Search Results for: Wealth management

Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Artificial Intelligence

Blockchange Launches Industry’s First Digital Asset Management Platform for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc., today announced the availability of BITRIA™ – the industry’s first turnkey digital asset management platform for registered investment advisors. The platform allows RIAs to diversify their clients’ portfolios into digital assets for improved returns and risk mitigation, using similar processes to those used for traditional assets today. Request......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Business Fintech News

Envestnet Welcomes WealthTech Veteran Dani Fava as Head of Strategic Development

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dani Fava has joined the firm as Head of Strategic Development. In her newly created role, Ms. Fava will work closely with business, product, and client-facing teams to identify, analyze, and prioritize transformative opportunities to expand and deliver on Envestnet’s strategic roadmap. Read More: Equifax Launches Innovative New Solutions......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
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AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios
Fintech Investment Services News

Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios

Fintech News Desk
by Fintech News Desk0
Nest Wealth, Canada’s leading independent digital wealth platform, is excited to announce that Forstrong Global Asset Management’s actively managed solutions are now available through the Nest Wealth Plus platform to clients referred by financial advisors. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart Fund,......
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Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Fintech Mobile Banking News

Radius Bank Launches Goals-Based Savings Platform Through Partnership with Harvest Savings & Wealth Technologies

Fintech News Desk
by Fintech News Desk0
Radius Bank, a forward-thinking digital bank, announced its deployment of Goalkeeper, an automated goals-based savings solution integrated within Radius Bank’s online and mobile banking channels. Goalkeeper is launched in partnership with leading fintech solution provider Harvest Savings & Wealth Technologies. Goalkeeper allows clients to set and automatically fund any financial goal,......
Nahdi Medical Company Transforms its Financial Management with Infor
Fintech News

Nahdi Medical Company Transforms its Financial Management with Infor

Fintech News Desk
by Fintech News Desk0
 Infor, a global leader in business cloud software specialized by industry, announced that Nahdi Medical Company, a Saudi Arabia-based pharmacy retail chain, has digitally transformed its financial management, payment systems, and financial planning with Infor Treasury Management. Read More: GlobalFintechSeries Interview with Erick Pinos, Ecosystem Lead at Ontology This solution allows vast......
Options Appoints Former Finastra Head of Sales To Management Team
Capital Markets Fintech Investment Services News

Options Appoints Former Finastra Head of Sales To Management Team

Fintech News Desk
by Fintech News Desk0
Options, the leading managed service and IT infrastructure provider to the global capital markets industry, announced the appointment of former Finastra Head of UK Hedge Funds and Overall Buy-side for the Nordics, Nick Palmer, to its management team. Nick joins Options as a Sales Director where he will be responsible......
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