Search Results for: wealth management technology

SafeTree: Embedded Insurance - Huge Opportunity to Increase Insurance Penetration in India
InsurTech News

SafeTree: Embedded Insurance – Huge Opportunity to Increase Insurance Penetration in India

Fintech News Desk
by Fintech News Desk0
India has significant penetration gap in insurance cover across all sections of society. Insurance penetration for health and life insurance is less than 5% and further those having insurance policies, do not have adequate insurance as per their needs. One of the reasons for low penetration is high cost of distribution......
Allvue Systems Announces Strategic Partnership with Coefficient Markets
Investment Services News

Allvue Systems Announces Strategic Partnership with Coefficient Markets

Fintech News Desk
by Fintech News Desk0
Partnership will provide delivery of real time market data, liquidity, and execution to private debt and CLO managers integrated directly into Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with Coefficient Markets to provide liquid credit......
Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners
InsurTech News

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

Fintech News Desk
by Fintech News Desk0
Partnership with Management to Support Company’s Next Phase of Growth K2 Insurance Services, a leading independent specialty insurance program manager, announced that Warburg Pincus, a leading global growth investor, has agreed to acquire the company from Lee Equity Partners, LLC a growth oriented middle market private equity firm. The investment......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
Teampay Brings Total Funding to $65 Million with Latest Round Led by Fin Venture Capital
Fintech Funding News

Teampay Brings Total Funding to $65 Million with Latest Round Led by Fin Venture Capital

Fintech News Desk
by Fintech News Desk0
All-in-one purchasing platform announces latest raise of $47 million fueled by company’s strong growth Teampay, the all-in-one-purchasing platform, announced it raised $47 million in Series B funding led by existing investor Fin Venture Capital. New investors Mastercard, Proof Ventures, Trestle, and Espresso Capital supported the oversubscribed round, bringing Teampay’s total......
Finastra and Clinc Announce Collaboration to Boost Digital Engagement and Reduce Service Agent Workload
Artificial Intelligence Banking News

Finastra and Clinc Announce Collaboration to Boost Digital Engagement and Reduce Service Agent Workload

Fintech News Desk
by Fintech News Desk0
Clinc’s groundbreaking Virtual Banking Assistant app will be available as an integration within Finastra’s Fusion Digital Banking platform Finastra announced that Clinc, the leading conversational AI specialist serving global financial institutions, will deliver its Virtual Banking Assistant technology fully integrated within Finastra’s Fusion Digital Banking platform. The application enables Finastra’s bank......
nChain Appoints Patrick Prinz as new Chief Operations Officer
Blockchain News

nChain Appoints Patrick Prinz as new Chief Operations Officer

Fintech News Desk
by Fintech News Desk0
nChain, a global leader in blockchain research and development and delivery of blockchain solutions for enterprises and governments, announces the appointment of Patrick Prinz as its new Chief Operations Officer (COO). nChain is committed to the adoption of the Bitcoin (BSV) Blockchain by users on a global scale and provides technical and development......
UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry
Finance News

UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Work aims to increase low code technology adoption for solution development and app modernization at scale across the wealth management and financial services industry UST, a leading digital transformation solutions company, has announced that it is working  on solution development and go-to-market strategies targeting the financial services industry with Amazon......
nCino Appoints New Board Member
Banking Cloud News

nCino Appoints New Board Member

Fintech News Desk
by Fintech News Desk0
Co-founder and former CEO of Global Data Consortium, Bill Spruill, joins nCino’s Board of Directors nCino, a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that it has appointed William (Bill) Spruill to its Board of Directors. “Bill is a dynamic and entrepreneurial......
1