Search Results for: Wealth Management industry

Opus Nebula Appoints Jonathan Clark as Non-Executive Director
Fintech Investment Services News

Opus Nebula Appoints Jonathan Clark as Non-Executive Director

Fintech News Desk
by Fintech News Desk0
Opus Nebula is pleased to announce that Jonathan Clark has joined the Board of Directors as a Non-Executive Director. Jonathan Clark comments: “I’m extremely excited to join Opus Nebula at this stage in its history, having closely watched the firm grow from start-up to become one of the leading providers of client and......
Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues
Featured Fintech

Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues

Fintech News Desk
by Fintech News Desk0
Investopedia has defined RegTech as, “a blend word of ‘regulatory technology’ that was created to address regulatory challenges in financial services through innovative technology. RegTech consists of a group of companies that use cloud computing technology through software-as-a-service (SaaS) to help businesses comply with regulations efficiently and less expensively” Simply......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
Pintec Joins Hands With International Technology Giants to Set up Innovation Center for the Adoption of Robotic Process Automation in Financial Market
Fintech News

Pintec Joins Hands With International Technology Giants to Set up Innovation Center for the Adoption of Robotic Process Automation in Financial Market

Fintech News Desk
by Fintech News Desk0
Pintec Technology Holdings Ltd, a leading independent fintech solutions provider, announced the establishment of an Innovation Center in Shanghai to promote the adoption of Robotic Process Automation (RPA) in financial institutions. Pintec will cooperate with several RPA giants such as Automation Anywhere and Blue Prism to help financial institutions drive digital transformation with......
Staley Credit Union Delivers on 24/7 Automated Support With Engaging, Personalized Solution From SilverCloud
Fintech News

Staley Credit Union Delivers on 24/7 Automated Support With Engaging, Personalized Solution From SilverCloud

Fintech News Desk
by Fintech News Desk0
After a quick implementation, credit union now delivers better support, better member experience SilverCloud, the only support solution built exclusively for the financial services industry, announced that Decatur, Illinois-based Staley Credit Union successfully launched the company’s automated Consumer Support platform, providing its members a more intuitive, engaging self-service support experience.......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0
Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
by Fintech News Desk0
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
1