Search Results for: wealth management technology

Abra Partners with Leonie Hill Capital to Increase Access to Crypto Lending and High Yield Markets
Business Cryptocurrency News

Abra Partners with Leonie Hill Capital to Increase Access to Crypto Lending and High Yield Markets

Fintech News Desk
by Fintech News Desk0
Abra allows Asian institutions and consumers to leverage crypto as a liquid, mainstream asset class, providing secure custody, crypto lending, buying, trading, borrowing and the ability to earn interest Abra, a leading wealth management platform with functionality for buying, selling, trading and earning interest on cryptocurrencies, announced a new partnership......
Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants
Fintech Investments News

Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced a strategic investment and collaboration with California-based vWise, Inc. to integrate technology, predictive analytics, behavioral finance insights and a personalized investment solution designed to improve retirement outcomes in Defined Contribution (DC) Plans. Franklin Templeton’s patent-pending proprietary Goals Optimization Engine (GOETM), combined with vWise’s Experience Platform, will use real-time......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
Avaloq’s Acquisition by NEC Successfully Completed
Fintech Mobile Banking News

Avaloq’s Acquisition by NEC Successfully Completed

Fintech News Desk
by Fintech News Desk0
Avaloq, a Swiss-based global leader in digital banking solutions and wealth management technology, and Japan-based NEC Corporation announced the closing of NEC’s acquisition of Avaloq. Each being a market leader in their own field, the combination of their shared vision, technological strengths, and global presence, will accelerate both companies’ long-term......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
Majority of banks and insurers struggle to maximize the value from their cloud investments
Cloud Finance Fintech Investments News

Majority of banks and insurers struggle to maximize the value from their cloud investments

GlobeNewswire
by GlobeNewswire0
Majority of banks and insurers struggle to maximize the value from their cloud investments Less than 40% of financial services executives say they are highly satisfied with their cloud outcomes Most banks and insurers adopt cloud solutions with the primary objective to drive operational efficiency (84%) Protecting customer data and......
AI Advancements Are Boosting Tech Investment in the Majority of Financial Services Firms, According to New Research From Seismic
Fintech Investment Services News

AI Advancements Are Boosting Tech Investment in the Majority of Financial Services Firms, According to New Research From Seismic

Business Wire
by Business Wire0
New data reveals AI will be indispensable in financial services over the next 5 years, as it helps to provide more personalised customer experiences A new study from Seismic, the global leader in enablement, has found that almost all (92%) financial services leaders plan to invest in new technologies, predicting a......
Zennify Acquires Terazo, Doubling Down on AI and Data Engineering for Regulated Industries
Analytics Artificial Intelligence Fintech News

Zennify Acquires Terazo, Doubling Down on AI and Data Engineering for Regulated Industries

PR Newswire
by PR Newswire0
Terazo’s engineering capabilities meet Zennify’s industry expertise to address the growing demand for data and AI transformation Zennify, a data-first technology consultancy specializing in financial services, announced it has acquired Terazo, a leading digital engineering firm renowned for its AI, API, and application development capabilities. The acquisition brings together Zennify’s......
Amber Group Integrates Lukka Insights to Enhance Data Infrastructure and Strengthen Market Intelligence
Digital Asset Management Fintech News

Amber Group Integrates Lukka Insights to Enhance Data Infrastructure and Strengthen Market Intelligence

PR Newswire
by PR Newswire0
Amber Group, a leading global digital asset company,  announced a strategic partnership with Lukka, a premier provider of comprehensive data solutions for the crypto asset industry. Through this partnership, Amber Group has integrated Lukka Insights into its data infrastructure, providing clients with more precise and actionable intelligence across a diverse range......
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