Search Results for: wealth management technology

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Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Fintech Mobile Banking News

Radius Bank Launches Goals-Based Savings Platform Through Partnership with Harvest Savings & Wealth Technologies

Fintech News Desk
by Fintech News Desk0
Radius Bank, a forward-thinking digital bank, announced its deployment of Goalkeeper, an automated goals-based savings solution integrated within Radius Bank’s online and mobile banking channels. Goalkeeper is launched in partnership with leading fintech solution provider Harvest Savings & Wealth Technologies. Goalkeeper allows clients to set and automatically fund any financial goal,......
Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
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Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
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Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
Business Fintech News Risk Management

corfinancial Inks Partnership With Technology Consultancy F2 Strategy

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com "Wealthies" Industry Awards
Fintech News Trading

TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com “Wealthies” Industry Awards

Fintech News Desk
by Fintech News Desk0
TradingFront, an innovative technology and unified custodian solution for independent RIAs, announced that the company has been selected as a Finalist in two categories for the 2020 “Wealthies” – the yearly WealthManagement.com Industry Awards Event – by a judging panel of industry experts in a highly competitive review process. Over......
Options Appoints Former Finastra Head of Sales To Management Team
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Options Appoints Former Finastra Head of Sales To Management Team

Fintech News Desk
by Fintech News Desk0
Options, the leading managed service and IT infrastructure provider to the global capital markets industry, announced the appointment of former Finastra Head of UK Hedge Funds and Overall Buy-side for the Nordics, Nick Palmer, to its management team. Nick joins Options as a Sales Director where he will be responsible......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
by Fintech News Desk0
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
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