Search Results for: wealth management technology

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups
Fintech Funding Investment Services News

QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups

Fintech News Desk
by Fintech News Desk0
QUODD Financial Information Services (“QUODD”), a unit of Financeware, joins FinTech Sandbox as a Data Partner FinTech Sandbox announced that QUODD Financial Information Services (“QUODD”), a unit of Financeware and one of the  leading provider of financial market data and information analysis tools for the wealth management industry, has signed......
BNY Mellon Collaborates with Accenture
Fintech News

BNY Mellon Collaborates with Accenture

Fintech News Desk
by Fintech News Desk0
Combining Accenture’s data, AI, and platform engineering expertise with BNY Mellon’s comprehensive financial data and analytics services will help accelerate the introduction of new services across private markets and wealth management technology, as well as support expansion into new markets. BNY Mellon, the global financial services company, is collaborating with......
Inbenta Secures $40 Million in Funding Led by Tritium Partners
Artificial Intelligence News

Inbenta Secures $40 Million in Funding Led by Tritium Partners

Fintech News Desk
by Fintech News Desk0
Inbenta, a conversational AI platform designed to optimize customer experience, announced its closing of a $40M investment led by Tritium Partners. The investment will fund future product innovation and expansion into new markets. Inbenta automates customer interactions with intelligent conversational AI. Requiring virtually zero data training and achieving a 90% correct......
The Easy Company Unveils the First Social Wallet for Web3
Fintech Funding News

The Easy Company Unveils the First Social Wallet for Web3

Fintech News Desk
by Fintech News Desk0
“Easy” launches to make Web3 more accessible and safe; Lobby Capital leads company’s $14.2 million seed funding round The Easy Company officially launched Easy, the world’s first social wallet. Designed with full cross-chain functionality, Easy combines beautiful, user-curated profiles with engaging social discovery features to help users navigate and discover the vibrant world......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
Broadridge and IntraFi Partner to Offer Securities-Based Lending
Lending News

Broadridge and IntraFi Partner to Offer Securities-Based Lending

Fintech News Desk
by Fintech News Desk0
Partnership provides IntraFi’s 3,000 network members access to Broadridge’s best-in-class SBL technology and participation in its Wealth Lending Network Amid an increased demand for wealth lending generally and securities-based lending (SBL) specifically, global Fintech leader, Broadridge Financial Solutions, Inc. announced a partnership with IntraFi to offer a streamlined securities-based lending service for......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Vanguard Completes Acquisition Of Just Invest
Analytics Fintech News

Vanguard Completes Acquisition Of Just Invest

Fintech News Desk
by Fintech News Desk0
Vanguard announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest’s offerings, including direct indexing platform Kaleidoscope™, provide financial advisors with technology solutions that cater to their clients’ unique financial needs. The acquisition adds direct indexing, or personalized indexing, capabilities to......
1