Search Results for: Wealth management

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Fintech Investment Services News

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. has been selected by The Wealth Engineering Family of Companies (WE) as the preferred Digital Asset Management Platform for their network of over 2,100 wealth advisory firms. Read More: River Valley Community Bank Selects NCR to Transform Digital Banking Experience for Consumers and Businesses “We are excited to include Blockchange as an exclusive......
Top US investment consultant selected Diligend solution to automate and digitize investment managers operational due diligence
Fintech Investment Services News

Top Sovereign Wealth Fund Selected Diligend Solution to Digitize and Automate Fund Due Diligence

Fintech News Desk
by Fintech News Desk0
Diligend, a leading provider of investment management software, has been selected by one of the biggest sovereign wealth funds (SWFs) in the world to digitize and automate fund Due Diligence across the traditional, hedge, and private equity asset classes. Read More: U.S. Banking Challenger Envel Raises $2.7M Seed to launch......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services
Fintech News Risk Management

Franklin Credit Management Corporation Signs Contract for Black Knight’s Full Suite of Servicing Solutions, Including the MSP Loan Servicing System

Fintech News Desk
by Fintech News Desk0
Implementation includes Servicing Digital, the Actionable Intelligence Platform and expanding its use of Black Knight’s Default Solutions — Franklin Credit Management Corporation signed a contract for Black Knight’s suite of servicing solutions including the industry-leading MSP servicing system — Franklin Credit will also implement Black Knight’s Servicing Digital and Actionable......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

PNC Treasury Management Launches Business-to-Consumer Payment Capability

Fintech News Desk
by Fintech News Desk0
Push-to-debit card solution provides immediate payment option for businesses PNC Treasury Management today announced it has expanded its payment offerings by adding push-to-debit card capabilities, called Direct to Debit Card. This addition to PNC’s payment ecosystem provides businesses with the option to send consumers payments 24/7, 365 days a year......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Blockchain Fintech News

RocketFuel Blockchain Engages IR Specialists Force Wealth

Fintech News Desk
by Fintech News Desk0
RocketFuel Blockchain, Inc. (OTC: RKFL) (“RocketFuel” or the “Company”), a developer of blockchain-based check-out technologies for eCommerce and brick and mortar retailers, today announced it has engaged investor relations specialists, Force Wealth. Representing the world’s largest community of Ultra High Net Worth Individuals, Foundations, and Endowments, Force Wealth will be......
Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion
Fintech News

Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion

Fintech News Desk
by Fintech News Desk0
Financial executives at wealth management advisory Oita Chuo Pacific Management have said that Aveva Group Plc has agreed to acquire SoftBank-backed US tech rival OSIsoft, in a deal worth $5 billion and one of the largest acquisitions a UK tech company has ever made. Read More: Fannie Mae Promotes Jeffery Hayward to......
1