Search Results for: content management
Ground X Launches Digital Asset Wallet “Klip”
Ground X also plans to develop a native mobile application for Klip to address the global audience Ground X, the blockchain affiliate of South Korean Internet giant Kakao and developer of Klaytn, launched a blockchain-based digital asset wallet service called Klip. Available in KakaoTalk, a mobile messaging application used by......
Personal Capital Launches New Product Feature Recession Simulator
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
For RIAs, Digital Transformation is Key for Staying Competitive & Meeting Client Expectations Post-Pandemic: White Paper
Envestnet, has published a white paper, “RIA Digital Transformation: A Competitive Necessity in a Post-Pandemic Marketplace,” discussing industry sentiments and attitudes toward practice digitalization. The report, commissioned by Envestnet and drafted by Aite Group, discusses how end-to-end digital capabilities can help registered investment advisers (RIAs) effectively engage and service clients, and......
John Hancock Retirement Launches Onboarding Resource Center and Plan Manager Tools to Help Advisors Better Serve Plans and Participants Digitally
John Hancock Retirement announced the launch of two digital tools, Onboarding Resource Center (ORC) and Plan Manager, to help financial professionals better serve clients in the current digital environment in light of COVID-19. Both tools are designed to increase efficiency using a digital, systematic approach to plan management that facilitates......
Heritage Insurance Upgrades to Version 11 of Majesco Claims for P&C and Transitions to Majesco CloudInsurer on Microsoft Azure
Upgrade improves insurers’ scalability and security to support their large coastal customer base during hurricane season Majesco, a global leader of cloud insurance software, announced that Heritage completed its upgrade to version 11 on April 25, 2020 of Majesco Claims for P&C on the Majesco CloudInsurer platform which is on......
‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......