Search Results for: financial services firms

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions
Finance News

Voyant Collaborates with Morningstar to Deliver Client-Centered Financial Planning Solutions

Fintech News Desk
by Fintech News Desk0
Voyant collaboration tools will help Morningstar Advisor Workstation subscribers deepen client relationships and provide best-in-class planning capabilities Voyant, Inc., announced a collaboration with Morningstar, giving Morningstar Advisor Workstation subscribers in Canada access to Voyant’s interactive financial planning tools that empower clients and advisors to work more collaboratively. “We help financial planners showcase......
Reltime’s Global WEB3 Financial Ecosystem Changes the Game of the USD 7.5 Trillion Forex Market
Cryptocurrency Finance News

Reltime’s Global WEB3 Financial Ecosystem Changes the Game of the USD 7.5 Trillion Forex Market

Fintech News Desk
by Fintech News Desk0
Reltime announces its successful launch of the first swap of digital fiat currencies within the world’s first Web3 financial ecosystem. This revolutionary new Reltime FX service is now being offered to current and future Reltime B2B2C partners. Initial fiat currencies that can be swapped are NOK, SEK, DKK, EUR, USD, JPY,......
Finastra Survey Shows US Financial Institutions Consider Open Banking Essential, With a New Focus On Shared Data
Banking Finance News

Finastra Survey Shows US Financial Institutions Consider Open Banking Essential, With a New Focus On Shared Data

Fintech News Desk
by Fintech News Desk0
56% of US respondents regard open finance as a ‘must have’, up from 45% in 2021, with 82% believing that shared data and infrastructure will become a key part of the strategy for the move to Open Banking and Finance Finastra research reveals that views on Open Banking in the United States have......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
Alpian, Switzerland’s First Private Digital Bank, Selects Napier Continuum for Financial Crime Compliance
Banking Compliance management News Risk Management

Alpian Selects Napier Continuum for Financial Crime Compliance

Fintech News Desk
by Fintech News Desk0
Alpian, Switzerland’s first digital private bank, and Napier, global provider of advanced financial crime compliance solutions, announce their partnership to implement a robust, end-to-end risk management platform for the bank. “We’re delighted to partner with Alpian to build its financial crime risk management strategy. Alpian are one of those organisations that......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions
Banking Mobile Banking News

Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions with Integrated Investment Solution

Fintech News Desk
by Fintech News Desk0
Access Softek, an omnichannel digital banking provider, has launched EasyVest YourChoice, an integrated investment solution that gives users the ability to trade stocks, fractional shares, and mutual and exchange-traded funds from within a digital banking platform. “Access Softek’s EasyVest YourChoice solution places community financial institutions at the forefront of a major industry shift”......
Folks Finance V2 Upgrades the DeFi Experience With Advanced Financial Tools on Algorand
DeFi News

Folks Finance V2 Upgrades the DeFi Experience With Advanced Financial Tools on Algorand

Fintech News Desk
by Fintech News Desk0
A streamlined UI/UX makes it easier than ever to access cutting-edge financial instruments without sacrificing speed, security, and ease-of-use Folks Finance has proven the value of fast, accessible, and non-custodial DeFi on Algorand. Since launching in April of 2022, $100 Million in Total Value Locked has been deposited by over 5000 users.......
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