Search Results for: wealth management firms

Tequity's Client VennScience Has Been Acquired by PureFacts
Fintech News

Tequity’s Client VennScience Has Been Acquired by PureFacts

Fintech News Desk
by Fintech News Desk0
Tequity, an M&A advisory firm with an exclusive focus on global enterprise software and IT companies, acted as the exclusive financial advisor to VennScience, a full-service Salesforce consultancy headquartered in Portsmouth, New Hampshire, in their acquisition by PureFacts Financial Solutions, a leading provider of mission-critical wealthtech solutions. This strategic acquisition enriches and extends PureFacts’......
Banking Capital Markets Featured Fintech Investment Services

How Do Global Banks Use Fintech to Enhance Customer Experience Models?

Fintech News Desk
by Fintech News Desk1
Banking and associated financial services will always continue to be an essential service for everyone, given the fact that everyone uses money on a regular basis and are often required to engage in different kinds of financial transactions for varied purposes! Even with the introduction and innovations in digital banking......
Coronavirus Highlights the Virtues of Crypto Alternatives
Cryptocurrency Fintech Guest Posts

Coronavirus Highlights the Virtues of Crypto Alternatives

David Waslen
by David Waslen0
What we’re experiencing globally with Coronavirus and economic chaos has accentuated our need for better financial tools and payment solutions. The cryptocurrency industry, now over ten years strong, has been building an infrastructure that could alleviate economic disparities and dysfunction. If we take a close look at some of the......
Tegra118 Welcomes Tito Singh as Chief Revenue Officer
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
Opus Nebula Appoints Jonathan Clark as Non-Executive Director
Fintech Investment Services News

Opus Nebula Appoints Jonathan Clark as Non-Executive Director

Fintech News Desk
by Fintech News Desk0
Opus Nebula is pleased to announce that Jonathan Clark has joined the Board of Directors as a Non-Executive Director. Jonathan Clark comments: “I’m extremely excited to join Opus Nebula at this stage in its history, having closely watched the firm grow from start-up to become one of the leading providers of client and......
Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues
Featured Fintech

Ten Ways RegTech Innovations will Change or Solve Compliance and Regulatory Issues

Fintech News Desk
by Fintech News Desk0
Investopedia has defined RegTech as, “a blend word of ‘regulatory technology’ that was created to address regulatory challenges in financial services through innovative technology. RegTech consists of a group of companies that use cloud computing technology through software-as-a-service (SaaS) to help businesses comply with regulations efficiently and less expensively” Simply......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
Fintech News

RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
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