Search Results for: wealth manager

Motive-Partners-_-Clearlake-Capital-Invest-for-Growth-in-Next-Generation-SaaS-Wealth-Solutions-Platform-with-InvestCloud
Banking Fintech Investment Services News

Motive Partners & Clearlake Capital Invest for Growth in Next Generation SaaS Wealth Solutions Platform with InvestCloud

Fintech News Desk
by Fintech News Desk0
Motive Partners (“Motive”), a specialist private equity firm focused on growth and buyout investments in enterprise financial services software companies, and Clearlake Capital Group, L.P. (“Clearlake”), a sector-focused investor that partners with world-class management teams by providing patient, long-term capital to dynamic businesses, today announced that they have acquired InvestCloud,......
Temenos-extends-partnership-with-Schroders-for-wealth-front-office
Banking Fintech News

Temenos Extends Partnership With Schroders for Wealth Front Office

Fintech News Desk
by Fintech News Desk0
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business. Schroders Wealth Management will deploy the state-of-the-art portfolio management system on its existing Temenos Transact core banking platform to provide intuitive and......
Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments
Banking Fintech News

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments

Fintech News Desk
by Fintech News Desk0
wealthpilot taps the full potential of wealth management for end custom- ers, wealth managers and banks – with this goal in mind, wealthpilot has created the financial home of the future for customers of wealth managers, banks and insurance companies. In order to further develop the software-as-a-service platform (SaaS), the......
RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers
Business Fintech News

RocketDocs and Door Announce New Integration, Streamlining Digital Information Exchange for Asset Managers

Fintech News Desk
by Fintech News Desk0
RocketDocs and Door have collaborated on a new service which allows asset managers to streamline the information exchange with their clients while finding greater efficiencies in overall data management. Door will now monitor RocketDocs for live updates to information on asset managers’ investment strategies, which are then sent in real......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
TrueLayer Hires Ben Foster From Checkout.com As VP of engineering
Business Fintech News

TrueLayer Appoints Jamie Morton as UK Country Manager

Fintech News Desk
by Fintech News Desk0
TrueLayer, the leading technology company building financial infrastructure that’s open to everyone, has announced that Jamie Morton has joined the firm as UK Country Manager. Read More: XP Inc. Acquires Riza M&A A highly experienced commercial manager and payments specialist, Jamie will define and manage commercial strategy in the UK,......
MyVest-Announces-Key-Enhancements-to-SPS-Wealth-Management-Enterprise-Platform
Business Fintech Investment Services News Trading

MyVest Announces Key Enhancements to SPS Wealth Management Enterprise Platform

Fintech News Desk
by Fintech News Desk0
MyVest, a leading provider of unified wealth management technology, has announced major upgrades to its enterprise platform, the Strategic Portfolio System (SPS). Read More:  PPS Goes Green with Exceet to Power Sustainable Cards for the Fintech Industry These enhancements represent the culmination of a period of sustained investment and center......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
Skience-Accelerates-Growth-Strategy-with-Appointment-of-WealthTech-Visionary-Kyle-Van-Pelt-as-Executive-Vice-President_-Sales
Business Fintech News

Skience Accelerates Growth Strategy With Appointment Of WealthTech Visionary Kyle Van Pelt As Executive Vice President, Sales

Fintech News Desk
by Fintech News Desk0
Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, today announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New Payments Platform Mr. Van Pelt’s responsibilities include......
Fintech News Risk Management

LogicManager Delivers Next Generation Product

Fintech News Desk
by Fintech News Desk0
LogicManager, the leader in enterprise risk management (ERM) software, again redefines the category and sets the bar high for the industry. Staying true to its roots of a purpose-built solution for practitioners designed by practitioners, their transformed platform supports a host of new capabilities to help customers at all stages......
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