Search Results for: Wealth management

Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA
Fintech InsurTech News Risk Management

Equisoft’s Accelerate Series Connects Life Insurance and Wealth Executives With Industry Thought Leaders to Fast-Forward Their Digital Transformation in the New Normal

Fintech News Desk
by Fintech News Desk0
Global digital solutions provider Equisoft announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors. These live sessions will be presented from May 14 to September 10 (the full schedule is available here) and will......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Business Fintech InsurTech News

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System

Fintech News Desk
by Fintech News Desk0
Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders. Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together. Read......
Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis
Fintech News

Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Objectway, a leading software provider of wealth management digital solutions with customers in four continents, announced the offer of a licence-free period to any new subscription to its digital offering committed to in 2020. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal The......
Hightower's Nucleus Advisors Named to Barron's 2020 List of America's Top Private Wealth Teams
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Hightower’s Nucleus Advisors Named to Barron’s 2020 List of America’s Top Private Wealth Teams

Fintech News Desk
by Fintech News Desk0
Hightower’s Nucleus Advisors has been ranked #41 on Barron’s 2020 list of America’s Top Private Wealth Teams, the second-annual ranking of U.S.- based wealth advisory teams that specialize in serving individuals and families. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Led by Managing Partner......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
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Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Fintech News Desk
by Fintech News Desk0
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards
Fintech Investment Services News

FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards

Fintech News Desk
by Fintech News Desk0
Software meets family office needs for aggregated data and personalized client experience FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was named Best Consolidated Reporting solution in the 2020 Family Wealth Report awards. These highly regarded annual awards showcase ‘best of breed’ providers in......
Carver Edison Expands Senior Leadership Team
Fintech News

DriveWealth Forges First Partnership in Middle East and North Africa Region With UAE-Based Wealthface

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth,  a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing......
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