Search Results for: Wealth Management industry

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Santander Acquires Technology Assets From Wirecard, Accelerating the Expansion of Its Merchant Payment Business, Getnet
Banking Fintech News

Santander Bank Announces Key Executive Appointments

Fintech News Desk
by Fintech News Desk0
New Heads of Small Business Banking, Consumer Lending and new Chief Marketing Officer bring deep experience to accelerate the Bank’s transformation Santander Bank, N.A. announced the appointment of three key executives: Patrick Smith has been named Head of Small Business Banking, Giancarlo Marchesi has been named Head of Consumer Lending,......
FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution
Fintech News

FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

Fintech News Desk
by Fintech News Desk0
The Proprietary Platform Enables Customizable Access to Annuities for Any Enterprise or Partner FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access......
Morgan Stanley to Acquire Eaton Vance
Business Fintech Investment Services News

Morgan Stanley to Acquire Eaton Vance

Fintech News Desk
by Fintech News Desk0
Creates a Leading Asset Manager Positioned for Growth Advances Morgan Stanley’s Strategic Transformation Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) have entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance, a leading provider of advanced investment strategies and wealth management solutions with over......
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
Fintech News

Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms

Fintech News Desk
by Fintech News Desk0
Previously known as AccountingTax.com, the company has rebranded to bring all of its products and services under one all-encompassing new name Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its new brand. Formerly AccountingTax.com, the company has rebranded to bring all......
Business Fintech News

DMALINK® Appoints Michael Idzkowski as Sales Director EMEA

Fintech News Desk
by Fintech News Desk0
The Board of Directors of DMALINK, today announced the appointment of Michael Idzkowski as Sales Director (EMEA), effective immediately.  Michael Idzkowski rose through the ranks at ADSS London and joins DMALINK as part of the global expansion strategy. Read More: ACI Worldwide and GOLDPoint Systems Partner to Deliver Integrated Bill Payments for Consumer Lending Organizations......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Fintech News

UBS Hires Three Financial Advisors in Los Angeles and Orange County

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County, and Carl Nelson will be based in downtown Los Angeles. Cumulatively, the advisors manage more than $400 million in client assets. Read......
AccessFintech Secures $20 Million in Series B Financing
Business Fintech News

AccessFintech Secures $20 Million in Series B Financing

Fintech News Desk
by Fintech News Desk0
Investment led by Dawn Capital, with additional funding from Deutsche Bank and follow on investing from J.P. Morgan, Citi, Goldman Sachs AccessFintech, the leading fintech company evolving the financial industry operating model through data and workflow collaboration, is pleased to announce the successful completion of its Series B round of......
GlobalFintechSeries Interview with Pratik Adani, CTO at Samco Securities Limited
Blockchain Cryptocurrency Fintech Fintech Startups Interviews

Global Fintech Interview with Pratik Adani, CTO at Samco Securities Limited

Paroma Sen
by Paroma Sen0
Sales and Marketing Is Transforming Everyday, Catch these Interesting Podcasts where Leaders from Leading SaaS companies like Outreach, DemandBase, PipeDrive and more share their observations;...
Business Fintech Fintech Funding InsurTech Investment Services News

Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide Endpoint Cyber Risk And Compliance Software; Completes Roll Out To Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Entreda’s Cybersecurity Compliance Platform, Together with Smarsh’s Information Archive Platform, help to Keep Ameritas Data Safe Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management and insurance industries, today announced that it has finalized an agreement with Ameritas Investment Company, LLC (AIC), an independent Broker/Dealer......
1