Search Results for: wealth management technology

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Banking Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 24 February

Fintech Analyst
by Fintech Analyst0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Financial Software Ltd. Appoints New Managing Director
B2B News

Financial Software Ltd. Appoints New Managing Director

Fintech Analyst
by Fintech Analyst0
Financial Software Ltd. (FSL) has announced the appointment of Michael Edwards as its new Managing Director. The firm offers specialist investment tax solutions and has a proven track record for developing market-leading products since 1994, including the industry’s award-winning capital gains calculator CGiX. Michael joined FSL eight years ago as......
Applied Real Intelligence (“A.R.I.”) Launches Venture Debt Opportunities Fund for Qualified Clients
Fintech Investment Services News

Applied Real Intelligence (“A.R.I.”) Launches Venture Debt Opportunities Fund for Qualified Clients

Business Wire
by Business Wire0
A.R.I.’s Fund Brings Exclusive Access to Wealth Advisors and Affluent Clients for First Time Applied Real Intelligence LLC (A.R.I.), an investment management company based in Los Angeles, has launched its A.R.I. Venture Debt Opportunities Fund for Qualified Clients in response to significant interest from Registered Investment Advisors (RIAs), wealth advisors,......
Dubai International Finance Centre Grows at Record-Breaking Pace
Finance News

Dubai International Finance Centre Grows at Record-Breaking Pace

PR Newswire
by PR Newswire0
Dubai International Financial Centre (DIFC), the Middle East, Africa and South Asia region’s leading global financial centre, continued to grow at record-breaking pace in 2022. Browse The Complete News About Fintech : Payments Vital for iGaming Player Acquisition and Retention – Paysafe Research The total number of active registered companies in DIFC grew to 4,377 in......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Analytics Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 21 February

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
QUODD Acquires Xignite to Capture Larger Portion of Cloud-Native Market Data Industry
Cloud Fintech News

QUODD Acquires Xignite to Capture Larger Portion of Cloud-Native Market Data Industry

Business Wire
by Business Wire0
The acquisition adds more than 500 market data APIs, covering millions of instruments across all asset classes, and elevates QUODD’s position as the premier technology firm powering global market data to the financial services ecosystem QUODD, a comprehensive market data-on-demand provider for the global financial services industry and a NewSpring......
AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack
Finance Investment Services News

AdvizorStack Adds Zephyr to Their Financial Advisor Tech Stack

Fintech News Desk
by Fintech News Desk0
Innovative financial tech stack designed to allow advisors to scale efficiencies and increase growth Zephyr, a subsidiary of Informa plc and a recognized leader in investment management technology for wealth managers and advisors, is now available within AdvizorStack’s innovative Financial Advisor Tech Stack. AdvizorStack is a connected dashboard that streamlines operations......
Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
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