Search Results for: wealth management technology

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability
Finance Fintech News

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

Business Wire
by Business Wire0
OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States. The company’s highly configurable platform is designed to empower financial institutions by enabling them to easily tailor and scale their wealth management services, ensuring a more personalized and efficient client experience.......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Cryptocurrency Digital Asset Management News

Metalpha Technology Holding Limited To Expand Its Presence In Digital Asset Wealth Management

Fintech News Desk
by Fintech News Desk0
Dragon Victory International Limited announces it has officially changed its name to Metalpha Technology Holding Limited. The Company has also successfully completed restructuring with Antalpha Technologies Limited. Upon completion of the reorganization, Metalpha Limited (“Metalpha”) will become a wholly-owned subsidiary of the Company. Established in 2021, Metalpha is a leading digital assets wealth management......
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Australian Wealth Management Company, ClearView, Harnesses Napier Technology In Fight Against Financial Crime
Fintech News

Australian Wealth Management Company, ClearView, Harnesses Napier Technology In Fight Against Financial Crime

Fintech News Desk
by Fintech News Desk0
 Napier, provider of leading anti-financial crime compliance solutions, has announced that Australian financial services company, ClearView, has adopted its AI-enhanced technology to support anti-money laundering (AML) activities. Latest Fintech Insights: Mystifly Launches New Payment Solution MystiPay in Partnership With Diners Club International The technology will enable ClearView to gain better insights......
Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems
Fintech News

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems

Fintech News Desk
by Fintech News Desk0
Fidelity Increased Real-Time Integrations by 200% Since 2018; New Integration Xchange Capabilities Streamline the Deployment and Management of 200+ Available Fintech Integrations AdvisorEngine, Advyzon, Agreement Express, Laser App, Orion and 55ip Among New and Enhanced Integrations Fidelity Institutional announced updates to Integration Xchange, its award-winningi, open architecture digital store that helps......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
Appway's Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management
Fintech News

Appway’s Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management

Fintech News Desk
by Fintech News Desk0
Digital Orchestration Streamlines Account Processes Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s......
Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform
Banking Fintech News

Avanza Bank Wins Banking Technology Award for Best Use of IT in Private Banking/Wealth Management Powered by GigaSpaces In-Memory Computing Platform

Fintech News Desk
by Fintech News Desk0
GigaSpaces, the provider of InsightEdge, the fastest in-memory real-time analytics processing platform, announced that Avanza Bank AB, Sweden’s fully digital bank, has won the Banking Technology Award for Best Use of IT in Private Banking/Wealth Management. The 20th annual Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide,......
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