Search Results for: wealth management technology

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
by Fintech News Desk0
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
by Fintech News Desk0
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
SS&C Announces SS&C Advent Insurance Marketplace
Fintech InsurTech News

SS&C Announces SS&C Advent Insurance Marketplace

Fintech News Desk
by Fintech News Desk0
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access to insurance products and full reporting for the first time SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide......
Fintech Fintech Funding News

Collective Launches With $8.65 Million in Funding To Empower Businesses-of-One With First All-in-One Back Office Platform

Fintech News Desk
by Fintech News Desk0
Online Platform Pairs User-Friendly Dashboard With Concierge Service from Trusted Advisors and Community-Building Features Collective, the first online back office platform designed for businesses-of-one, launched today and announced $8.65 million in funding to empower, support and connect the self-employed community that comprises 36% of the American workforce. Collective’s technology and......
Amadis Leverages Nexo Standards to Simplify Global Payment Acceptance
Fintech News

Amadis Leverages Nexo Standards to Simplify Global Payment Acceptance

Fintech News Desk
by Fintech News Desk0
Successfully deployed in Europe; robust payment protocol quickly gaining traction in North America Amadis, a payment software and consulting services provider, today announced a streamlined path for North American and international merchants to migrate to the nexo global payment standard, the most comprehensive set of global payment acceptance protocols on......
Payroc Acquires Bluestone Payments, LLC: Global processor grows sales organization with acquisition
Fintech Fintech Funding News

Payroc invests $2.6 Million in Series A Funding to RunSignup for Strategic Initiatives

Fintech News Desk
by Fintech News Desk0
RunSignup, Inc. is pleased to announce that an investment affiliate of Payroc will become a minority investor and the Company will begin using Payroc as a preferred payment processing platform. RunSignup, Inc. is pleased to announce that an investment affiliate of Payroc will become a minority investor and the Company......
Banque De Luxembourg Integrates Marketaxess’ Axess IQ Order & Execution Workflow Solution
Fintech News Trading

Banque De Luxembourg Integrates Marketaxess’ Axess IQ Order & Execution Workflow Solution

Fintech News Desk
by Fintech News Desk0
Axess IQ enhanced with MarketAxess’ automated trading capabilities MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, announced today that Banque de Luxembourg, a leading private banking and wealth management......
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