Search Results for: wealth management technology

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data
Investment Services News

Zephyr Unveils Customized Digital Dynamic Reporting using Portfolio Performance Data

PR Newswire
Dynamic performance reporting is the “wow factor” in presenting financial goals to clients versus a static page report or presentation Zephyr, a subsidiary of Informa plc, and a recognized leader in investment management and reporting software for financial advisors and wealth managers, unveiled enhanced performance reporting capabilities allowing Zephyr software subscribers......
EY Survey: AI Adoption Among Financial Services Leaders Universal, Amid Mixed Signals of Readiness
Fintech News

EY Survey: AI Adoption Among Financial Services Leaders Universal, Amid Mixed Signals of Readiness

PR Newswire
One in five are not confident that their organizations are well-positioned to take advantage of the potential benefits AI might bring Ernst & Young LLP (EY US) released its 2023 Financial Services GenAI Survey. Nearly all (99%) of the financial services leaders surveyed reported that their organizations were deploying artificial......
AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP Capital
Investment Services News

AI-Powered Alternative Investments Assistant Helix by HL Secures $6 Million Seed+ Funding Led by FINTOP Capital

PR Newswire
The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the private markets with more confidence Helix by HL, the innovative generative AI assistant revolutionizing private market investing, announced the successful completion of its Seed+ funding round with......
Spirit Blockchain Capital Secures Major Funding Round from EOS Network Ventures and Prominent Investors
Blockchain News

Spirit Blockchain Capital Secures Major Funding Round from EOS Network Ventures and Prominent Investors

GlobeNewswire
Spirit Blockchain Capital (“SBC”) is thrilled to announce the successful closure of its latest funding round, marked by a substantial investment from EOS Network Ventures (“ENV”), the venture capital arm of the 3rd generation enterprise-grade blockchain protocol (the “Offering”). The round also saw participation from other major funding partners, cementing......
Compass UOL Offers Financial Institutions New Gen AI Solutions With AWS Financial Services Competency
Finance News

Compass UOL Offers Financial Institutions New Gen AI Solutions With AWS Financial Services Competency

PR Newswire
Helps deliver faster evolution of payments, banking and capital markets, real time operations, and digital banking Digital services company Compass UOL announced it achieved the AWS Financial Services Competency and is offering its Gen AI tools to financial services institutions (FSIs) to speed up the evolution of their business on the cloud.......
Exploring $BLC: The Revolutionary Token Powering the Sastanaqqam Ecosystem
Blockchain News

Introduction to the Sastanaqqam Ecosystem: $BLC

GlobeNewswire
 What is BLC and what does it solve? The $BLC token, as described in the introduction to the Sastanaqqam ecosystem, serves as a native utility and governance tool. It is integral to the ecosystem, facilitating transactions across various platforms. Sastanaqqam is designed to bring together decentralization, digitization, and entertainment within......
Bite Investment Launches New Feature for Asset Managers
Investment Services News

Bite Investment Launches New Feature for Asset Managers

Fintech News Desk
Bite Stream enables alternative asset managers to engage with wealth managers directly, surpassing multiple financial functions, and eliminating additional costs for platforms to reach their audience.  By Global FinTech Series News Desk  Bite Investment, a global financial technology firm launched a new wealth management feature on its Bite Stream platform......
Zorion Announces Launch of Innovative Mobile App for Pre-IPO Investments
Fintech Investment Services News

Zorion Announces Launch of Innovative Mobile App for Pre-IPO Investments

PR Newswire
Get ready for a game-changer in Asia’s investment landscape! Zorion’s upcoming mobile app is poised to transform pre-IPO investing, bringing you closer to tech giants and the next big unicorns. With our unique portfolio opportunities and an accessible entry point, Zorion merges impressive returns with savvy risk management strategies. Keen to learn......
Leo Ventures Launches 10 Million Venture Capital Fund to Finance Tech Startups
Finance News

Leo Ventures Launches 10 Million Venture Capital Fund to Finance Tech Startups

GlobeNewswire
Leo Ventures emerges as a powerhouse in tech investments, setting the stage for a new era of innovation with a 10 Million fund Singapore-based venture capital firm, Leo Ventures, emerges as a powerhouse in tech investments, setting the stage for a new era of innovation with a 10 Million fund. As......
GTCR to Acquire Cloudbreak Health
Fintech News

GTCR to Acquire Cloudbreak Health

PR Newswire
Leading video-focused language interpretation service provider to become independent company GTCR, a leading private equity firm, announced that it has signed a definitive agreement to acquire Cloudbreak Health, LLC (“Cloudbreak” or “the Company”), a leading provider of tech-enabled, healthcare-focused language interpretation services, in a corporate carve-out transaction from UpHealth,. Under the......
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