Search Results for: wealth management technology

iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer
Fintech News

iCapital Network® Expands Data Security Leadership with Veteran Chief Information Security Officer

Fintech News Desk
by Fintech News Desk0
Senior security executive will expand upon Capital’s comprehensive information security and IT risk management program to support iCapital’s continued growth iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced Gary Owen will join iCapital as Chief......
Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Digital Fintech News

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

Fintech News Desk
by Fintech News Desk0
Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic partnership with FA Match, the industry’s only data-driven solution for advisor recruiting, focused on elevating the financial advisor and client experience......
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
Banking News Risk Management

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced today that 225 year-old Swiss Bank Lombard Odier & Co Ltd has integrated LiquidityFX, smartTrade’s in-house developed FX solution into its banking platform, to offer enhanced FX trading services to its clients. “LiquidityFX is the perfect fit for Lombard Odier” LiquidityFX is an end-to-end solution with connectivity to over 130......
Arrow, the Newest Innovation in Digital Banking
Banking Digital Mobile Banking News

Arrow, the Newest Innovation in Digital Banking

Fintech News Desk
by Fintech News Desk0
Arrowbank.app is a new banking application looking to tackle the savings problem in America Arrowbank.app is a personal finance platform Founded by Messiah G. Willis Co-Founder of (Pear Metrics) a subsidiary of Pear Metrics Global Inc. Messiah has acquired Arrow Bank Technologies for an undisclosed amount, and will be stepping down from his role......
Digital Bank Oxygen Announces SVP, Head of Finance & Corporate Development
Banking Fintech News

Digital Bank Oxygen Announces SVP, Head of Finance & Corporate Development

Fintech News Desk
by Fintech News Desk0
Airende Ojeomogha has joined the Oxygen leadership team as SVP, Head of Finance & Corporate Development to help build out the function at a pivotal point in the company’s rise, bringing with him a wealth of experience gained from a number of roles in global finance spanning fintech, consulting, investing......
Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth
Digital Fintech News

Addepar Exceeds $2.5 Trillion in Assets on its Platform, Fueled by Record Client Growth

Fintech News Desk
by Fintech News Desk0
Former Valor Equity Partners executive and Salesforce alum David Obrand joins as President to expand client value and scale Addepar’s business globally Addepar, a leading technology platform for wealth management, today announced that assets on the platform have increased to more than $2.5 trillion, adding more than $15 billion in assets a week......
Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board
Business Fintech News

Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board

Fintech News Desk
by Fintech News Desk0
Leftbrain, the leading fintech company in business management, today announced the appointment of Jenna Adler, Lindsay Unwin, and Michael Fineberg to its newly formed advisory board. The board brings decades of collective experience in the music and tech industries and will be instrumental in helping Leftbrain scale its technologies and reach a new generation......
Automate or Out-of-Date: 3 Reasons Why Automation Is The Key for Your SMBs Success!
Capital Markets Guest Posts

Automate or Out-of-Date: 3 Reasons Why Automation Is The Key for Your SMBs Success!

Amit Chaudhry
by Amit Chaudhry0
As a business leader in today’s digital-first era, you need to be constantly seeking innovative ways to improve operational efficiency and build financial intelligence. A recent study shared by SMB Group notes that SMBs that have accelerated technology adoption and investments are 42% more likely to have increased their revenues than SMBs......
Asset-Map Named as the Top Financial Planning Software by Financial Advisors
Finance Fintech News

Asset-Map Named as the Top Financial Planning Software by Financial Advisors

Fintech News Desk
by Fintech News Desk0
Asset-Map was voted the highest rated and fastest growing financial planning software in the 2021 Technology Tools for Today/Inside Information Advisor Software Survey Asset-Map, the premier financial advice engagement experience for financial professionals, has received the highest user rating among the top financial planning software companies. The ranking came as......
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