Search Results for: Wealth management

FundCount Named Best Partnership Accounting System at the Private Asset Management 2021 Awards
Business Fintech News

FundCount Named Best Partnership Accounting System at the Private Asset Management 2021 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it won Best Partnership Accounting System for the second year in a row at the 2021 Private Asset Management Awards. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance, the World’s Largest......
National Education Association Member Benefits Announces NEA Smart Money Accounts, Powered by Investor Cash Management, Visa ®, and PIMCO
Banking Fintech News

National Education Association Member Benefits Announces NEA Smart Money Accounts, Powered by Investor Cash Management, Visa ®, and PIMCO

Fintech News Desk
by Fintech News Desk0
NEA Members now have access to a unique cash management account with the flexibility to save, invest, and spend NEA Member Benefits (NEA MB) announced today it is offering a new cash management account (CMA) in partnership with Investor Cash Management (ICM) that integrates saving, investing, and spending. The NEA......
Global Financial Firms Agree Automation, Remote Collaboration, Cloud, and Data Analytics are Biggest RegTech Priorities Following COVID-19 Pandemic
Banking Digital Fintech News

Aperture Launches Wealthtech Vendor Evaluation Software

Fintech News Desk
by Fintech News Desk0
aperture, the Swiss strategy consultancy, today launches its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry. The Market Map has been introduced to address the shortcomings of conventional vendor evaluations.......
Banking Capital Markets Fintech Investment Services News Risk Management

Quisitive Engages Adrian Martinez to Assist in the Development of LedgerPay’s Risk Management Program

Fintech News Desk
by Fintech News Desk0
Quisitive Technology Solutions Inc. , a premier Microsoft Solutions Provider, announced today that it has retained banking and financial technology (“fintech”) industries expert Adrian Martinez as an advisor to the development of Quisitive’s LedgerPay risk management program. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens Mr.......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Banking Fintech News

FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it earned top honors as “Best Client Accounting System” at the 2021 WealthBriefing Swiss Awards. This marks the fourth consecutive year that FundCount has won the accounting system award. Read More: Curioinvest Launches Capital Dex, the Decentralized......
Cowbell Cyber Launches Partner Program to Provide Policyholders With Closed-Loop Risk Management
Artificial Intelligence Banking News Risk Management

Cowbell Cyber Launches Partner Program to Provide Policyholders With Closed-Loop Risk Management

Fintech News Desk
by Fintech News Desk0
Cowbell Cyber, the industry’s first AI-powered cyber insurance provider for small to mid-sized businesses (SMBs), today announced Cowbell Connect, its partner program which arms policyholders with comprehensive, closed-looped risk management. Cowbell Connect combines a wealth of expertise and resources from a variety of partners to address one of today’s biggest......
Online Fundraising Platform BetterWorld Grew Over 7,000% in 2020, Making it One of the Fastest Growing Startups in the Country
Banking Fintech Investment Services News Risk Management

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform

Fintech News Desk
by Fintech News Desk0
Private Wealth Systems, a global financial technology company providing software and services to family offices, ultra-high net worth individuals, and asset managers, announced record client growth in 2020, adding over $100 billion in net new assets. Expansion was driven by the urgent need among those with complex investment portfolios to......
Built Raises $88 Million to Power the Future of Construction Finance
Banking Fintech Fintech Funding News

InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses to Create a Financial Technology Leader With a SaaS Global Wealth Solutions Platform Having Over $4 Trillion in Assets

Fintech News Desk
by Fintech News Desk0
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute......
Motive-Partners-_-Clearlake-Capital-Invest-for-Growth-in-Next-Generation-SaaS-Wealth-Solutions-Platform-with-InvestCloud
Banking Fintech Investment Services News

Motive Partners & Clearlake Capital Invest for Growth in Next Generation SaaS Wealth Solutions Platform with InvestCloud

Fintech News Desk
by Fintech News Desk0
Motive Partners (“Motive”), a specialist private equity firm focused on growth and buyout investments in enterprise financial services software companies, and Clearlake Capital Group, L.P. (“Clearlake”), a sector-focused investor that partners with world-class management teams by providing patient, long-term capital to dynamic businesses, today announced that they have acquired InvestCloud,......
RobustWealth-Enhances-Online-Financial-Planning-Experience
Business Fintech News Risk Management

RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
by Fintech News Desk0
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
1