Search Results for: Wealth management

SEI Launches Enhancements to Advisor Technology Suite
Digital Finance News Technology

SEI Launches Enhancements to Advisor Technology Suite

PR Newswire
by PR Newswire0
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients SEI announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI Connect that enables advisors to provide clients a full picture of their financial lives. According to Cerulli Associates’ “State of Wealth Management......
Arro Launches on All App Store Platforms and Announces Strategic Partnership with Dovly
Fintech Startups Machine Learning News

Arro Launches on All App Store Platforms and Announces Strategic Partnership with Dovly

PR Newswire
by PR Newswire0
Arro, the pioneering fintech startup reshaping the consumer credit landscape, is excited to announce its official launch on major app store platforms, making its innovative credit card solution accessible to the public. To mark this milestone, Arro is also proud to unveil a strategic partnership with Dovly, a formidable leader......
Featured Fintech Recommended

Money 20/20- Fintech Event

Fintech Staff Writer
by Fintech Staff Writer0
Money20/20- A closer look No other program comes close to Money20/20 when it comes to discussing the future of money. Each year, hundreds of experts in the fields of financial technology, payments, and services convene at the Money20/20 conferences conducted in Asia, Europe, and the United States. The Money20/20 conference......
Josh Warren Named Chief Financial Officer of Envestnet
Investment Services News

Josh Warren Named Chief Financial Officer of Envestnet

PR Newswire
by PR Newswire0
Succeeds Pete D’Arrigo Who Will Assist During Transition Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of......
Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption
Artificial Intelligence News

Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption

PR Newswire
by PR Newswire0
Bain & Company announced a partnership with Microsoft which will enable Bain’s client businesses to build and deploy new artificial intelligence (AI) applications across their operations faster, more effectively, and at scale. The partnership combines Bain’s multi-disciplinary expertise in strategic business advice, machine learning, application engineering, and Microsoft’s Azure OpenAI service to......
Opus Partners with Checkmarx to Deliver Enhanced Application Security
Digital Payments News

Opus Partners with Checkmarx to Deliver Enhanced Application Security

PR Newswire
by PR Newswire0
Global payment solutions provider, Opus Technologies announced a strategic partnership with Checkmarx to deliver cutting-edge application security to its clients Opus, a global leader in payment technology solutions, has concluded a strategic partnership with Checkmarx, an industry leader in providing application security testing. This dynamic collaboration underscores Opus’s unwavering commitment......
Coinigy Enhanced "Boards" Feature For Crypto Trading Analysis and Visualization
Cryptocurrency News Trading

Coinigy Enhanced “Boards” Feature For Crypto Trading Analysis and Visualization

PR Newswire
by PR Newswire0
Industry-leading trading platform introduces a powerful tool for creating customizable market views and sharing insights Coinigy, the leading provider of crypto trading platforms, is excited to announce the launch of its new and improved “Boards” feature which allows traders to craft tailored perspectives of cryptocurrency markets. This allows for detailed cryptocurrency insights including comprehensive overviews of......
Onfido Featured as a Market Leader in Liminal's Link Index Report for Account Opening in Financial Services
Compliance management Finance News

Onfido Featured as a Market Leader in Liminal’s Link Index Report for Account Opening in Financial Services

PR Newswire
by PR Newswire0
Onfido, the global automated identity verification provider, has been recognized as a market leader in Liminal’s highly anticipated Link Index Report for Account Opening in Financial Services. The Link Index analyzed over 150 companies claiming to solve Account Opening (AO) in Financial Services and found that only 32 total vendors (21% of......
New Study Reveals Cloud Giants are Holding Businesses Captive
Cloud News Technology

New Study Reveals Cloud Giants are Holding Businesses Captive

Fintech News Desk
by Fintech News Desk0
Independent study finds that 96% of respondents would find value in a connectivity cloud approach Cloudflare, Inc., the leading connectivity cloud company, released a commissioned study conducted by Forrester Consulting that underscores companies’ growing need to connect everything in their business, while maintaining control over their security, productivity, and competitive......
EJF Capital Raises Approximately $104 Million for EJF Ventures Fund
Fintech News

EJF Capital Raises Approximately $104 Million for EJF Ventures Fund

Business Wire
by Business Wire0
EJF Capital LLC (“EJF”), a global alternative asset management firm, announced the successful closing of EJF Ventures Fund LP (“EJF Ventures” or the “Fund”) with approximately $104 million in capital commitments. The Fund received support from both new and existing EJF investors. Latest Fintech Interview : Global Fintech Interview with......
1