Search Results for: wealth management technology

SocGen Private Bank Outsources International Back Office IT to Azqore
Banking Fintech News

SocGen Private Bank Outsources International Back Office IT to Azqore

Fintech News Desk
by Fintech News Desk0
In a constant drive to improve the quality of service and user experience, Societe Generale signs with Azqore, a subsidiary of Indosuez Wealth Management, an agreement related to the execution of back-office operations and a large part of the IT services of Societe Generale Private Banking’s international entities. As part......
Raisin U.S. Receives Patent for Tech That Creates on-Demand User-Customized Time Deposits
Banking Fintech News

Raisin U.S. Receives Patent for Tech That Creates on-Demand User-Customized Time Deposits

Fintech News Desk
by Fintech News Desk0
Patented system simplifies and accelerates creation of unique new deposit products Banks using Raisin software offer a private banking service at retail cost European wealth management fintech Raisin has been granted a second patent for key features of its Savings as a Service (SaaS) technology by the United States Patent......
William D. Green Joins Advisor360° Board of Directors
Banking Fintech News

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients. Read More: Antier Solutions launches......
Finantix Adds Guillaume Namur and Fabien Guy to Swiss Leadership Team
Banking Fintech Investment Services News

Finantix Adds Guillaume Namur and Fabien Guy to Swiss Leadership Team

Fintech News Desk
by Fintech News Desk0
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced two key appointments in Switzerland, further boosting the company’s growth in this key market and across Europe and building on the additions made to the Swiss team during 2020. Read More:  DeFi......
Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform
Business Fintech Investment Services News

Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

Fintech News Desk
by Fintech News Desk0
Dynasty Financial Partners and YCharts announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms. Read More: Century Business Solutions Partners with CloudFirst Solutions to Deliver Credit Card Processing within SAP Business......
Foreside Acquires ICSGroup
Banking Fintech Fintech Funding Investment Services News Risk Management

Foreside Acquires Capital Markets Compliance

Fintech News Desk
by Fintech News Desk0
Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today announced that it plans to acquire Capital Markets Compliance (CMC), a leading compliance, consulting, and FINOP practice. Read More: BitGo Announces $16 Billion......
Front-Launches-to-Change-the-Stock-Market-Game_-Give-Smart-Investing-Insights-to-the-People
Artificial Intelligence Business Fintech Investment Services News Trading

Front Announces Official Launch to Empower Next Generation of Investors with Strategic Investing, FISCO

Fintech News Desk
by Fintech News Desk0
Front, the first strategic investment platform that puts data-driven investment guidance in the hands of a new generation of investors, today announced the public launch of their fintech app that gives everyone access to AI-driven FISCO stock scoring technology for free. Read More: Reef Finance Becomes the Marquee Project in Pioneering......
First Derivatives Hires Sean Andany as Head of Data
Banking Business Fintech Investment Services News

First Derivatives Hires Sean Andany as Head of Data

Fintech News Desk
by Fintech News Desk0
First Derivatives today announces the appointment of Sean Andany as Head of Data. With 25 years of experience, Sean brings to First Derivatives a wealth of experience in data and analytics, specifically in relation to cloud and Big Data technologies and has extensive financial services knowledge, having led large-scale global......
RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers
Business Fintech News

RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers

Fintech News Desk
by Fintech News Desk0
RocketDocs and Door have collaborated on a new service which allows asset managers to streamline the information exchange with their clients while finding greater efficiencies in overall data management. Door will now monitor RocketDocs for live updates to information on asset managers’ investment strategies, which are then sent in real......
Mauritius Commercial Bank Launches Backbase-Built Sme Banking Platform and Mobile App
Banking Fintech News

Backbase Opens Global Development Centre In Hyderabad

Fintech News Desk
by Fintech News Desk0
Backbase, the Engagement Banking platform provider, today announced the opening of its Global Development Center (BDC) in Hyderabad, India. As Backbase’s second BDC worldwide, the facility’s infrastructure and access to talent as well as its partner ecosystem, will enable Backbase to better deliver end-to-end services for mobile and web development......
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