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RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition
News Risk Management

Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition

Fintech News Desk
by Fintech News Desk0
Enable expands in Australia with acquisition of Profectus’ leading Rebate Deal Management (RDM) software platform; Profectus secures a stake in Enable while partnership facilitates global market entry Enable, the collaborative rebate management platform, has completed the acquisition of the Rebate Deal Management (RDM) arm of Profectus Group, a leading technology-driven services......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
DHLink Signs Service Agreement with UniUni to Optimize Logistics Management
Business E-commerce News

DHLink Signs Service Agreement with UniUni to Optimize Logistics Management

Fintech News Desk
by Fintech News Desk0
DHLink, the smart logistics arm of DHGATE Group (the leading B2B cross-border e-commerce marketplace in China), announced a service agreement with the leading Canadian logistics provider, UniUni. As part of the agreement, DHLink and UniUni will join forces to deliver expanded value to DHgate customers by managing their cross-border shipments with professional logistics management, last-mile delivery solutions, as......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
KBRA Analytics Releases The Bank Treasury Newsletter, the Bank Treasury Chart Deck, and Bank Talk
Analytics Banking News

KBRA Analytics Releases The Bank Treasury Newsletter, the Bank Treasury Chart Deck, and Bank Talk

Fintech News Desk
by Fintech News Desk0
KBRA Analytics releases this month’s edition of c, the Bank Treasury Chart Deck, and Bank Talk. This month’s newsletter, Bank Treasurers Get Off for Thanksgiving, discusses two challenges bank treasurers face regardless of how much higher the Federal Reserve will lead rates now that its target range for the fed......
MFS Investment Management Establishes Uruguay Office
Investment Services News

MFS Investment Management Establishes Uruguay Office

Fintech News Desk
by Fintech News Desk0
New Office Reaffirms Commitment to Latin America Overall and Southern Cone Region Global investment manager MFS Investment Management (MFS) is announcing the opening of a new office in Montevideo, Uruguay. The office is located in the Zonamerica free trade zone area, and will be home to the sales and support......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
by Fintech News Desk0
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
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