Search Results for: wealth management firms

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
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$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth

Fintech News Desk
by Fintech News Desk0
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients A team of recognized industry veterans Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr. today formally announced the launch of the new registered investment advisory firm, NewEdge Wealth,......
Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
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Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Skience-Accelerates-Growth-Strategy-with-Appointment-of-WealthTech-Visionary-Kyle-Van-Pelt-as-Executive-Vice-President_-Sales
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Skience Accelerates Growth Strategy With Appointment Of WealthTech Visionary Kyle Van Pelt As Executive Vice President, Sales

Fintech News Desk
by Fintech News Desk0
Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, today announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New Payments Platform Mr. Van Pelt’s responsibilities include......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Fintech News

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
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Business Fintech News

Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW). Earlier this year, the wealth manager reported progress with technology modernisation in line with their digital strategy. Particular mention was made of......
Credit Card Companies’ Support for Small Businesses During COVID-19 Not Enough to Drive Customer Satisfaction, J.D. Power Finds
Business Fintech News

Wealth Management App Use Surges Among Investors But Satisfaction Lags, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management mobile apps have emerged as a go-to resource for investors during the COVID-19 pandemic, but despite substantial growth in app utilization, customer satisfaction lags other industries and firms have failed to leverage the potential of these digital tools to drive greater interaction with advisors. According to the J.D.......
WealthTech-Leader-Skience-Welcomes-New-Hires-in-Response-to-Incoming-Client-Demand
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WealthTech Leader Skience Welcomes New Hires In Response To Incoming Client Demand

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, today announced it has hired two experienced wealth management professionals to meet the demands of recent growth. These new hires enable Skience to improve the delivery of its award-winning wealth management platform solutions while ensuring a world-class client relationship experience. Read......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Banking Fintech News

Blockchange Adds DeFi Support and New Assets to Its Digital Asset Management Platform for RIAs

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. today announced the addition of fourteen new digital assets to its BITRIA™ Digital Turnkey Asset Management platform for registered investment advisors. The additions, which include ten Decentralized Finance (DeFi) tokens, will allow wealth managers to offer a much broader base of digital assets in response to growing interest from investors.......
Fintech Investment Services News

Wealthcare Announces Integration with SS&C’s Black Diamond Wealth Platform

Fintech News Desk
by Fintech News Desk0
New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced a new integration with SS&C’s Black Diamond® Wealth Platform. Through this integration, Black Diamond clients will......
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