Search Results for: financial broker platform

Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence
Investment Services News Security

Waton Securities International Launches AI-IRO, Ushering in a New Era for Investor Relations Management with Artificial Intelligence

PR Newswire
by PR Newswire0
Waton Securities International Limited (Waton Securities), a leading licensed broker in Hong Kong and a pioneering SaaS service provider, officially launched its latest product, the AI Investor Relations Officer (AI-IRO), at the 10th Investor Relations Awards organized by the Hong Kong Investor Relations Association (HKIRA). Designed to meet the distinct......
Futu Announces Uplift of Type 1 License to Include Virtual Asset Dealing Service
Investment Services News

Futu Announces Uplift of Type 1 License to Include Virtual Asset Dealing Service

GlobeNewswire
by GlobeNewswire0
Futu Holdings Limited (“Futu” or the “Company”) (Nasdaq: FUTU), a leading tech-driven online brokerage and wealth management platform, today announced that its wholly-owned subsidiary, Futu Securities International (Hong Kong) Limited (“Futu Securities”), has upgraded its Type 1 license to include virtual asset dealing service by Hong Kong Securities and Futures......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
Fintech360 Partners with FUGU to Elevate Fintech Security Measures
Fintech News Security

Fintech360 Partners with FUGU to Elevate Fintech Security Measures

GlobeNewswire
by GlobeNewswire0
With Digital Fraud on the Rise, Top Fintech Providers Step Up to Ensure Client Security Recently, Fintech360 announced its cooperation with FUGU and launched innovative solutions for fintech security. In recent years, fintech has revolutionized the way users manage their finances. From instant digital payments and online banking to cryptocurrency......
Roz Smith Named Chief Operating Officer of Broadridge International
Fintech News

Roz Smith Named Chief Operating Officer of Broadridge International

PR Newswire
by PR Newswire0
Global Fintech leader Broadridge Financial Solutions, is pleased to announce the appointment of Roz Smith as Chief Operating Officer of Broadridge International, effective May 1, 2024. Smith, who is based in London, will work closely with Mike Sleightholme, President of Broadridge International, to further scale and grow Broadridge internationally and deliver an unparalleled customer service experience in......
Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
Finance Fintech News

Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale

PR Newswire
by PR Newswire0
Billing identified as key to wealth management firm growth Partnership to boost offerings that deploy best-in-class wealth technology Vestmark, Inc., a leading provider of wealth management software and services, and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management......
Cavelo and DataStream Insurance Announce Business Alliance to Simplify MSP Cyber Insurance Questionnaire Process
InsurTech News

Cavelo and DataStream Insurance Announce Business Alliance to Simplify MSP Cyber Insurance Questionnaire Process

EIN Presswire
by EIN Presswire0
Access to Enriched Cyber Risk Insights Help MSPs Unlock Lower Cyber Insurance Premiums Attack surface management technology provider Cavelo Inc. and DataStream Insurance, an award-winning cyber broker, announced a business alliance to help Managed Service Providers (MSPs) manage cyber risk, simplify cyber insurance processes and access lower cyber insurance premiums. As organizations face......
YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech
Artificial Intelligence Finance Fintech News

YourStake Announces Collaboration with Apex Fintech Solutions Inc to Deliver The Building Blocks For The New Paradigm Of AI-First Fintech

Business Wire
by Business Wire0
New ‘Document-to-Portfolio’ Statement Extraction Technology Enables Frictionless Investing Experiences and Instant Portfolio Insights. YourStake, a leading provider of AI-powered solutions for the wealth management industry, today announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation......
DriveWealth Announces New Executive Hires Across Product and Operations Teams
Finance Fintech News

DriveWealth Announces New Executive Hires Across Product and Operations Teams

Business Wire
by Business Wire0
Former Morgan Stanley leaders Kyla Murphy and Lauren Veisz bring specialized expertise and deep industry experience to the DriveWealth team DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, announced today the hiring of two new executives: Kyla Murphy, as Chief Product Officer and Lauren Veisz as Head of Operations. In......
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