Search Results for: wealth management technology

Vanguard Completes Acquisition Of Just Invest
Analytics Fintech News

Vanguard Completes Acquisition Of Just Invest

Fintech News Desk
by Fintech News Desk0
Vanguard announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest’s offerings, including direct indexing platform Kaleidoscope™, provide financial advisors with technology solutions that cater to their clients’ unique financial needs. The acquisition adds direct indexing, or personalized indexing, capabilities to......
Abra Partners with Leonie Hill Capital to Increase Access to Crypto Lending and High Yield Markets
Business Cryptocurrency News

Abra Partners with Leonie Hill Capital to Increase Access to Crypto Lending and High Yield Markets

Fintech News Desk
by Fintech News Desk0
Abra allows Asian institutions and consumers to leverage crypto as a liquid, mainstream asset class, providing secure custody, crypto lending, buying, trading, borrowing and the ability to earn interest Abra, a leading wealth management platform with functionality for buying, selling, trading and earning interest on cryptocurrencies, announced a new partnership......
Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants
Fintech Investments News

Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced a strategic investment and collaboration with California-based vWise, Inc. to integrate technology, predictive analytics, behavioral finance insights and a personalized investment solution designed to improve retirement outcomes in Defined Contribution (DC) Plans. Franklin Templeton’s patent-pending proprietary Goals Optimization Engine (GOETM), combined with vWise’s Experience Platform, will use real-time......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
Avaloq’s Acquisition by NEC Successfully Completed
Fintech Mobile Banking News

Avaloq’s Acquisition by NEC Successfully Completed

Fintech News Desk
by Fintech News Desk0
Avaloq, a Swiss-based global leader in digital banking solutions and wealth management technology, and Japan-based NEC Corporation announced the closing of NEC’s acquisition of Avaloq. Each being a market leader in their own field, the combination of their shared vision, technological strengths, and global presence, will accelerate both companies’ long-term......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
Airbase Demonstrates the Transformational Power of AI with the Launch of Touchless Accounts Payable
Artificial Intelligence Finance Fintech News Risk Management

Airbase Demonstrates the Transformational Power of AI with the Launch of Touchless Accounts Payable

Business Wire
by Business Wire0
AI-powered automation will save AP teams hours every week and will reduce payment fraud risk. Airbase, the leading procure-to-pay solution for mid-market and larger organizations, is excited to announce a new era in financial operations with its launch of AI-powered Touchless AP (accounts payable). Digital transformation remains a top priority......
Finvi Announces Partnership with Divinity Software as Velosidy Integrations Build
Finance Fintech News

Finvi Announces Partnership with Divinity Software as Velosidy Integrations Build

PR Newswire
by PR Newswire0
Finvi, the leading provider of enterprise technologies that streamline and accelerate revenue recovery for clients across the accounts receivable management (ARM) industry, today announced a new partnership with Divinity Software, which specializes in providing state-of-the-art software solutions that empower businesses to streamline customer engagement and optimize financial performance with their easy-to-use......
FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security
Compliance management News Security

FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security

PR Newswire
by PR Newswire0
Wealthtech Leader Delivers Peace of Mind Cybersecurity for Financial Advisors and Institutions FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company’s ongoing commitment to data security and privacy. This certification demonstrates FusionIQ’s......
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