Search Results for: wealth management technology

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments
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Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments

Fintech News Desk
by Fintech News Desk0
wealthpilot taps the full potential of wealth management for end custom- ers, wealth managers and banks – with this goal in mind, wealthpilot has created the financial home of the future for customers of wealth managers, banks and insurance companies. In order to further develop the software-as-a-service platform (SaaS), the......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

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 Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
Vise Appoints Former Dropbox Executive As Chief Technology Officer
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Vise Appoints Former Dropbox Executive As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Andrew Fong Brings Experience from Dropbox, YouTube and AOL to Drive the Technical Leadership at the AI-Powered Investment Management Platform Vise, the AI-powered investment management platform built for the modern financial advisor, announced today the appointment of Andrew Fong as Chief Technology Officer to lead Vise’s technical roadmap through the company’s next......
Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management
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Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management

Fintech News Desk
by Fintech News Desk0
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Terrapin Technologies today announced a new trade surveillance solution in partnership with Wintrust Wealth Management. The trade surveillance solution provides compliance departments the capability to monitor sales......
CAIS-Expands-Board-of-Directors-with-Technology-Leadership
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CAIS Expands Board of Directors With Technology Leadership

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, today announced Ellen Levy and Neal Pawar have joined the company’s Board of Directors. The expanded Board of Directors brings deep industry expertise in technology and innovation, amplifying strengths of current board members and the CAIS leadership team. Read More: BitGo Announces $16 Billion in......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
eToro Executive Assumes CTO Role with INX
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INX Management Joined By Former Playtech CMO And M1 Finance Compliance Officer

Fintech News Desk
by Fintech News Desk0
INX Limited, the blockchain-based platform for trading digital securities and cryptocurrencies in accordance with SEC, FINRA and EU regulations, announced the appointment of Itai Avneri as Chief Operating Officer (COO) and Jon Rios as Chief Compliance Officer (CCO). Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with......
Goldman Sachs Announces New Digital Wealth Management Service Offering – ‘Marcus Invest’
Banking Fintech Investment Services News

Goldman Sachs Announces New Digital Wealth Management Service Offering – ‘Marcus Invest’

Fintech News Desk
by Fintech News Desk0
Goldman Sachs, an American multinational investment bank and financial services company headquartered in New York City, has begun internal testing of digital wealth management services for main street investors. Read More: Tuvalu Embarks On World’s First National Digital Ledger And Infrastructure Project On Bitcoin SV The service is called Marcus......
Simplify Asset Management to Announce Four New Exchange-Traded Funds: Fintech, Pop Culture, RoboCar and Cloud/Cybersecurity
Capital Markets Fintech News Risk Management Trading

Simplify Asset Management to Announce Four New Exchange-Traded Funds: Fintech, Pop Culture, RoboCar and Cloud/Cybersecurity

Fintech News Desk
by Fintech News Desk0
Paul Kim and David M. Berns, Ph.D, co-founders of Simplify Asset Management (“Simplify”) have announced the launch of four new bleeding-edge ETFs in the following areas: financial technology, pop culture and media, robotic cars and clean energy along with cloud and cybersecurity. Read More: Extend Reaches New Heights In 2020......
MyVest-Announces-Key-Enhancements-to-SPS-Wealth-Management-Enterprise-Platform
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MyVest Announces Key Enhancements to SPS Wealth Management Enterprise Platform

Fintech News Desk
by Fintech News Desk0
MyVest, a leading provider of unified wealth management technology, has announced major upgrades to its enterprise platform, the Strategic Portfolio System (SPS). Read More:  PPS Goes Green with Exceet to Power Sustainable Cards for the Fintech Industry These enhancements represent the culmination of a period of sustained investment and center......
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