Search Results for: wealth management technology

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay
Digital Payments Fintech News

PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay

Fintech News Desk
by Fintech News Desk0
PNC EarnedIt Offers Real-Time Access to Pay PNC Treasury Management  announced a groundbreaking new on-demand pay solution, PNC EarnedIt. Powered by DailyPay Marketplace, PNC EarnedIt offers pay on-demand – a highly sought-after employee-benefit – to its clients allowing them to provide their employees access to earned pay – throughout any......
DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business
Business Digital Asset Management News

DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business

Fintech News Desk
by Fintech News Desk0
DL Holdings Group Limited (“DL Holdings” or the “Company” and its subsidiaries (together, the “Group”), Stock Code: 1709) announced that it will engage in a comprehensive partnership with YF Life in the next three years. YF Life Innovation Strategic Partnership Conference was held in Hong Kong, which explored new opportunities and laid......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
Edelweiss Asset Management Launches ‘eInvest’
Fintech Funding News

Edelweiss Asset Management Launches ‘eInvest’

Fintech News Desk
by Fintech News Desk0
A mutual fund app –to help investors achieve their financial goals in a convenient way Edelweiss Asset Management has announced the launch of eInvest a mutual fund mobile app for investors for a smooth investing experience. eInvest is an easy-to-use app that will help investors perform all financial transactions on......
Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion
Fintech News

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion

Fintech News Desk
by Fintech News Desk0
David McIntosh, with Over Ten Years of Financial Services Experience, to Head-Up Firm’s Presence in Idaho Capital Move is Consistent with Fast-Growing RIA’s Strategy of Becoming the Leading Wealth Manager Across the Broader Northwest Coldstream Wealth Management (“Coldstream”) announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously......
Singapore FinTech STACS Partners CSOP Asset Management As Blockchain Platform Provider for OTC Derivatives Trade Processing
Blockchain Digital Asset Management Fintech News

Singapore FinTech STACS Partners CSOP Asset Management As Blockchain Platform Provider for OTC Derivatives Trade Processing

Fintech News Desk
by Fintech News Desk0
Platform eliminates and streamlines bespoke trade matching parameters, resolving trade exceptions in real-time for asset managers CSOP Asset Management Pte. Ltd. (‘CSOP’) and leading Singapore FinTech firm, Hashstacs Pte Ltd (‘STACS’) announced the completion of their Over-the-Counter (‘OTC’) Derivatives Trade Processing prototype, built by STACS on its Distributed Ledger Technology......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
Genpact Partners with Claim Genius to Future Proof Claims Management for P&C Insurers
InsurTech News

Genpact Partners with Claim Genius to Future Proof Claims Management for P&C Insurers

Fintech News Desk
by Fintech News Desk0
Partnership leverages AI, Data and Analytics to create a seamless ecosystem that makes the promise of touchless claims a reality Genpact, a global professional services firm focused on delivering digital transformation, announced its Claims Manager platform is now integrated with Claim Genius, the insurance industry’s full-service, AI-based claims solution for auto insurance,......
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