Search Results for: asset and wealth management

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round
Cloud Finance Fintech News

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round

PR Newswire
by PR Newswire0
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful......
Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
by PR Newswire0
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
DeFi Technologies Completes Acquisition of Leading Digital Asset Liquidity Provider Stillman Digital
DeFi Finance Fintech News

DeFi Technologies Completes Acquisition of Leading Digital Asset Liquidity Provider Stillman Digital

PR Newswire
by PR Newswire0
Stillman Digital Acquisition: DeFi Technologies has successfully acquired Stillman Digital, a leading digital asset liquidity provider with over US$20 billion in trade volume since 2021, with US$5 billion of that occurring in Q2 2024 alone. Stillman Digital provides digital asset products and services in electronic trade execution, market making and OTC block trading. Strategic Growth: The acquisition......
FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading
Fintech News Trading

FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading

Business Wire
by Business Wire0
FIS has launched its Digital Trading Storefront, a scalable online platform that brings easy access and hyper-personalized experiences to digital trading across a wide variety of asset classes and markets. New solution gives clients the ability to reimagine their digital presence for the money at work phase of the money......
SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
Artificial Intelligence Finance

SS&C Bolsters Alternatives Data Aggregation for Wealth Managers

PR Newswire
by PR Newswire0
SS&C Technologies Holdings, Inc. today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers’ alternative investment data. Powered by proprietary technology, SS&C Accord leverages SS&C’s wealth management and alternative investment fund administration expertise to help advisors aggregate and process siloed data across......
Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market
Finance Fintech News Trading

Allvue and Octaura Join Forces to Amplify Trading in the Leveraged Loan Market

Business Wire
by Business Wire0
Customers Now Have Access to Unparalleled Liquidity Capabilities and Workflow Solutions Allvue Systems, LLC (“Allvue”) and Octaura LL Trading Co., LLC (“Octaura”) proudly announce a strategic, connected solution designed to transform the leveraged loan market. By connecting Allvue’s Trade Order Management System to Octaura’s Electronic Loan Trading platform, this integration......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
Finance Fintech News

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

PR Newswire
by PR Newswire0
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced the launch of DataXChange, a new data architecture that operates on Snowflake’s AI Data......
d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
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