Search Results for: wealth management technology

Save® Launches the World's First Debit Card that Matches Your Spending with Investments
Banking Fintech Investment Services News

Save® Launches the World’s First Debit Card that Matches Your Spending with Investments

Fintech News Desk
Save, a technology company that helps people earn higher yields on their savings announced that they have partnered with Mastercard to launch the new Save Debit Invest Card, a one-of-a-kind debit card that matches spending with investments. Instead of traditional cash back or reward points, the Save Debit Invest Card......
Covr-Financial-Technologies-and-The-Financial-Architects-Partners_-LLC-Launch-Digital-Partnership-for-Advanced-Insurance-Design-for-Financial-Institutions
Business Fintech News

Covr Financial Technologies and The Financial Architects Partners, LLC Launch Digital Partnership for Advanced Insurance Design for Financial Institutions

Fintech News Desk
Covr Financial Technologies (Covr) and The Financial Architect Partners, LLC (FinArch) announced today they have formed a partnership to bring a holistic, technology-driven solution to financial institutions for life insurance.  This new platform offers a single solution for financial institutions – including wealth planning groups, wirehouses, independent broker-dealers, banks, credit unions, RIA......
Ameritas Selects Docupace as Back Office Platform
Fintech News

Ameritas Selects Docupace as Back Office Platform

Fintech News Desk
Leading insurance and investments provider inks agreement to streamline operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Business Fintech Investment Services News

First Rate Selects FinMason to Deliver Third-Party ESG Data

Fintech News Desk
FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Business Fintech Investment Services News

RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions

Fintech News Desk
Offering Ease & Efficiency to Advisors Looking for Tax Management Capabilities Leveraging 55ip’s Intelligent Automation. RiverFront Investment Group, a global asset manager and ETF strategist, announced today their partnership with 55ip, a financial technology company. The joint solution is intended to make it easier for advisors to transition clients into......
Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop
Fintech News

Glue42 Core Puts Chelmer at the Center of the Single Advisor Desktop

Fintech News Desk
Wealth technology pioneer embeds the Glue42 open-source integration platform to modernize its software suite, enabling advisors to deliver a better and more personalized experience with a single click of a mouse. Glue42, the company that delivers integrated desktop experiences to financial instittions globally, and Chelmer, a pioneer wealth technology firm, today......
SmartStream Reveals New Brand Identity Reflecting Company’s Mission to Spearhead Technological Innovation
Fintech News

SmartStream Reveals New Brand Identity Reflecting Company’s Mission to Spearhead Technological Innovation

Fintech News Desk
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM®) solutions provider, announced the launch of its new corporate brand identity, including an updated logo and website. The rebranding reflects the company’s constantly expanding use of innovation to advance its technological capabilities, as well as to meet evolving customer and industry requirements.......
Alpian Selects Temenos SaaS to Launch Pioneering New Digital Bank and Take Swiss Private Banking Experience to the Mass Affluent
Banking Fintech Mobile Banking News

Alpian Selects Temenos SaaS to Launch Pioneering New Digital Bank and Take Swiss Private Banking Experience to the Mass Affluent

Fintech News Desk
Temenos, the banking software company, announced that Alpian SA (“Alpian”) has selected Temenos Transact, core banking and Temenos Payments delivered as SaaS to power pioneering digital private banking and wealth management services in Switzerland. Temenos SaaS technology will enable Alpian to rapidly launch its new bank and deliver innovative banking......
EMTECH Launches as the Fintech of Modern Central Banking Innovation
Banking Fintech News

EMTECH Launches as the Fintech of Modern Central Banking Innovation

Fintech News Desk
EMTECH partners with Microsoft to deploy the Modern Central Bank Sandbox™, equipping central banks with an innovation mindset and an innovation toolset EMTECH announced its pilot-ready innovation and regulatory compliance platform, the Modern Central Bank Sandbox™, targeting central banks looking to streamline regulatory reviews, collaborate with innovators on emerging technology,......
Schibsted Doubles Digital Subscription Revenue on the Zuora Platform
Business Fintech News

Schibsted Doubles Digital Subscription Revenue on the Zuora Platform

Fintech News Desk
Decision by Scandinavian media giant to consolidate and migrate multiple entities to the Zuora platform pays off as digital subscription revenue hits the 1 billion NOK mark in 2020 Zuora, Inc., (NYSE:ZUO) the leading cloud-based subscription management platform provider, announced today that its customer Schibsted ASA (OSE:SCHA) has doubled digital subscription revenue......
1