Search Results for: asset and wealth management

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry's First Modular Platform to Unify Multiple Functions
Fintech Investment Services News

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry’s First Modular Platform to Unify Multiple Functions

PR Newswire
by PR Newswire0
Transforming risk management and improving operational efficiency, Broadridge is integrating several complex asset servicing functions into a single, streamlined solution To redefine the financial industry’s conventional approach to asset servicing (the range of administrative and operational functions that support the management and maintenance of investment assets), global Fintech leader Broadridge Financial......
Globant Acquires Blankfactor to Strengthen Its Payments, Banking, and Capital Markets Practice in the US
Banking Finance Fintech News

Globant Acquires Blankfactor to Strengthen Its Payments, Banking, and Capital Markets Practice in the US

PR Newswire
by PR Newswire0
Blankfactor is a U.S.-headquartered product engineering firm specialized in Payments, Capital Markets, Wealth and Retirement, and Fintech in North America and the UK, with extensive experience in card issuing, merchant acquiring, and securities finance. Blankfactor has grown rapidly by leveraging highly specialized consultants coupled with deep vertical expertise in the financial services sector.......
Fintech Platform Haven Launches Haven Wallet to Eliminate Loan Complexity and Strengthen Relationship between Mortgage Originators and Borrowers
Fintech News

Fintech Platform Haven Launches Haven Wallet to Eliminate Loan Complexity and Strengthen Relationship between Mortgage Originators and Borrowers

Business Wire
by Business Wire0
From origination to payoff, loan servicing and financial monitoring can be accessed via a single-login experience for increased control and visibility Haven, a fintech servicing technology platform, today introduced Haven Wallet, the latest addition to the company’s product suite that unlocks value for the mortgage industry and to date has......
Ownera and Adhara Partner to Provide Financial Institutions with Cross Market Access to Digital Cash and Collateral
Digital Payments Fintech News

Ownera and Adhara Partner to Provide Financial Institutions with Cross Market Access to Digital Cash and Collateral

EIN Presswire
by EIN Presswire0
The collaboration will give institutions a unified routing and orchestration solution to enable the digital exchange of cash and collateral across platforms Ownera, a leading provider of tokenization interoperability FinP2P routers, and Adhara, a leading provider of liquidity management, deposit token and international payments solutions, have announced a strategic partnership.......
Simpro and D-Tools Announce Strategic Global Partnership to Enhance Trade Service Tools and Operations
Finance Fintech News

Simpro and D-Tools Announce Strategic Global Partnership to Enhance Trade Service Tools and Operations

Business Wire
by Business Wire0
Simpro and D-Tools are pleased to announce a strategic partnership to enrich the landscape of trade service tools and operations. This collaboration marks a significant milestone in the industry, driven by a shared commitment to enhancing customer success through innovation and collaboration. The partnership between Simpro, the leading field service......
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,......
FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
Cloud Finance Fintech News

FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

PR Newswire
by PR Newswire0
The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM. FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a......
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......
Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.
Finance Fintech Lending News

Lendr.fi Appoints Leadership Team: Jimmy Wang, Head of Engineering, Interim CTO; Arun Subramanian, COO; and Al Leong, CMO.

PR Newswire
by PR Newswire0
Today, in a strategic move to strengthen its leadership team and drive innovation in the financial services sector, Lendr.fi is excited to announce the appointment of Jimmy Wang as Head of Engineering/Interim Chief Technology Officer (CTO), Arun Subramanian as Chief Operating Officer (COO), and Al Leong as Chief Marketing Officer (CMO). These key hires bring a......
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group
Artificial Intelligence Finance Fintech News

TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group

PR Newswire
by PR Newswire0
TIFIN India includes MyFI, an AI assistant to help individuals achieve better wealth outcomes, as well as TIFIN India Enterprise. Aditi Kothari Desai, vice-chair of the DSP group joins the TIFIN India Enterprise board. TIFIN, a leading AI and innovation platform for wealth, makes its international debut with the launch of......
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