Search Results for: Wealth Advisory

CAIS-Expands-Board-of-Directors-with-Technology-Leadership
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CAIS Expands Board of Directors With Technology Leadership

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, today announced Ellen Levy and Neal Pawar have joined the company’s Board of Directors. The expanded Board of Directors brings deep industry expertise in technology and innovation, amplifying strengths of current board members and the CAIS leadership team. Read More: BitGo Announces $16 Billion in......
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Sionic Names Mark Humphries As Chairman

Fintech News Desk
by Fintech News Desk0
Specialist financial services consulting firm Sionic has today announced the appointment of Mark Humphries as its new Chairman. Mark takes up his role with immediate effect, succeeding Tony Solway, who stepped down at the end of 2020. Mark’s appointment marks an acceleration of Sionic’s strategic ambition to become the pre-eminent......
Coro Global Announces New Appointments to Board of Directors
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Gold Payment Fintech Coro Global Inc Appoints Founder David Dorr As CEO

Fintech News Desk
by Fintech News Desk0
Coro Global Inc. (OTCQB: CGLO), the fintech company behind the new payment app where gold can be used as money, announced today that it had appointed David Dorr as Director, President, and Chief Executive Officer of the Company. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with......
Covr-Financial-Technologies-and-The-Financial-Architects-Partners_-LLC-Launch-Digital-Partnership-for-Advanced-Insurance-Design-for-Financial-Institutions
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Covr Financial Technologies and The Financial Architects Partners, LLC Launch Digital Partnership for Advanced Insurance Design for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies (Covr) and The Financial Architect Partners, LLC (FinArch) announced today they have formed a partnership to bring a holistic, technology-driven solution to financial institutions for life insurance.  This new platform offers a single solution for financial institutions – including wealth planning groups, wirehouses, independent broker-dealers, banks, credit unions, RIA......
Ameritas Selects Docupace as Back Office Platform
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Ameritas Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Leading insurance and investments provider inks agreement to streamline operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
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RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions

Fintech News Desk
by Fintech News Desk0
Offering Ease & Efficiency to Advisors Looking for Tax Management Capabilities Leveraging 55ip’s Intelligent Automation. RiverFront Investment Group, a global asset manager and ETF strategist, announced today their partnership with 55ip, a financial technology company. The joint solution is intended to make it easier for advisors to transition clients into......
FundApps Wins Regulation Asia Award for Excellence
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FundApps Wins Regulation Asia Award for Excellence

Fintech News Desk
by Fintech News Desk0
Market-leading RegTech provider FundApps announced that its automated Compliance-as-a-Service Shareholding Disclosure solution has been named The Best Solution – Shareholding & Position Reporting in the Regulation Asia Awards for Excellence 2020. Read More: Payment Trends in 2021 to Look Out For! The virtual awards ceremony of these prestigious awards took place on Tuesday, December......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
RightCapital and Allianz Life Announce Partnership
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RightCapital Announces Integration Within LPL Financial’s ClientWorks Technology Platform

Fintech News Desk
by Fintech News Desk0
RightCapital, Inc. (RightCapital), the fastest-growing company in the financial planning software space, today announced integration with LPL Financial advisor technology platform, ClientWorks. The integration will provide advisors additional choice and a more streamlined experience to deliver financial planning services to their clients. Read More: Ondot’s Card Management Platform Now Offers Digital......
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