Search Results for: wealth manager

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar
Banking News

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Fintech News Desk
by Fintech News Desk0
Professional wealth management software enhances portfolio performance reporting for domestic and international clients of U.S. Private Banking HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced that it has selected Addepar, a leading technology platform purpose built for investments, as its consolidated client performance reporting......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Banking News

FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together

Fintech News Desk
by Fintech News Desk0
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg. New Access’ award-winning private banking digital solutions and talent will further enhance FNZ’s transformational full service, end-to-end wealth management platform. FNZ, the global wealth management......
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
Finance Investment Services News

FIS Expands Wealth Offerings in the United Kingdom with New Pension Services

Fintech News Desk
by Fintech News Desk0
FIS has enhanced its wealth management solutions to include self-invested personal pension (SIPP) servicing in the U.K. with Quai Digital Enhancing its current infrastructure and services, Quai will utilize wealth management and service solutions from FIS to operate its savings and investment business. Financial technology leader FIS has announced it has enhanced......
Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management
Banking News

Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management

Fintech News Desk
by Fintech News Desk0
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview Jennifer Hawley has been promoted to the role of banking officer with Alpine Bank Wealth Management, where she will oversee client accounts in Ouray, Ridgway, Montrose and Delta. Jennifer joined the organization in 2019 and is based......
WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution
Banking News

WeLab Bank Launches GoWealth and Becomes Asia’s 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Fintech News Desk
by Fintech News Desk0
WeLab Bank the virtual bank dedicated to curating intelligent banking experience, announced that it had become Asia’s 1st purely-digital bank independent of traditional banking groups in major Asian markets to launch digital wealth advisory solution1 as its GoWealth Digital Wealth Advisory (GoWealth) rolled out to market today. Over the two-month trial period, the innovative solution......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Ontra Acquires FundFormer to Help Asset Managers Raise Funds Faster
Fintech Funding News

Ontra Acquires FundFormer to Help Asset Managers Raise Funds Faster

Fintech News Desk
by Fintech News Desk0
Acquisition Streamlines Fundraising Process while Delivering Superior Investor Experience Ontra, the leading provider of contract automation and intelligence for the world’s most prominent asset managers, announced the acquisition of FundFormer, a top electronic subscription document provider for fund managers and their investors. The acquisition will allow Ontra’s asset management customers......
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