Search Results for: Wealth Management industry

Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
by Fintech News Desk0
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
by Michael Higgins1
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Business Fintech News

Kestra Financial Adds $1.4 Billion in New Recruitment Assets in First Quarter of 2020

Fintech News Desk
by Fintech News Desk0
Kestra Financial, Inc. (Kestra Financial), an industry-leading platform for independent financial professionals, announces its first quarter recruitment results. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software “In spite of all the challenges COVID-19 has presented, wealth management professionals trust that Kestra......
Coronavirus Highlights the Virtues of Crypto Alternatives
Cryptocurrency Fintech Guest Posts

Coronavirus Highlights the Virtues of Crypto Alternatives

David Waslen
by David Waslen0
What we’re experiencing globally with Coronavirus and economic chaos has accentuated our need for better financial tools and payment solutions. The cryptocurrency industry, now over ten years strong, has been building an infrastructure that could alleviate economic disparities and dysfunction. If we take a close look at some of the......
Venminder
InsurTech Investment Services News

SE2 Names Mark Schultis as CEO

Fintech News Desk
by Fintech News Desk0
Schultis to lead company’s client focused, technology-driven approach in serving the life and annuity markets SE2, an Eldridge business, and industry leader in life and annuities insurance technology, today named Chief Customer Officer, Mark Schultis, to CEO. Current Chief Executive, Gautam Thakkar, will remain on the SE2 Board of Directors......
Tegra118 Welcomes Tito Singh as Chief Revenue Officer
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
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