Search Results for: Wealth management

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
by Business Wire0
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Cleveland Browns Enhance Fan Experiences and Streamline Stadium Operations via Clover Sport
Digital Payments News

Cleveland Browns Enhance Fan Experiences and Streamline Stadium Operations via Clover Sport

Business Wire
by Business Wire0
The 2023 football season kicks off with Cleveland Browns Stadium as one of seven of 30 NFL stadiums outfitted with Clover The Cleveland Browns have chosen Clover Sport from Fiserv, Inc., a leading global provider of payments and financial services technology, to enhance fan experiences and optimize food and beverage operations at Cleveland......
Finastra Accelerates Its Loan Document Strategy With Laserpro in the Cloud
Compliance management News

Finastra Accelerates Its Loan Document Strategy With LaserPro in the Cloud

PR Newswire
by PR Newswire0
The move streamlines loan document compliance management, bringing the power of the cloud to community-based financial institutions Finastra announced that LaserPro, its loan document preparation system used by more than 2,500 financial institutions, is now available in the cloud. This strategic launch of LaserPro in the cloud streamlines loan document compliance......
Union Bank of India launches Union Prerna 2.0 EmpowerHim
Banking News

Union Bank of India has Introduced New Metal Card & A Specially Designed Card for Women

Fintech News Desk
by Fintech News Desk0
Union Bank of India, a trusted name in the banking industry, reaffirms its dedication to providing personalized banking experiences. Recognizing the diversity in customer preferences and requirements for digital banking services, Union Bank of India is proud to introduce two new Debit Card variants designed to cater to specific segments......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
U.S Bank Names Shruti Patel Chief Product Officer For The Business Banking Segment
Banking News

U.S Bank Names Shruti Patel Chief Product Officer For The Business Banking Segment

Business Wire
by Business Wire0
Patel joins U.S. Bank from Shopify to drive forward the bank’s strategy to deliver an integrated banking, payments and software offering for small business clients Shruti Patel has joined U.S. Bank as chief product officer for the business banking segment. In this key leadership role within the Consumer and Business......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
U.S. Bank and Elavon Launch Next Gen talech Terminal for Small Businesses
Banking Investment Services News

U.S. Bank and Elavon Launch Next Gen talech Terminal for Small Businesses

Business Wire
by Business Wire0
Businesses who need a mobile-capable payment device will benefit from the Android-based point-of-sale system available anytime, anywhere Elavon, a wholly owned subsidiary of U.S. Bank, is launching the next generation of talech software to help small business owners more efficiently run their businesses without the large upfront investment often needed......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
1