Search Results for: wealth management technology

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......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
by PR Newswire0
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Paysafe Appoints Marianne Heiss as Non-Executive Director
Finance Fintech News

Paysafe Appoints Marianne Heiss as Non-Executive Director

Business Wire
by Business Wire0
Former CEO of BBDO Group Germany brings wide experience in finance, auditing, and brand building to Paysafe Board Paysafe Limited, a leading payments platform, today announced that it has appointed Marianne Heiss as a new independent non-executive board director and member of the Audit Committee effective today. Heiss joins as......
BNY Releases The Voice of Community Banks Survey
Finance Fintech News

BNY Releases The Voice of Community Banks Survey

PR Newswire
by PR Newswire0
The survey looked at the current state of community banks across the country—and the findings reveal what community banks need to stay competitive and help their communities thrive The Bank of New York Mellon Corporation, a global financial services company, released today the results of a 2024 survey of community......
Vitutrading.com: Pioneering AI-Driven Proprietary Trading Solutions
Artificial Intelligence Finance Fintech News Trading

Vitutrading.com: Pioneering AI-Driven Proprietary Trading Solutions

PR Newswire
by PR Newswire0
In the dynamic landscape of financial markets, Vitutrading.com is at the forefront of innovation as an AI-driven proprietary trading company. Dedicated to leveraging cutting-edge technology, Vitutrading.com provides sophisticated trading strategies and insights that empower investors to navigate complex market environments with confidence. In the dynamic landscape of financial markets, Vitutrading.com......
InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets
Artificial Intelligence Finance Fintech News

InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets

GlobeNewswire
by GlobeNewswire0
Initial customer implementations demonstrate InvestorFlow AI powered by Einstein and Agentforce Agent Actions has the potential to accelerate fundraising, optimize capital deployment, and increase investor engagement InvestorFlow, the industry leading cloud-based platform powering alternative investment firms, today announced the next step in its collaboration with Salesforce, focused on delivering joint......
Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product
Artificial Intelligence Fintech News

Jirav Announces Michael Morrison as CEO and Launches New Artificial Intelligence Forecasting Product

Business Wire
by Business Wire0
Jirav, a leading provider of financial planning and forecasting solutions for accounting, CFO Advisory Firms, and SMBs, is thrilled to announce the appointment of Michael Morrison as its new Chief Executive Officer. With a distinguished career spanning over 25 years in Corporate Performance Management (CPM) and supporting the Office of the CFO,......
ReconArt rolls out AI Assistant feature, redefining high-volume data reconciliation automation
Artificial Intelligence Finance Fintech News

ReconArt rolls out AI Assistant feature, redefining high-volume data reconciliation automation

PR Newswire
by PR Newswire0
ReconArt takes its transaction matching, account reconciliation and financial close management solutions to the next level of innovation with AI powered functionality, which is now available to current and future customers alike. ReconArt, a leading provider of financial reconciliation software, is excited to announce the introduction of ReconArt AI Assistant,......
1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios
Fintech Investment Services News Technology

1-ClickTrade Launches Phase 2, Expanding Platform to Support SMAs and Model Portfolios

PR Newswire
by PR Newswire0
1-ClickTrade, the innovative fintech company that has transformed investment management with its streamlined trading process, announced the launch of Phase 2 of its technology release . The company now supports model portfolios and separately managed accounts (SMAs) and, with orders capable of routing to major model marketplaces that support connectivity......
Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry's First Modular Platform to Unify Multiple Functions
Fintech Investment Services News

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry’s First Modular Platform to Unify Multiple Functions

PR Newswire
by PR Newswire0
Transforming risk management and improving operational efficiency, Broadridge is integrating several complex asset servicing functions into a single, streamlined solution To redefine the financial industry’s conventional approach to asset servicing (the range of administrative and operational functions that support the management and maintenance of investment assets), global Fintech leader Broadridge Financial......
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