Search Results for: wealth management firms

Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds
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Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds

Fintech News Desk
by Fintech News Desk0
Widening gap emerges between Leaders and Non-leaders Leading firms to allocate nearly 20% of global IT budgets to next-generation technologies by 2023 Over half of financial services firms worldwide plan to increase their spending over the next two years on next-generation technologies such as AI, blockchain, the Cloud and digital,......
Global Financial Firms Agree Automation, Remote Collaboration, Cloud, and Data Analytics are Biggest RegTech Priorities Following COVID-19 Pandemic
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Aperture Launches Wealthtech Vendor Evaluation Software

Fintech News Desk
by Fintech News Desk0
aperture, the Swiss strategy consultancy, today launches its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry. The Market Map has been introduced to address the shortcomings of conventional vendor evaluations.......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
Simplify Asset Management to Announce Four New Exchange-Traded Funds: Fintech, Pop Culture, RoboCar and Cloud/Cybersecurity
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Simplify Asset Management to Announce Four New Exchange-Traded Funds: Fintech, Pop Culture, RoboCar and Cloud/Cybersecurity

Fintech News Desk
by Fintech News Desk0
Paul Kim and David M. Berns, Ph.D, co-founders of Simplify Asset Management (“Simplify”) have announced the launch of four new bleeding-edge ETFs in the following areas: financial technology, pop culture and media, robotic cars and clean energy along with cloud and cybersecurity. Read More: Extend Reaches New Heights In 2020......
GDA-Capital-and-The-Wolf-of-All-Streets-Invest-in-Elitium-to-Introduce-Blockchain-based-Wealth-Management-Tools-to-Global-Audience
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GDA Capital and The Wolf of All Streets Invest in Elitium To Introduce Blockchain Based Wealth Management Tools To Global Audience

Fintech News Desk
by Fintech News Desk0
Merchant bank GDA Capital, part of the GDA Group, and serial entrepreneur Scott Melker, known as The Wolf of All Streets, have announced a co-investment in the blockchain-based platform Elitium, to accelerate the buildout of their wealth management tools and global adoption of the native EUM digital asset. Elitium is......
MyVest-Announces-Key-Enhancements-to-SPS-Wealth-Management-Enterprise-Platform
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MyVest Announces Key Enhancements to SPS Wealth Management Enterprise Platform

Fintech News Desk
by Fintech News Desk0
MyVest, a leading provider of unified wealth management technology, has announced major upgrades to its enterprise platform, the Strategic Portfolio System (SPS). Read More:  PPS Goes Green with Exceet to Power Sustainable Cards for the Fintech Industry These enhancements represent the culmination of a period of sustained investment and center......
AnaCap Signs Third Acquisition in the UK Wealth Management Platform Space With Novia Financial
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AnaCap Signs Third Acquisition in the UK Wealth Management Platform Space With Novia Financial

Fintech News Desk
by Fintech News Desk0
AnaCap Financial Partners (“AnaCap”), a leading financial services specialist mid-market private equity investor, announces it has signed a deal for a third acquisition in the UK wealth management platform space with the purchase of Novia Financial (“Novia”). Read More: ApexEdge Launches Partner Portal – an Extensive Customer Experience Design and......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
MeetAmi-Launches-Canada's-First-Ever-Digital-Asset-Management-Platform-With-AmiPRO
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MeetAmi Launches Canada’s First-Ever Digital Asset Management Platform With AmiPRO

Fintech News Desk
by Fintech News Desk0
MeetAmi Innovations Inc. (“MeetAmi”) announces the launch of AmiPRO, the first Digital Asset investing platform in Canada that takes investment firms and advisors from learning to liquidity. AmiPRO is a purpose-built technology solution for IIROC dealer members, exempt market dealers, private wealth advisors, portfolio managers, and family offices who want......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
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