Search Results for: wealth management technology

Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution
Finance News

Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution

Fintech News Desk
by Fintech News Desk0
Rollout will occur over the next year as Commonwealth continues to enhance the tools used to support its more than 2,000 affiliated advisors Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Commonwealth Financial Network, a national firm dedicated to......
HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management
Banking News

HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management

Fintech News Desk
by Fintech News Desk0
HCL Technologies (HCL), a leading global technology company, has expanded its global partnership with Avaloq, a leading provider of digital banking solutions. HCL will now develop a world-class lifecycle management center for Avaloq clients and invest in ongoing training and development for HCL teams working with Avaloq products. These investments......
Clifford Rosler Management Announces Development of New Trading Platform
News Trading

Clifford Rosler Management Announces Development of New Trading Platform

Fintech News Desk
by Fintech News Desk0
Financial services company Clifford Rosler Management is set to launch a new digital trading platform for its clients. The online trading platform will be available as early as Q1, 2023 Clifford Rosler Management has announced that the company is currently underway and developing a new state-of-the-art digital trading platform for its......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
SKY Technology and D'CENT Wallet Developer Sign Marketing MOU
Cryptocurrency News

SKY Technology and D’CENT Wallet Developer Sign Marketing MOU

Fintech News Desk
by Fintech News Desk0
SKY Technology Co., LTD and IoTrust, the developer of the D’CENT cryptocurrency wallet, announced the signing of a MOU to cooperate on marketing for SKY Play, a major new NFT business platform launched by SKY Technology. SKY Technology, which recently created a Singapore-based corporation, is poised to issue its own cryptocurrency......
Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform
Cryptocurrency Investment Services News

Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
The investment will drive Unifimoney’s product development and operations, extending support of alternative assets including cryptocurrency and blockchain based services Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a $10m Seed round. Unifimoney’s platform offers a comprehensive digital wealth management platform with trading of over......
Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm
Banking News

Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Temenos positioned the furthest for its wealth management product strategy and strength of its offering Temenos, the cloud banking platform, has been named a leader in The Forrester Wave™: Digital Wealth Management Platforms (DWMP) for Q1 2022. “Temenos excels in most areas of product functionality” Temenos received the highest scores......
UMB Private Wealth Management Live on the SEI Wealth Platform
Fintech News

UMB Private Wealth Management Live on the SEI Wealth Platform

Fintech News Desk
by Fintech News Desk0
Partnership and Connection at the Core of Organizational Transformation and Future Growth SEI announced that UMB Private Wealth Management (UMB) is live on the SEI Wealth Platform (SWP), providing UMB’s clients and employees a modernized wealth management experience through a fully integrated, single-infrastructure technology solution. UMB selected SWP to manage their......
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Investment Services News

Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments

Fintech News Desk
by Fintech News Desk0
Demand for private market opportunities is strong among investors in the Asia Pacific region, according to a new industry report jointly issued by Hywin Holdings Ltd, a leading independent wealth management service provider in China, with Liechtenstein-based VP Bank Ltd. and WealthBriefingAsia. Over three quarters, or 77% of wealth management......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
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