Search Results for: wealth management firms

RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital
Banking Fintech Investments News

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Fintech News Desk
by Fintech News Desk0
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives J.P. Morgan Asset Management announced the launch of J.P. Morgan Private Capital, which includes a new growth equity investment arm and an existing private debt business, committed to providing customized solutions for......
NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards
Banking Business Finance Fintech News

NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards

Fintech News Desk
by Fintech News Desk0
NICE Actimize uses AI and advanced analytics across anti-money laundering and surveillance so customers achieve the true benefits of intelligent automation NICE Actimize, a NICE business, was named “Best Compliance” technology solutions provider by WealthBriefing European Awards 2021. Sponsored by WealthBriefing, a publication of Clearview Financial Media and a leading......
ComplySci Announces $120 Million Growth Investment From K1 Investment Management
Fintech News

ComplySci Announces $120 Million Growth Investment From K1 Investment Management

Fintech News Desk
by Fintech News Desk0
Leading Enterprise Software-Focused Private Equity Firm Joins Existing Investors in ComplySci as Company Reports Strongest Financial Performance Ever in Q1 2021 Capital Will Support New and Enhanced Solutions to Benefit Fast-Expanding Roster of Leading Financial Services Customers K1 to Help Drive Accelerated Growth and Expansion Opportunities for ComplySci ComplySci, the......
Zoe Financial Announces Record Quarter Milestones
Finance Fintech News

Zoe Financial Announces Partnership with Facet Wealth, a Leading Financial Planning Firm

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Facet Wealth, one of the top financial planning firms in the country Zoe Financial, a digital marketplace that empowers consumers to find the best and most trustworthy financial advisor for them,......
FinTech Automation Named to WealthTech 100 List
Banking Finance News

FinTech Automation Named to WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
FinTech Automation recognized in the 2021 WealthTech 100, a comprehensive list of the most innovative firms worldwide in the financial technology industry FinTech Automation, LLC, a Dallas, Texas-based financial technology firm dedicated to creating WealthTech and banking-as-a-service solutions for small- and mid-sized banks and wealth advisors, has been selected to the......
Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries
Digital Fintech Investments News

Objectway in WealthTech100 List Of Tech Companies Transforming The Global Investment And Banking Industries

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, has been included in the annual WealthTech100 list for the third year in a row. The 2021 WealthTech100 was launched today by specialist research firm FinTech Global. The prestigious list recognises the world’s most innovative tech solution providers addressing the digital......
Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
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