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AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
by Fintech News Desk0
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......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
by Fintech News Desk0
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
Panoramix Increases Flexibility of its Advisory Billing Systems
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Panoramix Still the One

Fintech News Desk
by Fintech News Desk0
Innovative performance reporting and billing technology system earns top rating second year in a row For the second straight year, Panoramix places first in overall customer satisfaction for financial advisor portfolio management tools in the annual Technology Tools for Today (T3) Survey. The 2020 survey compiled responses from over 5100......
Broadridge Brings Together Wealth Business Under Michael Alexander
Banking News

Broadridge Brings Together Wealth Business Under Michael Alexander

Fintech News Desk
by Fintech News Desk2
Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index,  announced that Michael Alexander has been appointed President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business that will uniquely......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
Olympus Fintech Introduces Olympus Platform
Fintech News

Olympus Fintech Introduces Olympus Platform

Fintech News Desk
by Fintech News Desk0
Innovative, One-Stop Solution Provides Investment Managers Unified Ecosystem of Information and Communication throughout Investment Life Cycle Olympus Fintech, a leading software company creating solutions for public and private market asset managers, announced the launch of its Olympus Platform (the “Platform”), an innovative, one-stop tool that improves operating efficiency for investment......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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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......
Claro Enterprise Solutions Expands Technology Service Offerings to Accelerate Mergers and Acquisitions Integrations
Cloud Finance Fintech News

Claro Enterprise Solutions Expands Technology Service Offerings to Accelerate Mergers and Acquisitions Integrations

PR Newswire
by PR Newswire0
New cloud migration, cyber security, and managed service solutions for growing organizations to streamline technology integration, enhance security, and improve operational efficiency. Claro Enterprise Solutions, a single-source technology solutions provider for growing organizations, announced expanded services to support merger and acquisition activity on buy-side and sell-side, as companies seek cost......
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