in terms of software revenue is virtual assistants, which are projected to generate......
Toggle AI Acquires Atom Finance
Finance News

Toggle AI Acquires Atom Finance

Business Wire
by Business Wire0
The acquisition marks a strategic move to enhance its intelligent investing platform with comprehensive financial analysis tools Toggle AI, a leading provider of innovative artificial intelligence solutions for investing used by hedge funds and leading Wall Street banks and brokerages announced they are acquiring Atom Finance, a leading financial data......
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