Search Results for: wealth management technology

iCapital NetworkÒ Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors
Fintech Investment Services News

iCapital Network Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors

Fintech News Desk
by Fintech News Desk0
iCapital leverages AI Insight’s platform to offer independent advisors fund-specific research and credentialing  iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education......
Foreside Unveils Solution for Breakaway RIAs
Fintech News Risk Management

Foreside Unveils Solution for Breakaway RIAs

Fintech News Desk
by Fintech News Desk0
Comprehensive platform helps mitigate liabilities and risk for successful transition 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 introduced a comprehensive solution for individuals and groups who are seeking to......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Less Touching, More Tapping: Financial Institutions Broaden Payment Options with Jack Henry Contactless Cards
Business Fintech News

Less Touching, More Tapping: Financial Institutions Broaden Payment Options with Jack Henry Contactless Cards

Fintech News Desk
by Fintech News Desk0
Commonwealth Bank & Trust and Goldenwest Federal Credit Union among financial institutions using secure EMV contactless cards Jack Henry & Associates, Inc.® is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today, Jack Henry Payments announced that an increasing number of financial......
Enable Appoints SaaS Industry Vet Jerry Brooner as Global Revenue Leader
Business Fintech News

Enable Appoints SaaS Industry Vet Jerry Brooner as Global Revenue Leader

Fintech News Desk
by Fintech News Desk0
San Francisco-based Enable, a modern cloud-based software solution for B2B rebate management, today announced the appointment of Jerry Brooner as its President of Global Field Operations. Read More: State of the Fintech Industry and a Look into 2021 Jerry comes to Enable with over two decades of experience as a high-growth global enterprise......
Fidelity's eMoney Rolls Out Financial Planning and Wellness App
Business Fintech News

Fidelity’s eMoney Rolls Out Financial Planning and Wellness App

Fintech News Desk
by Fintech News Desk0
eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced the launch and general availability of Incentive, a client-led financial planning and wellness application. Following a successful beta program with six participating firms, Incentive is available now for use through retirement plan advisors.......
Greenlight Raises $215 Million at a $1.2 Billion Valuation To Help Millions More Parents Raise Financially-Smart Kids
Fintech Investment Services Mobile Banking News

Greenlight Introduces Educational Investing Platform For Kids

Fintech News Desk
by Fintech News Desk0
Greenlight Financial Technology, Inc. (Greenlight), the fintech company on a mission to help parents raise financially-smart kids, today announced Greenlight Max, the first educational investing platform designed for kids. In 2017, the company launched a parent-managed debit card and app for kids to teach money management skills. Today, Greenlight serves......
Xalles Announces New Executive Team Members
Business Fintech News

Xalles Announces New Executive Team Members

Fintech News Desk
by Fintech News Desk0
Xalles Holdings Inc., a fintech holding company providing technology and financial services solutions, announces that it has added key members to the senior management team. Read More: SafetyPay Partners With LATAM Airlines Group to Provide Digital Payment Solutions, Including Bank Transfers and Cash Payments Xalles Holdings has appointed Karen Nguyen......
Canoe-Intelligence-reaches-significant-milestones-in-2020
Business Fintech Investment Services News

Canoe Intelligence Reaches Significant Milestones In 2020; Increases Client Base By Over 150%

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence , a financial technology company focused on reimagining data management processes for institutional investors, wealth managers, capital allocators and asset servicing firms, today announced it reached several significant milestones during 2020, one of which being a record year in terms of client growth. Read More: Datasite Completes Agreement to......
Emirates NBD Introduces Contactless Identity Verification to Open New Accounts on Mobile
Banking Fintech Mobile Banking News

Emirates NBD Introduces Contactless Identity Verification to Open New Accounts on Mobile

Fintech News Desk
by Fintech News Desk0
Emirates NBD, a leading banking group in the MENAT (Middle East, North Africa and Turkey) region, became the first bank in the region to allow new customers to have their identity documents verified using contactless NFC technology when opening a bank account via its Mobile Banking App. Read More: Former......
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