Search Results for: wealth manager

Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Artificial Intelligence Fintech Investment Services News

As Countries Sign Historic Peace Treaty, Israeli Fintech Startup Fintica Secures First of Its Kind Strategic Investment from Emirati Corporate Investor

Fintech News Desk
by Fintech News Desk0
UAE-based Mohammed Al Beloushi, CEO of Barker and Booth Commercial Agency LLC, to lead strategic investment in Israeli startup Fintica, launching partnership to develop Fintica’s activity in the UAE. Fintica’s next generation AI enhances predictive analytics for wealth and asset managers, hedge fund, financial markets infrastructure and global data vendors.......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech News

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
Bardin Hill Elevates Operations with SS&C Technologies
Fintech Investment Services News

Bardin Hill Elevates Operations with SS&C Technologies

Fintech News Desk
by Fintech News Desk0
Credit manager selects Eze OMS for trading, upgrades Geneva® for portfolio accounting SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Bardin Hill Investment Partners, a credit-focused investment management firm with more than $8.5 billion in assets under management, has chosen Eze OMS to manage its fixed income strategies. The firm also implemented the......
Sapiens Launches IDIT Go, a Cloud-Based, 'Plug 'n Play' P&C / General Insurance Solution I
Fintech News

Sapiens Strengthens Presence in DACH Region with New Hire

Fintech News Desk
by Fintech News Desk0
Insurance Industry Expert Mathias Harrassowitz Brings Over 20 Years of Experience to Bear as New Regional Director Sapiens International Corporation, (NASDAQ: SPNS) (TASE: SPNS), a leading global provider of software solutions for the insurance sector, announced today that industry veteran Mathias Harrassowitz has joined the company as Regional Director DACH.......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
4-CT and United Way of Central and Northeastern Connecticut Select Usio to Help Provide Relief to Connecticut Residents Affected by the COVID-19 Pandemic
Fintech News

Usio Announces Appointment of Ernesto Beyer to its Board of Directors

Fintech News Desk
by Fintech News Desk0
Usio, Inc. (Nasdaq: USIO), an integrated electronic payment solutions provider, today announced the appointment of Ernesto Beyer to its Board of Directors, effective August 29, 2020. Mr. Beyer will serve as a member of the Company’s Audit, Compensation, and Nominations and Corporate Governance Committees. Mr. Beyer will replace Mr. Miguel......
Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management
Business Fintech News

Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management

Fintech News Desk
by Fintech News Desk0
Fintech veterans to lead product and revenue growth strategy Yieldstreet, the digital wealth management platform, announced the addition of two senior finance and technology industry veterans to help lead the company’s revenue growth strategy. Mathew Keshav Lewis will serve as Chief Revenue Officer and General Manager of Investments, and Sylvain......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
by Fintech News Desk0
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
1