Search Results for: Wealth Management

Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management
Banking Fintech InsurTech News

Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management

Fintech News Desk
by Fintech News Desk0
Leverage No-Code Platform to accelerate launch of custom-built applications without software coding in real-time across insurance, banking and wealth management sectors Tech Mahindra Ltd. a leading provider of digital transformation, consulting and business reengineering services and solutions, with Innoveo, a Zurich based leading technology software provider, announced that the enterprises will......
Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards
Fintech News Risk Management

Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that Charles River Investment Management Solution (Charles River IMS) has been awarded “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes the top companies, products and technologies in global financial technology markets. The 2020 FinTech Breakthrough Awards showcase market......
Finantix Acquires InCube, a Swiss AI and Data Science Company Dedicated to Wealth Management and Insurance
Artificial Intelligence Banking Investment Services Lifestyle News

Finantix Acquires InCube, a Swiss AI and Data Science Company Dedicated to Wealth Management and Insurance

Fintech News Desk
by Fintech News Desk0
Finantix, a leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced the execution of a binding agreement for the acquisition of InCube Group AG. The Zürich-based firm boasts an interdisciplinary team of Artificial Intelligence (AI) specialists, quant and software engineers and finance experts......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
by Fintech News Desk0
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
iFlip Launches Unprecedented Mobile AI Wealth Management Experience
Artificial Intelligence News Trading

iFlip Launches Unprecedented Mobile AI Wealth Management Experience

Fintech News Desk
by Fintech News Desk0
iFlip, a leading algorithmic intelligence (AI) wealth manager, is proud to announce the launch of its stock trading app. The app will give retail investors unprecedented access to algorithmic investing portfolios with a transparent pricing structure. iFlip’s mobile app was created to level the playing field for individual investors.  Read......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
by Fintech News Desk0
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps
Banking News

AllocateRite’s AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies are now available to iOS and Android mobile devices via our mobile app. AllocateRite’s AI-powered......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform
Banking Fintech News

Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform

Fintech News Desk
by Fintech News Desk0
GigaSpaces, the provider of InsightEdge, the fastest in-memory real-time analytics processing platform, announced that Avanza Bank AB, Sweden’s fully digital bank, has won the Banking Technology Award for Best Use of IT in Private Banking/Wealth Management. The 20th annual Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide,......
Phoenix Finance wins the Asian Banker’s “Digital Wealth Management Service of the Year in China” Award
Banking News

Phoenix Finance wins the Asian Banker’s “Digital Wealth Management Service of the Year in China” Award

Fintech News Desk
by Fintech News Desk0
The Wealth and Society Summit 2019 hosted by the Asian Banker was held in Shanghai on December 6th. Chairman of the Asian Banker Mr. Emmanuel Daniel, managing director of Rockefeller Capital Management Mr. Guy Dietrich, professor of Shanghai Advanced Institute of Finance Mr. Wu Fei and other experts and academics attended this summit. Phoenix Finance is a......
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