Search Results for: Wealth Advisory

Ethic, A Wealth Bank Partners with Small Business Strong Through Launch of Personalized Financial Education Tool
Banking Business Fintech Investment Services News

Ethic, A Wealth Bank Partners with Small Business Strong Through Launch of Personalized Financial Education Tool

Fintech News Desk
by Fintech News Desk0
Boston-based financial institution supports new, local non-profit organization with mission to help women and minority small business owners mitigate COVID-19 economic landscape. Ethic, A Wealth Bank announced its partnership with Small Business Strong to respond to the urgent needs of minority and women small business owners who are navigating the economic......
everyoneINVESTED_-The-Wealth-Tech-Spin-off-Of-KBC-Asset-Management_-To-Partner-Objectway-In-Providing-Innovative-Digital-Investment-Applications
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everyoneINVESTED, The Wealth Tech Spin-off Of KBC Asset Management, To Partner Objectway In Providing Innovative Digital Investment Applications

Fintech News Desk
by Fintech News Desk0
 everyoneINVESTED and Objectway – a leading international player in Digital Wealth & Asset Management software – have entered into a partnership agreement that will enable them to leverage their ambition of providing professional asset managers and financial institutions with access to everyoneINVESTED’s innovative digital investment technology. The first solution that......
Fintech Investment Services News

Wealthcare Announces Integration with SS&C’s Black Diamond Wealth Platform

Fintech News Desk
by Fintech News Desk0
New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced a new integration with SS&C’s Black Diamond® Wealth Platform. Through this integration, Black Diamond clients will......
WealthVP Digitizes The Private Investment Marketplace Through SAAS Platform
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WealthVP Digitizes The Private Investment Marketplace Through SAAS Platform

Fintech News Desk
by Fintech News Desk0
WealthVP is a Catalyst for Investment Opportunities, Virtually Matching Qualified Private Companies Seeking Capital with Purpose-Driven Family Office Investors WealthVP, a new Phoenix-based fintech company, announced its beta launch today. The brainchild of entrepreneur Leif Hartwig, WealthVP acts as a catalyst for investment opportunities, virtually matching qualified private companies seeking......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
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SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
by Fintech News Desk0
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software
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Class Limited Selects BillingPlatform to Automate and Modernize Billing Processes for Leading Wealth Accounting Software

Fintech News Desk
by Fintech News Desk0
Highly configurable, cloud-based platform supports Class’s diverse subscription and consumption business models and integrates with its Salesforce and NetSuite systems BillingPlatform, the leading global cloud-based monetization and billing solution provider, today announced it has signed a multi-year agreement with Class Limited, a leader in cloud-based wealth accounting solutions for accountants, administrators......
Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
by Fintech News Desk0
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
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Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. has been selected by The Wealth Engineering Family of Companies (WE) as the preferred Digital Asset Management Platform for their network of over 2,100 wealth advisory firms. Read More: River Valley Community Bank Selects NCR to Transform Digital Banking Experience for Consumers and Businesses “We are excited to include Blockchange as an exclusive......
Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners' Global Advisory Council
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Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners’ Global Advisory Council

Fintech News Desk
by Fintech News Desk0
Nellie Levchin & Sim Tshabalala join Motive Partners’ Global Advisory Council to further deepen the firm’s industry expertise, network and origination capabilities Motive Partners, a specialist private equity firm focused on software and information services companies that serve the financial services industry, announces its formal partnership with Nellie Levchin and Sim Tshabalala as new......
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