Search Results for: investment advisor

Tassat Appoints Senior Financial Services Operating Executive Krishna Prasad as CEO
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Tassat Appoints Senior Financial Services Operating Executive Krishna Prasad as CEO

Fintech News Desk
by Fintech News Desk0
FinTech entrepreneur and institutional veteran tapped to grow blockchain-based technology solutions for digital payments and digital exchange businesses Tassat, a global provider of financial technologies and products for digital payments and digital exchange, has appointed institutional veteran, entrepreneur, and investor Krishna Prasad to be its new CEO. Read More: H2O.ai Empowers......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
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Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards
Fintech Investment Services News

FundCount Named Best Consolidated Reporting Solution in 2020 Family Wealth Report Awards

Fintech News Desk
by Fintech News Desk0
Software meets family office needs for aggregated data and personalized client experience FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was named Best Consolidated Reporting solution in the 2020 Family Wealth Report awards. These highly regarded annual awards showcase ‘best of breed’ providers in......
BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times
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BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times

Fintech News Desk
by Fintech News Desk0
Company provides free access to entire training library, including CPE courses; also adds free live virtual training on closing in a distributed environment With the onset of the coronavirus pandemic, many accounting teams find themselves operating in a distributed fashion, with many, if not all, team members suddenly working from......
Carver Edison Expands Senior Leadership Team
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DriveWealth Forges First Partnership in Middle East and North Africa Region With UAE-Based Wealthface

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth,  a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
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Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
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Truelytics Offers up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

Fintech News Desk
by Fintech News Desk0
Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, announced that it is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm’s emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
by Fintech News Desk0
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
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