Search Results for: wealth management technology

Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience
News Trading

Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience

Fintech News Desk
by Fintech News Desk0
Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Iress  are teaming up to optimize the user experience of traders and wealth managers using the Iress Order System (IOS+) by automating......
Voya Investment Management and iCapital Form Partnership
Investment Services News

Voya Investment Management and iCapital Form Partnership

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., announced that it has partnered with iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Voya IM will leverage iCapital’s customized technology, service and diligence solution for financial......
Delicoin - The Potential Token Of The Financial Ecosystem And Technology DeliAlgo
Finance News

Delicoin – The Potential Token Of The Financial Ecosystem And Technology DeliAlgo

Fintech News Desk
by Fintech News Desk0
Delicoin is attracting the attention from a lot of investors after this token has been IEO on LAToken – the top 10 exchanges with the largest trading volume in the world Delicoin (DLC) is the foundation token of the DeliAlgo technology and financial ecosystem. DLC is used to fuel the platform......
BCT Digital Adds Enterprise Risk Management to Its rt360-GRC Product Suite
Fintech News Risk Management

BCT Digital Adds Enterprise Risk Management to Its rt360-GRC Product Suite

Fintech News Desk
by Fintech News Desk0
BCT Digital, a global Fintech company specializing in regulatory technology, has launched ‘rt360 Enterprise Risk Management (ERM)’, a product which uses a “Business First, Technology Next” approach to enable enterprises to identify and control risks arising out of their operations. Risks can arise from people, processes and systems including both......
Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
PAR Technology Partners with CardFree Payment Solutions to Bring Next-Level Digital Ordering to PAR’s Brink POS
Commerce News

PAR Technology Partners with CardFree Payment Solutions to Bring Next-Level Digital Ordering to PAR’s Brink POS

Fintech News Desk
by Fintech News Desk0
ParTech, Inc. (PAR), a global restaurant technology company building a unified commerce cloud platform for enterprise restaurants, unveiled a next-level partnership with Cardfree, Inc., adding their end-to-end digital commerce technology to the growing Brink POS integration ecosystem. ParTech, Inc., is a wholly owned subsidiary of PAR Technology Corporation. “CardFree adds......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Fintech News

Apollo Announces First Close of Global Wealth Acquisition of Griffin

Fintech News Desk
by Fintech News Desk0
Apollo announced a first close in its previously announced transaction with Griffin Capital. Apollo has completed the acquisition of Griffin’s wealth distribution business, now part of Apollo Global Wealth. Apollo expects to hold a final close to add Griffin’s individual-investor focused products and associated asset management team in the second......
Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions
News Risk Management

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions

Fintech News Desk
by Fintech News Desk0
Opta provides data-driven insights and risk assessment solutions to insurance and financial services customers Leading global data analytics provider Verisk announced it has acquired Opta, Canada’s leading provider of property intelligence and innovative technology solutions. The acquisition further expands Verisk’s footprint in the Canadian market and supports Opta in reshaping......
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