Search Results for: wealth management technology

Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Personal Capital Launches New Product Feature Recession Simulator
Capital Markets Fintech News

Virtual Delivery Model Enables Personal Capital to Thrive Despite COVID-19 and Market Headwinds

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Has Record First Quarter Sales for Q1 2020 and Introduces The Financial Roadmap to Deliver Advice at Scale In the midst of a global pandemic, Personal Capital is leading the financial service industry’s shift to a remote setting by delivering advice at scale in today’s virtual world. Through the......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Capital Markets Fintech News

Addepar Introduces Pricing Assurance Program to Support RIAs

Fintech News Desk
by Fintech News Desk0
Addepar Assurance offers pricing credit to RIAs amid market volatility Addepar, a leading technology platform for wealth management, announced Addepar Assurance, a program designed to make it easier for new clients to gain access to Addepar’s platform during challenging market conditions. The program provides credit for new clients to offset......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Migrates to Coordinated Product Launch Cycles

Fintech News Desk
by Fintech News Desk0
Release 20a Includes New Developer Portal and Upgrades to Multiple APIs, Adopting Best Practices Utilized by the Technology Industry Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of the Apex 20a (March 2020) Platform, the first implementation of its newly established......
Danske Bank, Denmark’s Largest Bank, Embraces Advanced Analytics From Behavox Compliance Solution to Enhance Risk Management
Big Data Business Fintech News

KnowLedger Helps Family Offices Keep General Ledgers Updated

Fintech News Desk
by Fintech News Desk0
New FinTech Firm Offers Adaptable Data Service to Eliminate Tedious Data Entry KnowLedger, LLC, a Pennsylvania-based financial technology company, today announced its formation to support the streamlined migration of financial data for family offices. Ryan Kerry, CEO and Co-Founder, formed the company following the acquisition of his prior company, Accusource, LLC to STP Investment Services earlier this......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News Risk Management

CCG IQ Expands Underwriting Services Through Strategic Acquisitions

Fintech News Desk
by Fintech News Desk0
JMI Reports, The UIS Group, and Cox & Smith Risk Management join CCG IQ to enhance loss prevention services  CCG IQ, a leader in tech-enabled insurance services, continues to gain momentum and a national presence in the underwriting space through the recent acquisitions of JMI Reports, The UIS Group, and......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
by Fintech News Desk0
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
KinerjaPay Corp. in Discussions With Strategic Investor to Explore Synergistic and Collaborative Alliances English
Blockchain Business Fintech News

KinerjaPay Corp. in Discussions With Strategic Investor to Explore Synergistic and Collaborative Alliances English

Fintech News Desk
by Fintech News Desk0
KinerjaPay Corp., an Indonesian-based fintech and mobile payment solution Company based in Jakarta, announced that its Chief Executive Officer, Mr. Edwin W. Ngis in discussions to explore synergistic and collaborative alliances with strategic investor Kozjin International Group (Kozjin). Kozjin is an innovative fintech company using blockchain technology across its portfolio of businesses......
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