Search Results for: Wealth Management industry

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
Finance Fintech Investments News Trading

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform

Business Wire
by Business Wire0
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the additions of four industry veterans to its already robust technology team. The strategic new......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
Vantage Bank Partners with Cable to Anticipate and Meet Evolving Compliance and Risk Management Regulations in Embedded Banking
Finance Fintech News

Vantage Bank Partners with Cable to Anticipate and Meet Evolving Compliance and Risk Management Regulations in Embedded Banking

PR Newswire
by PR Newswire0
Cable and Vantage Bank have announced a strategic partnership to set new standards in compliance and risk management for embedded banking. By leveraging Cable’s cutting-edge platform, Vantage Bank aims to ensure full regulatory compliance and scalable growth in its fintech program. Cable, the leading risk management and effectiveness testing platform......
FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive
Finance Fintech News

FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive

EIN Presswire
by EIN Presswire0
FIntegrate Technology (FIntegrate), the industry leader in cutting-edge loan portfolio tracking and collection recovery software for financial institutions, announced the addition of Mike McKenna as Senior Sales Executive. This addition marks a significant step in the company’s ongoing efforts to expand its market presence, bolster its direct sales organization, and......
Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha
Fintech Investments News

Arcesium Unveils Opterra Investment Lifecycle Management Platform Empowering Investment Firms to Drive Operational Alpha

Business Wire
by Business Wire0
Arcesium launches next iteration of its operational platform allowing investment managers to unlock growth through optimized operations and accelerated data strategies Arcesium, a leading provider of investment lifecycle and data management technology for the global investment industry, today launches its next-generation operational platform, Opterra, designed to enable investment managers to......
Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools
Artificial Intelligence Fintech News

Morgan Stanley Wealth Management Announces Latest Game-Changing Addition to Suite of GenAI Tools

Business Wire
by Business Wire0
AI @ Morgan Stanley Debrief acts as notetaker, summarizer and first draft communication composer for client meetings, greatly enhancing efficiency and enabling scale for Advisors and their practices Morgan Stanley Wealth Management (MSWM) today announced the next innovation milestone in its AI @ Morgan Stanley suite of GenAI tools for......
B2Broker Releases Cutting-Edge Copy Trading Platform, Disrupting the Industry
B2B Finance Fintech News Trading

B2Broker Releases Cutting-Edge Copy Trading Platform, Disrupting the Industry

Business Wire
by Business Wire0
The Insight Partners report predicts that the copy trading market will grow from $2.2 billion to $4 billion by the end of this decade. This trend highlights a significant opportunity for brokers to adopt advanced copy trading platforms that fulfil trader expectations. Client feedback is central to B2Broker’s offerings. Consequently, the......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
by PR Newswire0
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
1