Search Results for: wealth management technology
Alternative Investment Exchange Announces Technology Integration with The Sycamore Company
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing at advisors’ fingertips. Sycamore is a provider of cloud-based financial technology solutions that enable front to back-office broker-dealer and RIA operations. This partnership immediately provides......
New Mastercard Research on SMB Shows Key Technology Solutions That Are Removing Their Biggest Barriers
Small business is anything but business as usual today. As they face a rising number of challenges, including rapidly changing market conditions, business owners must have the flexibility to respond quickly. Rising costs due to inflation and evolving pandemic protocols are putting mounting pressure on most businesses’ bottom line. To......
Informatica Launches Intelligent Data Management Cloud for Financial Services
Industry-Leading Customers RBC Wealth Management, Bank of Montreal and Freddie Mac Leverage IDMC for Financial Services Informatica, an enterprise cloud data management leader, announced the Intelligent Data Management Cloud (IDMC) for Financial Services, an end-to-end integrated data management cloud that enables the entire data lifecycle, including data discovery, ingestion, integration of data......
GoDocs Rolls out Nationwide Account Management Team
GoDocs, the automation leader in commercial loan document generation, announces the launch of their nationwide account management team. This latest expansion is a direct reflection of the company’s commitment to a customer-centric culture. While GoDocs is leveraging the latest automation technology, they continue to stay focused on the customer experience.......
Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations Temenos, the cloud banking platform, announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud. With the......
iCapital Secures Three Patents for Innovations in Alternative Investing Technology
New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has been awarded three patents for technological advances in data......
CI Global Asset Management Advances Technology Toolkit with CapIntel
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
BXH Appointed New Head of Risk Management and Security
BXH was launched in April 2021 with the entrée of the China market Mr. Edward Ng with 30 plus years of fintech and security experience has been appointed as the Head of Risk Management and Security for BXH (Boy X Highspeed) in Dubai. “With the re-launch of the BXH Defi-Cefi......