Search Results for: wealth management technology

Franklin-Templeton_-Apex-Clearing-and-Bambu-Introduce-Tango-–-A-Scalable-Goals-Based-Wealth-Management-Tool-for-Advisors
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Franklin Templeton, Apex Clearing and Bambu Introduce Tango – A Scalable Goals-Based Wealth Management Tool for Advisors

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the introduction of Tango, a turnkey robo-advisor designed to empower advisors to provide personalized, goals-based wealth management at scale. The all-in-one solution is a collaboration between three industry leaders—Franklin Templeton, Bambu, and Apex Clearing. Franklin Templeton provides the personalized, goals-based portfolio management advice to advisors through......
Skience-Accelerates-Growth-Strategy-with-Appointment-of-WealthTech-Visionary-Kyle-Van-Pelt-as-Executive-Vice-President_-Sales
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Skience Accelerates Growth Strategy With Appointment Of WealthTech Visionary Kyle Van Pelt As Executive Vice President, Sales

Fintech News Desk
by Fintech News Desk0
Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, today announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New Payments Platform Mr. Van Pelt’s responsibilities include......
Socure Wins American Financial Technology Award for the “Best New Data and Data Services Technology” From WatersTechnology
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Socure Wins American Financial Technology Award for the “Best New Data and Data Services Technology” From WatersTechnology

Fintech News Desk
by Fintech News Desk0
DocV and Intelligent KYC solutions recognized for excellence at this year’s 2020 awards ceremony Socure, the leader in Day Zero identity verification, today announced that it has won the “Best New Technology Introduced over the Last 12 months – Data and Data Services” for its DocV and Intelligent KYC offerings, at this year’s American Financial......
Solera Announces Advances In Break-Through A.I. Solution Qapter, In Collaboration With Google Cloud, To Drive Speed, Savings And Scale In Automotive Claims Management
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Solera Announces Advances In Break-Through A.I. Solution Qapter, In Collaboration With Google Cloud, To Drive Speed, Savings And Scale In Automotive Claims Management

Fintech News Desk
by Fintech News Desk0
Innovative solution combines the latest cloud technology and computer vision to reinvent the claims workflow Solera Holdings, Inc. (“Solera” or the “company”), a global leader in risk and asset management data and software solutions for the insurance and automotive industries, today announced new updates regarding its revolutionary A.I.-based, end-to-end claims management platform,......
J.P. Morgan Asset Management agrees to acquire 55ip - a pioneer in delivering tax-smart investment strategies through model portfolios
Business Fintech News

J.P. Morgan Asset Management Agrees to Acquire 55ip – a Pioneer in Delivering Tax-Smart Investment Strategies Through Model Portfolios

Fintech News Desk
by Fintech News Desk0
55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management Acquisition signifies accelerating investment in and development of advanced technology for financial advisors J.P. Morgan Asset Management today announced that it has entered into a definitive agreement to acquire 55ip, a financial technology company......
Quontic Bank Hires Felix Todd As Chief Technology Officer
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Quontic Bank Hires Felix Todd As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Seasoned Executive Will Lead Enhancing Technology Efforts as Digital Bank Experiences Explosive Growth Quontic, the adaptive digital bank, is pleased to announce today that Felix Todd has joined the company as Chief Technology Officer (CTO). Todd was most recently with Regions Bank, one of the nation’s largest full-service providers of consumer and......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
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Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
Objectway-Delivers-Full-Client-Lifecycle-Management-At-Brewin-Dolphin
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Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW). Earlier this year, the wealth manager reported progress with technology modernisation in line with their digital strategy. Particular mention was made of......
Venminder
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Frost Bank Goes Live On Fi-Tek’s Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing......
G. Brint Ryan Appointed Chairman of Texas Task Force to Restart Economy
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Ryan Hires Sam Guevara As U.S. Tax Technology Practice Leader

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Sam Guevara has joined the Firm as U.S. Tax Technology Practice Leader, based in the Chicago office. Mr. Guevara brings a wealth of experience in leading a national team of professionals skilled in sales and use tax, property tax, value-added......
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