Search Results for: wealth manager

Basware Adds Tools for Power Users in Accounts Payable Release to Improve Usability for Non-AP Staff
Fintech News

Basware Adds Tools for Power Users in Accounts Payable Release to Improve Usability for Non-AP Staff

Fintech News Desk
by Fintech News Desk0
Delivers Process Efficiencies for 100% User Adoption and 100% Spend Visibility The latest release to the Basware (Nasdaq: BAS1V) Accounts Payable (AP) Automation solution introduces a standalone set of features designed for a dedicated user role outside of the AP department: the power user. Power users process more invoices than business users......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
BOCHK Launches Brand New Design And Features for Mobile Banking
Banking Business Fintech Mobile Banking News

BOCHK Launches Brand New Design And Features for Mobile Banking

Fintech News Desk
by Fintech News Desk0
Delivering a new personalised wealth management experience Bank of China (Hong Kong) (“BOCHK”) introduces a new personalised Mobile Banking design and new features, enabling customers to prioritise “Manage”, “Invest” and “Spend” pages according to their needs. The new Mobile Banking also comes with brand new features such as “One-click Binding......
ApexDAO_-an-ethereum-based-dApp-for-decentralized-asset-management
Blockchain Business Fintech News

Apexdao, An Ethereum-based Dapp For Decentralized Asset Management

Fintech News Desk
by Fintech News Desk0
ApexDao, a decentralized asset management protocol based on the ethereum blockchain, has gone operational. The protocol enables DeFi investors to take complete control of their digital assets and at the same time exposing them to the best investment options available in the DeFi ecosystem. Decentralized finance (DeFi) has grown over......
Leading DeFi platform Level01 secures millions ahead of upcoming STO Listing
Fintech Investment Services News Trading

Leading DeFi platform Level01 secures millions ahead of upcoming STO Listing

Fintech News Desk
by Fintech News Desk0
Level01, a leading DeFi platform for AI-guided derivatives trading for financial, commodities and digital asset underlyings, has announced the launch of the private placement subscription offer for its upcoming STO (Security Token Offering) Public Listing in Asia scheduled at the end of this year. Read More: Solovis Launches New Risk......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
Business Fintech News

First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
by Fintech News Desk0
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
FNZ TO ACQUIRE SILICA FROM NINETY ONE
Fintech News

FNZ TO ACQUIRE SILICA FROM NINETY ONE

Fintech News Desk
by Fintech News Desk0
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market. FNZ, a leading global wealth management platform with over €700 billion in assets under administration, has agreed to acquire South African third-party administration firm Silica from Ninety One. Read More: Tribe......
Banking Business Fintech News

REYL & Cie named “Best Private Banking Boutique in Europe”

Fintech News Desk
by Fintech News Desk0
REYL & Cie is proud to have been awarded the title of “Best Private Banking Boutique in Europe“, announced today in London by Professional Wealth Management (PWM). This award recognises the Bank’s excellence in commercial strategy and client service across the region. Read More: Worldline Welcomes Ingenico, Creating a New World-Class Leader in Payment Services......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Business Fintech Investment Services News

Barings Names Mike Freno Chairman And Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Barings, one of the world’s leading investment managers, today announced the appointment of Mike Freno as Chairman and Chief Executive Officer, Barings LLC, effective immediately. Mike is currently President, a role he assumed in February of this year. He is a member of Barings’ Senior Leadership Team, Barings Board of Directors and Chairman of......
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