Search Results for: Wealth Advisory

Finantix Adds Guillaume Namur and Fabien Guy to Swiss Leadership Team
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Finantix Adds Guillaume Namur and Fabien Guy to Swiss Leadership Team

Fintech News Desk
by Fintech News Desk0
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced two key appointments in Switzerland, further boosting the company’s growth in this key market and across Europe and building on the additions made to the Swiss team during 2020. Read More:  DeFi......
Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform
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Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

Fintech News Desk
by Fintech News Desk0
Dynasty Financial Partners and YCharts announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms. Read More: Century Business Solutions Partners with CloudFirst Solutions to Deliver Credit Card Processing within SAP Business......
Foreside Acquires ICSGroup
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Foreside Acquires Capital Markets Compliance

Fintech News Desk
by Fintech News Desk0
Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today announced that it plans to acquire Capital Markets Compliance (CMC), a leading compliance, consulting, and FINOP practice. Read More: BitGo Announces $16 Billion......
Credit Suisse Expands ESG Specialist Team With New Hires
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Credit Suisse Expands ESG Specialist Team With New Hires

Fintech News Desk
by Fintech News Desk0
Credit Suisse has made five new appointments to grow its Environmental, Social and Governance (ESG) strategy team, drive ESG integration across the bank and propel the bank’s ambition to be a leader in sustainability. Read More: GlobalFintechSeries Interview with Matt Clare, Chief Operating Officer, Global Processing Services (GPS) Michael van......
iCapital NetworkÒ Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors
Fintech Investment Services News

iCapital Network Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors

Fintech News Desk
by Fintech News Desk0
iCapital leverages AI Insight’s platform to offer independent advisors fund-specific research and credentialing  iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education......
Foreside Unveils Solution for Breakaway RIAs
Fintech News Risk Management

Foreside Unveils Solution for Breakaway RIAs

Fintech News Desk
by Fintech News Desk0
Comprehensive platform helps mitigate liabilities and risk for successful transition Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today introduced a comprehensive solution for individuals and groups who are seeking to......
NorthRow Appoints Adam Holden CEO
Fintech Investment Services News

NorthRow Appoints Adam Holden CEO

Fintech News Desk
by Fintech News Desk0
NorthRow, the leading SaaS compliance solution for regulated businesses, announces the appointment of Adam Holden as Chief Executive Officer. Adam will oversee the firm’s upward growth trajectory, replacing Adrian Black who retired from the business in December 2020. Adam joined NorthRow in 2018 as the Chief Financial Officer and has......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
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FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
SWBC Selects Finicity Pay™ for Account Validation
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SWBC Selects Finicity Pay™ for Account Validation

Fintech News Desk
by Fintech News Desk0
    Finicity Pay creates secure payments ecosystem; meets 2021 Nacha requirements     for ACH transactions, increased anti-fraud controls Finicity, a Mastercard company and leading provider of open banking solutions, and SWBC, an international financial services company, announced that SWBC will utilize Finicity Pay™ for instant account verification of online......
Morningstar-ships-market-monitoring-platform
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Morningstar Ships Market Monitoring Platform

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
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