Search Results for: Wealth management

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English
Fintech Investment Services News

Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English

Fintech News Desk
by Fintech News Desk0
Platform offers MENA investors passive direct indexing and factor investing platforms Portfolio management company Wealthface announced the launch of its robo-advice direct indexing platform for passive investors in the Middle East and North Africa (MENA) region. The company will operate out of its UAE offices in Abu Dhabi. Wealthface offers expert investment services through......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Zoe Financial Welcomes Charles Schwab Investment Management's Former President and CEO, Marie Chandoha to Advisory Committee
Banking Fintech News

Zoe Financial Welcomes Charles Schwab Investment Management’s Former President and CEO, Marie Chandoha to Advisory Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, today announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee Zoe Financial, Inc.  announced Marie Chandoha, Board Director of State Street and former CEO of Charles Schwab Investment Management,......
Broadridge Brings Together Wealth Business Under Michael Alexander
Banking News

Broadridge Brings Together Wealth Business Under Michael Alexander

Fintech News Desk
by Fintech News Desk2
Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index,  announced that Michael Alexander has been appointed President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business that will uniquely......
GPS Insight Acquires Field Management Software Provider ServiceBridge
Business Fintech News

GPS Insight Acquires Field Management Software Provider ServiceBridge

Fintech News Desk
by Fintech News Desk0
Fleet Software Leader Expands Its Portfolio With Advanced Field Service Solution GPS Insight, a leading provider of fleet software for organizations with vehicles, trailers and other mobile assets, announced the acquisition of Chicago-based ServiceBridge, a leading field service management software company for small businesses and franchises with tools that empower field......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
Nielsen Builds Out Management Teams With Two Strategic Hires
News Trading

Nielsen Builds Out Management Teams With Two Strategic Hires

Fintech News Desk
by Fintech News Desk6
David Rawlinson to Become CEO of Nielsen Global Connect Linda Zukauckas Is Named Chief Financial Officer For The Company  Nielsen Holdings plc announced two significant hires that support Nielsen’s plan to create two separate publicly traded companies later in the year. David Rawlinson, President of the Global Online Business at Grainger, will become......
More Than Half of UK Adults Will Head Into the New Year Saddled With a Personal Debt of up to £100,000, According to Research by money.co.uk
Banking Fintech News

Yiren Digital Announced Changes in Board Composition and Management Team

Fintech News Desk
by Fintech News Desk0
Yiren Digital Ltd. , a leading fintech company in China, announced changes to its board of directors (the “Board”) and management team. Mr. Jingsheng Huang, Yiren Digital’s current independent director, will become a senior advisor to CreditEase, the Company’s parent company and controlling shareholder, and jointly manage the new Impact Investment Fund for CreditEase Wealth......
1