Search Results for: wealth management technology

AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM
Fintech Investment Services News Risk Management

AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, continues to expand its client base, with the addition of a number of MiFID II clients. The recent wins include a tier one Asian sovereign wealth fund, as well as a leading ETF provider focused on fixed income solutions for......
Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies
Business Fintech News

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced that Jed Plafker has been named executive vice president of Global Alliances and New Business Strategies. In this newly created position, Plafker will be responsible for the expansion of the company’s digital wealth management and distribution-related financial technology, ensuring that the firm fully harnesses these capabilities for......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments
Capital Markets Fintech News

Francisco Partners Announces Closing of Nearly $10 Billion in Capital Commitments

Fintech News Desk
by Fintech News Desk0
Francisco Partners (FP) announced the closing of approximately $10 billion in capital commitments across three funds: Francisco Partners VI, L.P., a $7.45 billion equity fund, Francisco Partners Agility II, L.P., a $1.5 billion equity fund, and FP Credit Partners, L.P., a $750 million opportunistic credit fund. Each fund was substantially......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
by Fintech News Desk0
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
Clearwater Analytics Announces New Investment From Leading Growth Investors Permira, Warburg Pincus, Dragoneer and Durable Capital
Big Data Fintech InsurTech Investment Services News

Global Atlantic Selects Clearwater for Data Automation, Investment Accounting, and Complex Asset Class Support

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced that Global Atlantic Financial Group has selected Clearwater as its provider of investment data management, accounting, and reporting. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms “This is a technology that will create key opportunities — rather than apply......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Appoints Margaret Franco as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Finastra has appointed Margaret Franco as Chief Marketing Officer. Joining from Dell Technologies, she is based at Finastra’s London headquarters and takes responsibility for leadership of the global marketing organization, including corporate communications, brand, digital, solutions and field, and partner marketing. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay Margaret......
Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers
Fintech News Robotic Process Automation

Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers

Fintech News Desk
by Fintech News Desk0
Industry research firm T3 Sixty analyzed data on more than 30,000 real estate agents over a two year period In a newly released study from T3 Sixty, one of the industry’s leading management consultancy and research companies, data reveals that real estate firms who provided the Adwerx Listing Ad Automation Platform to......
Genesis Launches Derivatives Trading Desk
Currency Exchange Fintech News Trading

Genesis Launches Derivatives Trading Desk

Fintech News Desk
by Fintech News Desk0
Genesis, an industry pioneer and leader in digital currency trading and lending, announced it has launched a derivatives trading desk. The new offering, which follows last week’s announcement that Genesis is launching a prime brokerage service called Genesis Prime, expands the company’s suite of digital asset trading, institutional lending, custody,......
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