Search Results for: wealth management technology

Huobi Wallet Launches H-Earn, Making Digital Wealth Management Safe and Secure
Cryptocurrency News

Huobi Wallet Launches H-Earn, Making Digital Wealth Management Safe and Secure

Fintech News Desk
by Fintech News Desk0
Huobi Wallet, the professional, multi-chain light wallet of the Huobi ecosystem, announced the launch of H-Earn. H-Earn is a new crypto-asset management tool that provides users with greater digital asset investment options and ensures digital wealth management remains safe and secure. Latest Fintech Insights: Ratul Ghosh From Uber, Joins DealShare as......
DriveWealth Partners with Hisa Technologies to Expand Access to Investing and Financial Literacy in Kenya
Fintech Investment Services News

DriveWealth Partners with Hisa Technologies to Expand Access to Investing and Financial Literacy in Kenya

Fintech News Desk
by Fintech News Desk0
Partnership empowers the Kenyan population to invest in fractional shares of U.S. equities for the first time –DriveWealth, LLC, a pioneer in fractional investing and embedded finance, today announced a partnership with Hisa Technologies, Africa’s first wealth management platform that makes investing social. Leveraging DriveWealth’s real-time fractional trading technology, Hisa users......
Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations
Fintech News Uncategorized

Goldman Sachs and AWS Collaborate to Create New Data Management and Analytics Solutions for Financial Services Organizations

Fintech News Desk
by Fintech News Desk0
Goldman Sachs Financial Cloud offering encompasses all the benefits of AWS’s public cloud, including industry-leading security, services, and proven global infrastructure coupled with 150 years of Goldman Sachs financial markets expertise Goldman Sachs (GS) announced the launch of Goldman Sachs Financial Cloud for Data with Amazon Web Services, Inc. (AWS),......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
by Fintech News Desk0
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
Harvest Builders Announces New $14MM Venture Capital Fund For Breakthrough Financial Technology
Fintech News Technology

Harvest Builders Announces New $14MM Venture Capital Fund For Breakthrough Financial Technology

Fintech News Desk
by Fintech News Desk0
Harvest Builders, a Calgary-based growth platform and venture studio, announced the addition of Harvest Venture Partners, an early stage venture capital firm investing in breakthrough financial technology businesses. Harvest Ventures’ inaugural fund is one of the largest sole General Partner funds in the world at $14MM (CDN), and is supported......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms
Fintech News

Fidelity Institutional Announces New Structured Investment Offering & Trading Capabilities for Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Fidelity Becomes First Clearing and Custody Firm to Provide Solution For Structured Investments Through Integration with SIMON Markets in Wealthscape Firm Introduces New Trading Capabilities Including Updates to Bond Beacon, Fractional Share Trading, Multi-Leg Options, and Security Swaps Across Accounts –Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology,......
Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer
Fintech News

Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Industry veteran with two decades of experience developing high performance real-time systems and trading platforms to lead Luma’s worldwide engineering teams Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce that Arun Kumar has joined the firm as Chief......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
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