Search Results for: Asset Management

HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management
Banking News

HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management

Fintech News Desk
by Fintech News Desk0
HCL Technologies (HCL), a leading global technology company, has expanded its global partnership with Avaloq, a leading provider of digital banking solutions. HCL will now develop a world-class lifecycle management center for Avaloq clients and invest in ongoing training and development for HCL teams working with Avaloq products. These investments......
BNP Paribas Leasing Solutions Partners With Ritchie Bros. Asset Solutions to Optimize Its International Asset Valuation Strategy
Finance News

BNP Paribas Leasing Solutions Partners With Ritchie Bros. Asset Solutions to Optimize Its International Asset Valuation Strategy

Fintech News Desk
by Fintech News Desk0
BNP Paribas Leasing Solutions, a European leader in equipment financing that managed more than €35.7 billion worth of assets in 2021, has selected Ritchie Bros. Asset Solutions and its suite of remarketing tools to optimize its asset valuation and management workflows. “It is key for us to be able to......
Relation Insurance Services Acquires the Assets of Ernie Yarborough Insurance Agency
InsurTech News

Relation Insurance Services Acquires the Assets of Ernie Yarborough Insurance Agency

Fintech News Desk
by Fintech News Desk0
Transaction adds to Relation’s presence in South Carolina Relation Insurance Services, one of the largest and fastest-growing national insurance agencies, announced it acquired the assets of South Carolina-based Ernie Yarborough Insurance Agency (“Yarborough”). Yarborough was previously part of Nationwide Mutual Insurance Company’s (“Nationwide”) exclusive distribution model. Terms of the transaction......
Prisma Campaigns and Bankjoy Partner to Power Up Digital Channels as a Marketing Asset for Credit Unions
Banking News

Prisma Campaigns and Bankjoy Partner to Power Up Digital Channels as a Marketing Asset for Credit Unions

Fintech News Desk
by Fintech News Desk0
New integration enables credit unions and community banks to push targeted marketing offers through their mobile and online banking channels and more Prisma Campaigns, a marketing automation platform specifically designed for financial institutions, has announced a new partnership with Bankjoy, a leading end-to-end digital service ecosystem for credit unions and community......
Peter Isern Joins the Insigneo Network to Form IM Wealth Management
Investment Services News

Peter Isern Joins the Insigneo Network to Form IM Wealth Management

Fintech News Desk
by Fintech News Desk0
The ex-UBS advisor joined the Insigneo network of independent investment professionals and is partnering with Gonzalo Milian to expand their reach Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami. Mr. Isern will partner......
Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio
Cryptocurrency News

Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio

Fintech News Desk
by Fintech News Desk0
Houston based Freedom Day Solutions already made headlines with its revolutionary retirement planning strategies and Freedom Day Dividend ETF (MBOX). Now, Freedom Day Solutions is announcing the launch of FDCA, the first privately managed Crypto Asset Portfolio. The first portfolio of its kind, and actively managed in-house, FDCA brings the......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
QPRC Launches Digital IP Advisors Focused on Emerging Digital IP Asset Class
Digital Asset Management News Property

QPRC Launches Digital IP Advisors Focused on Emerging Digital IP Asset Class

Fintech News Desk
by Fintech News Desk0
Quest’s digital advisory service established in response to exponential growth of NFT and other digital assets, creating unprecedented demand for solutions to complex IP issues in nascent environment Quest Patent Research Corporation an intellectual property asset management company, announced the launch of Digital IP Advisors Inc., an intellectual property advisory......
Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform
Cryptocurrency Investment Services News

Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
The investment will drive Unifimoney’s product development and operations, extending support of alternative assets including cryptocurrency and blockchain based services Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a $10m Seed round. Unifimoney’s platform offers a comprehensive digital wealth management platform with trading of over......
1