Search Results for: wealth manager

Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps
Fintech News

Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps

PR Newswire
by PR Newswire0
Mobile Assistant, the financial services industry’s leading transcription service, has announced numerous updates. The company has announced it is building an Open API for its integration partners, additional tools to support enterprise advisory teams, and unveiled a completely new company brand to support its enhanced mission. Latest Fintech Interview: Global......
Trading Technologies Launches TT FX, Appoints Tomo Tokuyama as Leader
Capital Markets News Trading

Trading Technologies Launches TT FX, Appoints Tomo Tokuyama as Leader

PR Newswire
by PR Newswire0
First phase of launch to provide connectivity to major ECNs for spot FX trading on TT platform Trading Technologies International, Inc. (TT), a global capital markets technology platform provider, announced that the firm has established a new foreign exchange (FX) business unit, TT FX, and appointed industry veteran Tomo Tokuyama to lead......
Lenders Cooperative Grows Executive Team With Additions of New Head of Client Success, Managing Director
Banking News

Lenders Cooperative Grows Executive Team With Additions of New Head of Client Success, Managing Director

Business Wire
by Business Wire0
Lenders Cooperative, a client-owned cooperative that represents a community of forward-thinking banking institutions, announced that it is growing its executive team with the addition of two new hires: Liz Flowers as the company’s new Head of Client Success, and Phil Maurer as Managing Director. Latest Fintech Interview: Global Fintech Interview......
Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience
Compliance management Fintech News

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience

PR Newswire
by PR Newswire0
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a......
Schwab Foundation Supports New ASU Financial Access and Research Lab
Finance News

Schwab Foundation Supports New ASU Financial Access and Research Lab

PR Newswire
by PR Newswire0
Schwab Advisor Services in partnership with the Charles Schwab Foundation is providing generous support in the launch of a new ASU W. P. Carey School of Business finance lab. The Charles Schwab Foundation Financial Access and Research (FAR) Lab will contribute to the W. P. Carey community through increased financial......
Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry
Mobile Banking News

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry

PR Newswire
by PR Newswire0
We are excited to announce a strategic partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities, to further streamline client interaction workflows for banks and financial institutions Moxo, the industry’s leading external project workflow solution, announced a partnership with SpeciTec, a Swiss software company specializing......
Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
by Business Wire0
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
Financial Literacy Group Releases the Game Changing Bank Like a Bank App on Google Play and the App Store
Banking News

Financial Literacy Group Releases the Game Changing Bank Like a Bank App on Google Play and the App Store

Fintech News Desk
by Fintech News Desk0
Financial Literacy Group, has released the long awaited, revolutionary Bank Like a Bank™ App for iPhone and Android users all over the United States “The app is based on a proprietary formula that calculates how much interest middle class Americans can cancel by paying mortgages and debt early, states Ron......
Paysend Appoints Industry Leader as CFO for the Americas
Digital Payments News

Paysend Appoints Industry Leader as CFO for the Americas

Fintech News Desk
by Fintech News Desk0
Appointment bolsters leadership team to advance Paysend’s commitment to the Americas Paysend, the global card-to-card transfer pioneer and global payments platform, has appointed ex Ernst & Young auditor and American Express executive, Yuri Biondo as Chief Financial Officer for the Group’s US business. Latest Fintech News: Software AG and Konsentus Sign......
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