Search Results for: Asset Management

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Bectran Partners With NCS Credit to Deliver Credit Teams an Integrated UCC Filing Solution for Asset-Backed Credit Quality Monitoring
Fintech News

Bectran Partners With NCS Credit to Deliver Credit Teams an Integrated UCC Filing Solution for Asset-Backed Credit Quality Monitoring

Fintech News Desk
Credit, Collections & Accounts Receivable Software leader Bectran, Inc. has partnered with NCS Credit to release the industry-leading UCC (Uniform Commercial Code) Filing solution. This solution eliminates the time spent initiating the UCC filing process through the direct transmission of UCC filing data in digital format to NCS Credit from the Bectran......
DigitalBridge to Acquire AMP Capital’s Global Infrastructure Equity Investment Management Business
Investment Services News

DigitalBridge to Acquire AMP Capital’s Global Infrastructure Equity Investment Management Business

Fintech News Desk
Acquisition to Enhance DigitalBridge’s Capabilities in Complementary Mid-Market Segment DigitalBridge Group, Inc. announced that an affiliate, DigitalBridge Investments, LLC, has agreed to acquire AMP Capital’s global infrastructure equity investment management business, part of its Collimate Capital subsidiary, in a transaction valued at $328 million*, comprising upfront payments for the management......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance Fintech News

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform

Fintech News Desk
OneVest, an embedded wealth management platform serving fintechs, digital banks and financial institutions, announced that it has secured $5M in venture financing to expand the team, grow sales and drive product development. “Our mission is to make investing more accessible to everyone, and available anytime, anywhere and through any channel.”......
SEI's Collective Investment Trust Business Surpasses $200 Billion In Net Assets
Investment Services News

SEI’s Collective Investment Trust Business Surpasses $200 Billion In Net Assets

Fintech News Desk
Growth Reinforces Value of SEI’s Comprehensive CIT Trustee Services and Turnkey Operational Platform SEI, a leading global provider of technology and investment solutions, announced that its collective investment trust (CIT) business has eclipsed over $200 billion in net assets as of April 1, 2022, representing a 117% increase year over year. Through SEI Trust......
Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments
Finance Investments News

Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments

Fintech News Desk
AMCAP Group has a globally synchronized intelligent financial management service mechanism AMCAP, a well-known wealth management institution, has made frequent new moves. Recently, it once again announced to the market the introduction of intelligent loss reduction and gain scheme, which gained wide attention. China’s wealth management market has become the......
Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom
Finance News

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom

Fintech News Desk
At Fiat Wealth Management, they work every day to help clients achieve their financial goals and create a roadmap to success. And for many people, that begins with developing an effective budget. Budgeting is one of the most important ways to gain financial freedom and live the life you truly desire.......
Hedonova Invests in the Alternative Asset Fund, ALTS 1
Investment Services News

Hedonova Invests in the Alternative Asset Fund, ALTS 1

Fintech News Desk
The new partnership will give investors access to many diverse asset classes Hedonova, an alternative assets hedge fund, has invested $3 million in the ALTS 1 Fund, the latest fund from the alternative investment management firm, Alts. The new partnership provides Hedonova’s investors with access to the ALTS 1 fund’s ten asset classes, which......
Avetta Partners With NEXT Insurance to Provide Small Businesses in the Supply Chain With Affordable Coverage
News Risk Management

Avetta One Platform Certified as Coupa Business Spend Management Ready

Fintech News Desk
Avetta One is now available in the Coupa App Marketplace, extending Coupa’s platform, allowing Coupa customers to view supplier compliance status in real time, helping companies manage operational, reputational and regulatory compliance risks Avetta, the leading provider of supply chain risk management (SCRM) software, announced it will offer Avetta Supply Chain......
Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans
Cryptocurrency Digital News

Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans

Fintech News Desk
Annual TD Wealth survey explores challenges and opportunities within estate planning in 2022 According to TD Wealth’s fourth annual estate planning survey, digital tools and assets could be adding another level of complexity to the planning process. This year’s survey found that more than two-thirds (69%) of estate and financial planners are......
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