Search Results for: wealth management technology

XP Inc. Announces Wealth Management Partnership
Banking Business Fintech News

XP Inc. Announces Wealth Management Partnership

Fintech News Desk
by Fintech News Desk0
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services
Fintech News Risk Management

Franklin Credit Management Corporation Signs Contract for Black Knight’s Full Suite of Servicing Solutions, Including the MSP Loan Servicing System

Fintech News Desk
by Fintech News Desk0
Implementation includes Servicing Digital, the Actionable Intelligence Platform and expanding its use of Black Knight’s Default Solutions — Franklin Credit Management Corporation signed a contract for Black Knight’s suite of servicing solutions including the industry-leading MSP servicing system — Franklin Credit will also implement Black Knight’s Servicing Digital and Actionable......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News Risk Management

RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group

Fintech News Desk
by Fintech News Desk0
RSA, a globally trusted partner for some of the world’s largest and most risk sensitive organizations, announced today that it has begun operating as an independent company. RSA is one of the largest pure-play cybersecurity and risk management organizations, delivering critical solutions for risk, security and fraud teams and hosting......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

SmartAsset’s Live Connections Recognized Among ‘Best Wealth Management Solution’

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, today announced that its Live Connections program has been recognized as a ‘Best Wealth Management Solution’ finalist at the 2020 Finovate Awards. The Finovate Awards recognize the best and brightest in the fintech......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Blockchain Fintech News

RocketFuel Blockchain Engages IR Specialists Force Wealth

Fintech News Desk
by Fintech News Desk0
RocketFuel Blockchain, Inc. (OTC: RKFL) (“RocketFuel” or the “Company”), a developer of blockchain-based check-out technologies for eCommerce and brick and mortar retailers, today announced it has engaged investor relations specialists, Force Wealth. Representing the world’s largest community of Ultra High Net Worth Individuals, Foundations, and Endowments, Force Wealth will be......
Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion
Fintech News

Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion

Fintech News Desk
by Fintech News Desk0
Financial executives at wealth management advisory Oita Chuo Pacific Management have said that Aveva Group Plc has agreed to acquire SoftBank-backed US tech rival OSIsoft, in a deal worth $5 billion and one of the largest acquisitions a UK tech company has ever made. Read More: Fannie Mae Promotes Jeffery Hayward to......
WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management
Business Fintech News

Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management

Fintech News Desk
by Fintech News Desk0
Fintech veterans to lead product and revenue growth strategy Yieldstreet, the digital wealth management platform, announced the addition of two senior finance and technology industry veterans to help lead the company’s revenue growth strategy. Mathew Keshav Lewis will serve as Chief Revenue Officer and General Manager of Investments, and Sylvain......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
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