Search Results for: manage clients

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain
Digital Fintech News

Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain

Fintech News Desk
by Fintech News Desk0
Citi has launched the first fully automated securities lending solution for wealth management firms they custody, in partnership with fintech firm Sharegain. “Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.” Through Citi’s solution, wealth......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio
Business News

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

Fintech News Desk
by Fintech News Desk0
The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati Rockefeller Capital Management announced the expansion of its Private Wealth Management platform with the addition of The Hambleton Fieler Group, the firm’s first Ohio-based private wealth team. The team is based in Cincinnati under Division Director Michael......
DepositLink Raises $3.5 Million Seed Round to Manage Growth and Expand its Payments Platform for Residential Real Estate
Digital Payments Mobile Banking News

DepositLink Raises $3.5 Million Seed Round to Manage Growth and Expand its Payments Platform for Residential Real Estate

Fintech News Desk
by Fintech News Desk0
DepositLink, the industry leader in electronic payments for residential real estate transactions, announced the close of its successful Series Seed financing. The $3.5 million raised from angel investors will bolster Deposit Link’s sales team, enhance technology, and boost infrastructure to accelerate marketplace adoption and the company’s development roadmap. DepositLink is a......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Colliers Expands Project Management Services in MENA
Finance Investment Services Investments News

Colliers Expands Project Management Services in MENA

Fintech News Desk
by Fintech News Desk0
Colliers Project Leaders delivers global expertise to government and private sector owners Colliers, a leading diversified professional services and investment management company, has strengthened its Middle East and North Africa (MENA) platform through the expansion of Colliers Project Leaders’ service to the region. The addition enhances Colliers’ existing capabilities by delivering project management and......
Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray
Digital Finance Machine Learning News

Linedata Launches First Integrated ESG Data Solution For Asset Managers With Market Leader Arabesque S-Ray

Fintech News Desk
by Fintech News Desk0
Ease of data access and integration enables ESG market entry Empowers new ESG offerings and ability to adapt to investor and regulatory demands Linedata, a global provider of credit and asset management technology, data and services, announced it is the first technology vendor to seamlessly integrate Environmental, Social, and Governance......
Greg Fink Joins Bellwether Asset Management To Lead New Business Development
Investments News

Greg Fink Joins Bellwether Asset Management To Lead New Business Development

Fintech News Desk
by Fintech News Desk0
Bellwether Asset Management, Inc. (“Bellwether”) announced that it has hired Greg Fink as Managing Director and Head of Business Development. In his new role, Mr. Fink will be responsible for expanding the Bellwether client base throughout the real estate industry and beyond as the company continues to evolve its customizable and......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
Finance InsurTech Investment Services Investments News

Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire
Business Fintech News

Canoe Expands EMEA Presence with New Clients, New Office and New Senior Hire

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicing firms and capital allocators, today announced it has expanded its EMEA presence with new clients, a new London office and the hire of Toby Bailey as Vice President of Sales,......
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