Search Results for: wealth management technology

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
Fintech Investment Services News

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of......
Fearless Investing Summit Returns, Focuses on AUM Growth Education
Fintech Investment Services News

Fearless Investing Summit Returns, Focuses on AUM Growth Education

Business Wire
by Business Wire0
Top wealth management conference to share best-practices for marketing, client acquisition and client satisfaction Riskalyze, the industry-leading growth platform for wealth management firms, announced the return of its annual Fearless Investing Summit. Taking place at the JW Marriott Turnberry in Miami, FL from October 2-4, this year’s event will provide......
Intelliswift Appoints Sreejith Chandran as the Global Head for Banking, Finance and Insurance Services
Fintech News

Intelliswift Appoints Sreejith Chandran as the Global Head for Banking, Finance and Insurance Services

Business Wire
by Business Wire0
Intelliswift Software, a leading digital transformation and talent solutions provider, announced the appointment of Sreejith Chandran as the new Vice President of Client Services for their BFSI vertical. Sreejith brings over 18 years of experience in successfully leading BFSI growth and delivery at various multinational technology organizations. Latest Fintech Interview : Global Fintech Interview......
Data Connect for Marketing Empowers Omni-Channel Businesses to Use Payments Data
Commerce Finance News

Data Connect for Marketing Empowers Omni-Channel Businesses to Use Payments Data

PR Newswire
by PR Newswire0
Adyen’s latest product is already helping global fashion group AWWG (Pepe Jeans London, Hackett and Façonnable) improve its customer loyalty programs & Salesforce has built an integration to offer payments-enriched profiles to its customer base Adyen, the global financial technology platform of choice for leading businesses, announces the launch of......
Learning and Development Holds the Keys to Success in Decentralized Finance
DeFi Guest Posts

Learning and Development Holds the Keys to Success in Decentralized Finance

Hector Payne
by Hector Payne0
As Decentralized Finance (DeFi) plays an increasingly pivotal role in financial services – from transaction banking to wealth management – institutions must invest in bridging the emerging skill gap and help its professionals embrace opportunity. The rise of Decentralized Finance (DeFi) has been nothing short of meteoric. DeFi protocols and......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Finance News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits

Fintech News Desk
by Fintech News Desk0
eMoney’s clients now have access to MaxMyInterest via an advisor connection in the eMoney platform MaxMyInterest, the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that......
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment Services News

TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets

PR Newswire
by PR Newswire0
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets TIFIN, the AI platform for wealth, and leading global private markets investment manager Hamilton Lane announced the launch of a new AI-powered investment assistant that will combine Hamilton Lane’s......
Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps
Fintech News

Mobile Assistant Announces Open API Initiative to Power Effortless Meeting Note Syncing Between Fintech Apps

PR Newswire
by PR Newswire0
Mobile Assistant, the financial services industry’s leading transcription service, has announced numerous updates. The company has announced it is building an Open API for its integration partners, additional tools to support enterprise advisory teams, and unveiled a completely new company brand to support its enhanced mission. Latest Fintech Interview: Global......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Fintech News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates

PR Newswire
by PR Newswire0
 MaxMyInterest (“Max”), the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The connection enables financial advisors using eMoney and Max’s solution......
Visa and SAP Join Forces to Make Enterprise Payments More Efficient
B2B Digital Payments News

Visa and SAP Join Forces to Make Enterprise Payments More Efficient

Business Wire
by Business Wire0
Collaboration to embed Visa payments onto SAP’s ecosystem of solutions for enterprises to pay suppliers seamlessly, even if they do not accept card payments Visa announced it has entered into a collaboration with SAP to streamline and simplify business-to-business (B2B) payments for enterprises, from businesses small to big, to government agencies and non-profit organisations.......
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