Search Results for: Wealth management

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
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Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
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Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
Credit Card Companies’ Support for Small Businesses During COVID-19 Not Enough to Drive Customer Satisfaction, J.D. Power Finds
Business Fintech News

Wealth Management App Use Surges Among Investors But Satisfaction Lags, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management mobile apps have emerged as a go-to resource for investors during the COVID-19 pandemic, but despite substantial growth in app utilization, customer satisfaction lags other industries and firms have failed to leverage the potential of these digital tools to drive greater interaction with advisors. According to the J.D.......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Business Fintech Investment Services News

Bill.com Launches Tailored Offering For Wealth Management Firms To Help Deliver Bill Pay Services For High-Net-Worth Clients

Fintech News Desk
by Fintech News Desk0
Bill.com (NYSE: BILL), a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB) today announced a new offering for wealth management firms supporting high-net-worth clients. The solution enables firms to shift from a cumbersome and time-intensive approach to an......
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Frost Bank Goes Live On Fi-Tek’s Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond--A White Paper
Fintech News

KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond–A White Paper

Fintech News Desk
by Fintech News Desk0
KnowLedger, a fast-growing accounting technology company, has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today’s volatile economy. This special, 20-page report examines how recent events and market trends—as well as demographic, social, and technology shifts—are creating new......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
by Fintech News Desk0
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
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