Search Results for: wealth management technology

Capco announces strategic partnership with Concentra Bank to support digital process automation
Fintech News

Capco Announces PlatformZero, a Cloud-Based, Low-Code Digital and Automation Solution for Financial Services Institutions

Fintech News Desk
by Fintech News Desk0
Capco’s PlatformZeroSM eliminates back-office inefficiencies and helps financial institutions improve digitization across the enterprise Capco, the global management and technology consultancy, announced the launch of PlatformZeroSM, a fully cloud-based digital and automation solution focused exclusively on the financial services industry. PlatformZero is designed to increase efficiency and eliminate high-cost processes......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
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AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
CSI’s President and Chief Operating Officer David Culbertson Elected as New Board Member
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Realio Partners With $250M+ Valentus Fund to Tokenize Institutional-grade Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Realio, the technology ecosystem for institutional-grade digital assets, announces a partnership with Valentus Capital Management. The partnership enables the digitization of an array of private equity opportunities, as well as the issuance of a Valentus Digital platform token. Valentus offerings in the pipeline include a $250M+ investment fund focused on opportunistic......
Take a Look at a Few of These Global FinTech Success Stories
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Take a Look at a Few of These Global FinTech Success Stories

Tanika Mehrotra
by Tanika Mehrotra0
According to a report by The Business Research Company, the global FinTech market was valued at about $127.66 billion in 2018 and is expected to grow to $309.98 billion at a CAGR of 24.8% through 2022. The growth in digital payments and digital commerce is driving the expansion of fintech.......
Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards
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Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards

Fintech News Desk
by Fintech News Desk0
Firm recognized for collaboration with SoFi, which resulted in a significant spike in engagement on new SoFi Invest platform Xignite, Inc., a provider of market data distribution and management solutions for financial services and technology companies, today announced it won the Best Real-Time Market Data Initiative at the Inside Market Data......
Addepar Raises $117M in Series E Funding
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Addepar Introduces Investor Sentiment Index

Fintech News Desk
by Fintech News Desk0
First-of-its-kind financial index leverages aggregated and anonymized data to provide a reliable measure of risk sentiment among sophisticated investors Addepar, a technology platform for wealth management, introduced the Addepar Investor Sentiment IndexSM. An index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
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DiversyFund sees Rapid Growth Amid Global Pandemic

Fintech News Desk
by Fintech News Desk0
Tech-enabled investment platform hits over 13,350 new customers, makes key expansion hires and launches new services DiversyFund, a tech-enabled investment platform providing wealth-building tools to non-accredited investors, has undergone a period of significant growth in 2020 amid the COVID-19 pandemic. The fintech firm, whose mission is to democratize investing in alternatives by......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
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MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific

Fintech News Desk
by Fintech News Desk0
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, today announced the appointment of Riad Chowdhury as Head of Asia Pacific, effective September 23, 2020. Read More: EPAM Continuum......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Visual Lease Appoints Joe Fitzgerald SVP, Lease Market Strategy
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Visual Lease Appoints Joe Fitzgerald SVP, Lease Market Strategy

Fintech News Desk
by Fintech News Desk0
Lease accounting and management consulting expert to inform product innovation and support GTM thought leadership Visual Lease, the leader in lease accounting and management software, today announced the appointment of Joe Fitzgerald as SVP, Lease Market Strategy. In his role, Fitzgerald will be responsible for informing product innovation, deepening strategic......
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