Search Results for: wealth management technology

GreenHill Announces Acquisition by Leaders in the Investment Management Industry
Fintech Investment Services News

GreenHill Announces Acquisition by Leaders in the Investment Management Industry

Fintech News Desk
by Fintech News Desk0
GreenHill, a leading investment reporting provider in wealth management, has announced new leadership as the organization looks to expand its strategic solutions across wealth management clients. The new leadership team is composed of Bill McFadden, Jack Curran and Harry Cubit, who have all worked in the trust and investment management arena for over two......
Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors
Business Fintech News

Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, announced that Doug Trott, former CEO and Board Chairman of PriceMetrix, has been elected to Skience’s board of directors. Mr. Trott brings to the Skience board more than 35 years of executive experience in the financial services industry, as well as......
Top US investment consultant selected Diligend solution to automate and digitize investment managers operational due diligence
Fintech Investment Services News

Top Sovereign Wealth Fund Selected Diligend Solution to Digitize and Automate Fund Due Diligence

Fintech News Desk
by Fintech News Desk0
Diligend, a leading provider of investment management software, has been selected by one of the biggest sovereign wealth funds (SWFs) in the world to digitize and automate fund Due Diligence across the traditional, hedge, and private equity asset classes. Read More: U.S. Banking Challenger Envel Raises $2.7M Seed to launch......
PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f
Business Fintech News

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f

Fintech News Desk
by Fintech News Desk0
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Read......
KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond--A White Paper
Fintech News

KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond–A White Paper

Fintech News Desk
by Fintech News Desk0
KnowLedger, a fast-growing accounting technology company, has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today’s volatile economy. This special, 20-page report examines how recent events and market trends—as well as demographic, social, and technology shifts—are creating new......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners' Global Advisory Council
Fintech Investment Services News

Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners’ Global Advisory Council

Fintech News Desk
by Fintech News Desk0
Nellie Levchin & Sim Tshabalala join Motive Partners’ Global Advisory Council to further deepen the firm’s industry expertise, network and origination capabilities Motive Partners, a specialist private equity firm focused on software and information services companies that serve the financial services industry, announces its formal partnership with Nellie Levchin and Sim Tshabalala as new......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents
Artificial Intelligence Banking Fintech Fintech Startups News

Fintech Startup, Flaist, Launches New Technology that Gives Banking and Financial Institutions AI Customer Service Agents

Fintech News Desk
by Fintech News Desk0
Fintech startup, Flaist, announces the launch of a new conversational AI tool – called EVA – that helps credit unions, community, and regional banks with personalized customer service. The fintech startup, Flaist, has announced the launch of a new conversational AI tool – called EVA – that helps credit unions,......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
by Fintech News Desk0
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
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