Search Results for: asset and wealth management

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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
Zennify Acquires Terazo, Doubling Down on AI and Data Engineering for Regulated Industries
Analytics Artificial Intelligence Fintech News

Zennify Acquires Terazo, Doubling Down on AI and Data Engineering for Regulated Industries

PR Newswire
by PR Newswire0
Terazo’s engineering capabilities meet Zennify’s industry expertise to address the growing demand for data and AI transformation Zennify, a data-first technology consultancy specializing in financial services, announced it has acquired Terazo, a leading digital engineering firm renowned for its AI, API, and application development capabilities. The acquisition brings together Zennify’s......
Amber Group Integrates Lukka Insights to Enhance Data Infrastructure and Strengthen Market Intelligence
Digital Asset Management Fintech News

Amber Group Integrates Lukka Insights to Enhance Data Infrastructure and Strengthen Market Intelligence

PR Newswire
by PR Newswire0
Amber Group, a leading global digital asset company,  announced a strategic partnership with Lukka, a premier provider of comprehensive data solutions for the crypto asset industry. Through this partnership, Amber Group has integrated Lukka Insights into its data infrastructure, providing clients with more precise and actionable intelligence across a diverse range......
Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers
Artificial Intelligence Finance Fintech News

Clearwater Analytics Announces Integration with Snowflake to Enable Data Collaboration and AI Capabilities for Asset Managers

Business Wire
by Business Wire0
Integration with Snowflake Will Enable Clients to Access Investment Data at Speed and Scale Clearwater Analytics, a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced a new integration with Snowflake, the AI Data Cloud company, to radically simplify how institutional asset managers and asset......
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
Cloud Digital Asset Management Finance Fintech News

FusionIQ Launches Industry’s First Digital Wealth Management Solution for Wallet Companies

PR Newswire
by PR Newswire0
New solution expands FusionIQ’s portfolio of easy-to-implement products, bridging the gap between payments and wealth management. FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of FIQ Wallet, the industry’s first digital wealth management platform designed specifically for digital wallet companies. This groundbreaking solution......
Atomic Partners with M1 to Enhance Direct Deposit Capabilities for Automated Investing and Saving
Fintech Investment Services News

Atomic Partners with M1 to Enhance Direct Deposit Capabilities for Automated Investing and Saving

Business Wire
by Business Wire0
Atomic, the leading provider of payroll connectivity solutions, is excited to announce its new partnership with M1 Finance, an innovative wealth management platform that enables consumers to earn, invest, spend and borrow with powerful automation. Atomic’s Deposit solution is now live within M1’s Invest and Earn products, providing users with an......
FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers
Digital Asset Management Finance Fintech News

FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers

PR Newswire
by PR Newswire0
FLX Diligence Center saves time with streamlined data collection and comparison capabilities. FLX Networks announced that it has teamed up with Dasseti to launch FLX Diligence Center, a cloud-based tech solution that streamlines and revolutionizes the due diligence data management process for both asset and wealth managers. FLX Diligence Center, Powered......
Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before
Banking Fintech News

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

PR Newswire
by PR Newswire0
New Modern, Intuitive and Intelligent Experience will Accelerate Delivery, Increase Adoption and Boost Operational Scale Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel......
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