Search Results for: wealth management technology

Varo Bank Introduces Two New Financial Products
Banking News

Varo Bank Introduces Two New Financial Products

Fintech News Desk
by Fintech News Desk0
With Varo, Americans find an innovative way to reduce money worries and take control of finances from a bank that has built a fully integrated system to support successful money management instead of encouraging spending and growing debt. Varo Bank, N.A., the first nationally-chartered consumer tech bank in the U.S.,......
Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings
Digital Payments News

Altoo and Divizend Launch Automated Dividend Payment Forecasting Feature for Security Holdings

PR Newswire
by PR Newswire0
New Altoo Wealth Management Platform feature optimizes future cash flow assessment and liquidity Altoo AG, a fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth, and Divizend GmbH, a technology company that develops solutions for dividend investments and related tax issues, have announced......
The Gershman Group Partners with LPL's New PWM Platform
Fintech News

The Gershman Group Partners with LPL’s New PWM Platform

PR Newswire
by PR Newswire0
The new platform, blending independence with employee benefits, represents a game-changer in the industry, positioning LPL as a formidable competitor against the likes of UBS, Morgan Stanley, and Merrill Lynch. Roger Gershman of The Gershman Group who is known to represent the who’s-who of elite advisors for both banks and independents believes LPL’s launch......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Xponance Alts Solutions Announces Strategic Investment in The Copia Group
Investment Services News

Xponance Alts Solutions Announces Strategic Investment in The Copia Group

PR Newswire
by PR Newswire0
This partnership provides Copia with the financial strength and resources of XAlts to further grow and diversify its investment platform, enhance its capabilities in private credit investing, and expand its team and industry relationships. Xponance Alts Solutions (“XAlts”), a subsidiary of Xponance Inc, announced that it has entered into a......
Matsui Securities Adopts Broadridge's Post Trade Solution to Drive Stock Lending Efficiency
Fintech News

Matsui Securities Adopts Broadridge’s Post Trade Solution to Drive Stock Lending Efficiency

PR Newswire
by PR Newswire0
The modular cloud-based solution will open new markets and reduce maintenance burden and complexity Matsui Securities Co., Ltd., one of Japan’s top online securities brokers, has selected global Fintech leader Broadridge Financial Solutions, Inc.’s cloud based SaaS post-trade processing solution to drive operational efficiency in its stock lending business. System integrator Intelligent Wave will develop......
CoinDesk Unveils Consensus Hong Kong 2025
Cryptocurrency News

CoinDesk Unveils Consensus Hong Kong 2025

PR Newswire
by PR Newswire0
Consensus serves as a platform for the most critical conversations among industry leaders around the globe on digital assets, blockchain, and Web3. Set to occur from February 19 to February 20, 2025, at the Hong Kong Convention & Exhibition Centre, this marks the first time the Consensus will be held......
Ocrolus Partners With Envestnet | Yodlee
Analytics Fintech News

Ocrolus Partners With Envestnet | Yodlee

Fintech News Desk
by Fintech News Desk0
Through the partnership, Ocrolus technology will enable Envestnet | Yodlee customers to gather financial data from uploaded documents, such as bank and income statements to supplement data from digital sources. Ocrolus, an AI-driven financial document automation and analysis firm, and Envestnet | Yodlee, a data aggregation and analytics platform, announced......
Healthee Secures $32 Million Series A Funding
Fintech Funding News

Healthee Secures $32 Million Series A Funding

Fintech News Desk
by Fintech News Desk0
The $32 million in funding will facilitate the strategic scaling of operations, accelerate product development, and support expansion initiatives redefining the healthcare landscape through innovative, AI-driven technology solutions. Healthee, a healthcare tech company, announced the successful completion of its Series A funding round, co-led by Fin Capital, Glilot Capital Partners,......
StratiFi Announces Strategic Partnership With iQUANT
News Risk Management

StratiFi Announces Strategic Partnership With iQUANT

PR Newswire
by PR Newswire0
Alliance Provides Added Value to Mutual Customers, Offering Access to Bespoke iQUANT Risk Management Strategies and Investment Models on StratiFi StratiFi to Add Model Marketplace for Advisors to Gain Access to More Signal and Investment Research Providers StratiFi – a fast-growing risk management platform that provides wealth management firms and industry......
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