Search Results for: wealth management technology

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Fintech News

Addepar Appoints Ruchir Swarup as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Former BlackRock executive brings more than 20 years of global experience to head up technology at Addepar Addepar, a leading technology platform for wealth management, announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the world’s largest......
The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders
Fintech Fintech Funding Investment Services Lifestyle News

Fund Management Companies Enjoy Significant Followings on Alipay Open Digital Lifestyle Platform

Fintech News Desk
by Fintech News Desk0
Alipay, the world’s leading open digital lifestyle platform, revealed that 82 fund management companies in China have collectively attracted over 120 million followers on their official corporate accounts on Alipay as of June 9, 2020. Further, 128 of 143 fund management companies in China are now offering products and services......
Objectway Wins XCelent Depth of Service Award in Celent "Wealth Management Client Onboarding Platforms" Report
Fintech Investment Services News

Objectway Wins XCelent Depth of Service Award in Celent “Wealth Management Client Onboarding Platforms” Report

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the software and services for the Digital Wealth & Investment Management sector, won the XCelent award for the leading Depth of Service score in Celent report “Wealth Management Client Onboarding Platforms.” This report examined eight major vendors offering digital onboarding capabilities in Europe and North America, focusing on trends, technology and functionalities, and client......
Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth
Banking Fintech News

Global Tier One Bank, Itaú Private Bank International, from Itaú Unibanco Group, Selects Temenos SaaS to Power its International Banking Operations on a Single Wealth Management Platform

Fintech News Desk
by Fintech News Desk2
Temenos, the banking software company, announced that Banco Itaú (Suisse) SA and Banco Itaú International, affiliates belonging to one of the world’s largest private bank groups, Itaú Unibanco Holding SA (Itaú), have extended their relationship with Temenos to rapidly deploy Temenos Infinity Wealth and Temenos Transact on Temenos SaaS. Temenos’......
Morgan Stanley to Acquire Eaton Vance
Capital Markets Fintech News

Morgan Stanley to Launch Wealth Management in Canada as Part of Its Leading Workplace Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley announced its plan to launch Morgan Stanley Wealth Management Canada, a full-service wealth management offering to complement the existing Shareworks by Morgan Stanley stock plan administrative services it provides to executives and employees who reside in Canada (subject to regulatory approval). Morgan Stanley has selected Canaccord Genuity as......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
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Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
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