Search Results for: wealth management technology

National Education Association Member Benefits Announces NEA Smart Money Accounts, Powered by Investor Cash Management, Visa ®, and PIMCO
Banking Fintech News

National Education Association Member Benefits Announces NEA Smart Money Accounts, Powered by Investor Cash Management, Visa ®, and PIMCO

Fintech News Desk
by Fintech News Desk0
NEA Members now have access to a unique cash management account with the flexibility to save, invest, and spend NEA Member Benefits (NEA MB) announced today it is offering a new cash management account (CMA) in partnership with Investor Cash Management (ICM) that integrates saving, investing, and spending. The NEA......
Global Financial Firms Agree Automation, Remote Collaboration, Cloud, and Data Analytics are Biggest RegTech Priorities Following COVID-19 Pandemic
Banking Digital Fintech News

Aperture Launches Wealthtech Vendor Evaluation Software

Fintech News Desk
by Fintech News Desk0
aperture, the Swiss strategy consultancy, today launches its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry. The Market Map has been introduced to address the shortcomings of conventional vendor evaluations.......
CINC Systems Announces New Vice President of Business Development to Further Grow Paygami's Footprint in the Banking Industry
Artificial Intelligence Business Fintech Machine Learning News

Socure Names Rong Cao SVP, technology

Fintech News Desk
by Fintech News Desk0
Socure, the leader in Day Zero identity verification, today announced the appointment of Rong Cao as its new Senior Vice President of Technology. Cao, a seasoned industry veteran, brings more than 15 years experience of launching mission-critical enterprise and consumer products and services within security, media advertising, device management and......
Banking Capital Markets Fintech Investment Services News Risk Management

Quisitive Engages Adrian Martinez to Assist in the Development of LedgerPay’s Risk Management Program

Fintech News Desk
by Fintech News Desk0
Quisitive Technology Solutions Inc. , a premier Microsoft Solutions Provider, announced today that it has retained banking and financial technology (“fintech”) industries expert Adrian Martinez as an advisor to the development of Quisitive’s LedgerPay risk management program. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens Mr.......
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Wealth Management Apps that are Making a Difference in the Financial Management Market

Fintech News Desk
by Fintech News Desk0
Wealth or money managements apps are applications built with software that helps users track spending, stay updated and view their bank balance and analyse spending habits. These apps also help users make difficult banking decisions based on the data gathered from bank accounts. Users can use these apps remotely from......
Online Fundraising Platform BetterWorld Grew Over 7,000% in 2020, Making it One of the Fastest Growing Startups in the Country
Banking Fintech Investment Services News Risk Management

Private Wealth Systems Adds $100 Billion in Family Office Assets to its Consolidated Investment Reporting Platform

Fintech News Desk
by Fintech News Desk0
Private Wealth Systems, a global financial technology company providing software and services to family offices, ultra-high net worth individuals, and asset managers, announced record client growth in 2020, adding over $100 billion in net new assets. Expansion was driven by the urgent need among those with complex investment portfolios to......
Built Raises $88 Million to Power the Future of Construction Finance
Banking Fintech Fintech Funding News

InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses to Create a Financial Technology Leader With a SaaS Global Wealth Solutions Platform Having Over $4 Trillion in Assets

Fintech News Desk
by Fintech News Desk0
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute......
Motive-Partners-_-Clearlake-Capital-Invest-for-Growth-in-Next-Generation-SaaS-Wealth-Solutions-Platform-with-InvestCloud
Banking Fintech Investment Services News

Motive Partners & Clearlake Capital Invest for Growth in Next Generation SaaS Wealth Solutions Platform with InvestCloud

Fintech News Desk
by Fintech News Desk0
Motive Partners (“Motive”), a specialist private equity firm focused on growth and buyout investments in enterprise financial services software companies, and Clearlake Capital Group, L.P. (“Clearlake”), a sector-focused investor that partners with world-class management teams by providing patient, long-term capital to dynamic businesses, today announced that they have acquired InvestCloud,......
RobustWealth-Enhances-Online-Financial-Planning-Experience
Business Fintech News Risk Management

RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
by Fintech News Desk0
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
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Banking Fintech News

Temenos Extends Partnership With Schroders for Wealth Front Office

Fintech News Desk
by Fintech News Desk0
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business. Schroders Wealth Management will deploy the state-of-the-art portfolio management system on its existing Temenos Transact core banking platform to provide intuitive and......
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