Search Results for: wealth management technology

SalesFocus Solutions Partners with Foreside Financial Group
Business Fintech News

SalesFocus Solutions Partners with Foreside Financial Group

Fintech News Desk
Partnership will enhance Foreside’s clients’ existing sales analytics and reporting capabilities SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The......
FinTech Startup TheGuarantors Announces New Chief Operating Officer
Fintech Fintech Startups News

FinTech Startup TheGuarantors Announces New Chief Operating Officer

Fintech News Desk
A New York-based FinTech company, TheGuarantors, has announced the hiring of Sean O’Donoghue as Chief Operating Officer. Since its founding in 2015, TheGuarantors has been a leader in finding innovative ways to solve for risk in leasing, using its expertise in real estate, risk, and technology. This recent addition to the leadership team......
Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension
Banking InsurTech Investment Services News

Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension

Fintech News Desk
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces the complete implementation of SimCorp Dimension at Belfius Bank, one of Belgium’s key banking and insurance groups, wholly owned by the Belgian federal state. The front to middle office transformation of Belfius Retail &......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Redi2's BillFin Selected by CircleBlack for Advanced Fee Billing Partner
Banking Fintech News

Redi2’s BillFin Selected by CircleBlack for Advanced Fee Billing Partner

Fintech News Desk
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, announced that it has selected Redi2Technologies’ BillFin solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
Peter Stewart Named Executive Vice President of North America for Ingenico Group
Banking Fintech News

Peter Stewart Named Executive Vice President of North America for Ingenico Group

Fintech News Desk
Ingenico Group, the global leader in seamless payments, announced that Peter Stewart has been named the executive vice president of North America. Peter reports to Matthieu Destot, executive vice president, B&A business unit and is a member of the company’s B&A Management Committee. Peter brings over 25 years of experience working with......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
AI in Banking: 7 ways AI will impact the Banking Industry
Artificial Intelligence Banking Featured

AI in Banking: 7 ways AI will impact the Banking Industry

Paroma Sen
AI is shaking things up in the traditional finance and fintech industry for good. Even if you have never heard of the capabilities of AI to detect frauds and offer more enhanced customer service and overall customer experience, you will have interacted with a chatbot a.k.a. personal assistant on your......
CaseWare Announces Strategic Investment From Hg to Accelerate Growth of Next Generation Audit and Assurance Cloud Products
News Trading

Hg Invests in smartTrade Technologies to Accelerate Its Growth as a Global Leader in Multi-asset Electronic Trading Solutions

Fintech News Desk
Hg’s Support Will Help Continue Innovation and R&D, Strengthening Smarttrade’s Position as One of the Most Technologically Advanced Players in the Industry Hg, Europe’s leading software investor, announced that it has entered into an agreement to acquire stakes from Keensight Capital and Pléiade Venture in smartTrade Technologies (“smartTrade”), a leader......
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