Search Results for: wealth management technology

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
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Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management
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Income Solver Platform Launches the First Retirement Income Marketplace of Solutions Including Model Portfolios, Annuities, Bonds, and Cash Management

Fintech News Desk
by Fintech News Desk0
Retiree, Inc. is announcing the launch of the first retirement income “decumulation” model portfolio marketplace. The new resource for financial advisors combines the award-winning Income Solver platform with a marketplace of solutions including model portfolios, annuities, bonds, and cash alternatives. Financial advisor adoption of model portfolios has been significant. Envestnet, Orion,......
Wealthcare Expands Business Development Team with Two Key Additions
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Wealthcare Expands Business Development Team with Two Key Additions

Fintech News Desk
by Fintech News Desk0
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, announced the addition of Michael Murray and Thomas Roberts to its business development team. Both Murray and Roberts join the firm in the position of Senior Vice President of Wealth Management, focusing on......
Alternative Asset Investing Leader Rally Adds Former Robinhood Executive To Management Team
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Alternative Asset Investing Leader Rally Adds Former Robinhood Executive To Management Team

Fintech News Desk
by Fintech News Desk0
Rally continues to build C-Suite depth with the addition of Nili T. Moghaddam, a veteran fintech startup lawyer Rally, the creators of the fractional alternative investing platform that democratized investments in rare, one-of-a-kind collectibles, today announced the hire of Nili T. Moghaddam, the company’s first General Counsel. On the heels......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
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Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
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Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform
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FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform

Fintech News Desk
by Fintech News Desk0
Investment will drive product development, entry to new markets and grow the executive team FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, today announced that it has closed a $12 million Series A funding round. The financing is being led by Team8 and existing investors Blumberg Capital and LionBird Ventures. Read More:......
Broadridge Launches Wealth Lending Network Marketplace
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Broadridge Launches Wealth Lending Network Marketplace

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, has launched a Wealth Lending Network marketplace to connect wealth managers to banks and other financial services institutions. The marketplace will enable wealth managers of all sizes to offer Securities-Based Lending (SBL) services to their clients using Broadridge’s end-to-end SBL technology......
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
Fintech News

SIX Adds Wealth Management APIs to the b.Link Open Banking Platform

Fintech News Desk
by Fintech News Desk0
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase The association created by industry representatives agreed the common API standards last December. The wealth management......
Aurora Payments Appoints New Chief Technology Officer
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Aurora Payments Appoints New Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Doug Hardman appointed to Aurora’s executive leadership team as CTO Aurora Payments, a leading Full-Service Provider (FSP) in the payments industry, is pleased to announce the appointment of Doug Hardman as Chief Technology Officer. Doug oversees Aurora’s technology solutions and software development teams and will directly influence the custom software......
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