Search Results for: manage clients

APX Stream Partners with Seismic Allowing Managers to Streamline and Automate the Publication of Data
Investment Services News

APX Stream Partners with Seismic Allowing Managers to Streamline and Automate the Publication of Data

Fintech News Desk
by Fintech News Desk0
APX Stream, Inc., the industry-leading independent investment data management and distribution firm has announced a partnership with Seismic, the global leader in enablement, which will give asset managers a seamless pipeline for data submission and automated marketing collateral generation. APX Stream offers an economical solution automating connectivity to investment manager’s data......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Rbc and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data
Finance News

RBC and Envestnet Data and Analytics Announce Agreement to Provide Clients With Greater Control Over Their Financial Data

Fintech News Desk
by Fintech News Desk0
For the first time, more than 14 million RBC clients have direct connection to Envestnet | Yodlee’s 1,500+ apps and services RBC is pleased to announce a data access agreement with Envestnet | Yodlee, a leading data aggregation and analytics platform, to address the needs of an increasingly digital customer......
FTFT Asset Management Business Eligible to Manage Virtual Assets
Digital Payments News

FTFT Asset Management Business Eligible to Manage Virtual Assets

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. a blockchain application technology developer and fintech service provider, announced that Nice Talent Asset Management Limited its 90%-owned Hong Kong-based asset management company, has become eligible to manage virtual assets under certain conditions and the asset class is below 10% of gross asset value of its......
Commerce News

HotWax Commerce Selected by Steve Madden As Omnichannel Order Management System Solution

Fintech News Desk
by Fintech News Desk0
HotWax Commerce announced that Steve Madden LTD. a leading designer and marketer of fashion-forward footwear, accessories, and apparel for women, men, and children, has chosen HotWax Commerce Omnichannel Order Management Solution to facilitate omnichannel retailing strategies such as same-day Buy Online Pick-Up In Store (BOPIS), Ship From Store, and Pre-Orders.......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
Finance News

Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group

Fintech News Desk
by Fintech News Desk0
The agreement adds another Allworth office in the Southeastern U.S. With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America[1], has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adams Chetwood was supported and represented by Republic Capital Group of......
Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
by Fintech News Desk0
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
CI Global Asset Management Claims Compliance with the Global Investment Performance Standards
Investments News

CI Global Asset Management Claims Compliance with the Global Investment Performance Standards

Fintech News Desk
by Fintech News Desk0
CI Global Asset Management announced that it claims compliance with the Global Investment Performance Standards from CFA Institute. Latest Fintech News: DiscipleData, Inc. (DDI) Partners with VSoft to Offer Arya Digital Platform to Nonprofits “We are very proud to have completed the demanding process to claim compliance with the GIPS standards, the......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

Fintech Staff Writer
by Fintech Staff Writer0
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
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