Search Results for: wealth manager

Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Broadridge and IntraFi Partner to Offer Securities-Based Lending
Lending News

Broadridge and IntraFi Partner to Offer Securities-Based Lending

Fintech News Desk
by Fintech News Desk0
Partnership provides IntraFi’s 3,000 network members access to Broadridge’s best-in-class SBL technology and participation in its Wealth Lending Network Amid an increased demand for wealth lending generally and securities-based lending (SBL) specifically, global Fintech leader, Broadridge Financial Solutions, Inc. announced a partnership with IntraFi to offer a streamlined securities-based lending service for......
Banking Executives Report Lacking Proactive Fraud Prevention Approach
Banking Fintech News Security

Banking Executives Report Lacking Proactive Fraud Prevention Approach

Fintech News Desk
by Fintech News Desk0
Transaction Data and Customer-Abuse Scoring Seen as Insufficient to Accomplish Goals While a comprehensive fraud management program is essential to mitigating risk and driving growth, a new survey finds that executives at some US financial institutions are at odds on whether their strategies are sufficiently proactive. Specifically, the survey of 105 decision......
Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital
Cryptocurrency Digital Asset Management News

Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital

Fintech News Desk
by Fintech News Desk0
The Funds Will Contribute to the Launch of Bitwave Institutional, an Accounting and Compliance Platform for Financial Services Firms Using Digital Assets Bitwave, the first enterprise-focused digital asset finance platform designed to manage the intersection of cryptocurrency tax, accounting, and compliance, announced that it has closed a $15 million Series......
Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience
Finance Investment Services News

Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience

Fintech News Desk
by Fintech News Desk0
New capability personally matches clients with the right financial advisor InvestCloud, the global leader in financial digital transformation, announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology. Huntington is a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
FLX Networks Secures $10 Million in Strategic Investments, Led by Barings
Finance Investment Services News

FLX Networks Secures $10 Million in Strategic Investments, Led by Barings

Fintech News Desk
by Fintech News Desk0
Allianz Life Ventures and Broadridge Financial Solutions join asset manager, rounding out global investment in modernized model FLX Networks, the technology platform modernizing the engagement between asset and wealth management firms, announced a capital raise of $10 million. The growth equity round, which values the company at approximately $50 million, was......
Temenos Launches Carbon Emissions Calculator on Temenos Banking Cloud
Banking News

Temenos Launches Carbon Emissions Calculator on Temenos Banking Cloud

Fintech News Desk
by Fintech News Desk0
Temenos calculates carbon emissions of its own cloud operations to help banks in their race for net zero Temenos announced the availability of a carbon emissions calculator – one of the industry’s first – giving its customers deeper insight into carbon emissions data associated with their consumption of Temenos Banking Cloud services.......
Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy
Finance Investment Services News

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Sequoia Financial Group, an SEC-registered wealth management firm with approximately $10 billion in client assets, announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under terms of the agreement, Valeas is committing more than $200......
State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
Fintech Investment Services News

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

Fintech News Desk
by Fintech News Desk0
State Street  announced that FundGuard has been selected to serve as a strategic accounting solution for State Street Alpha. FundGuard is a highly scalable cloud-native investment accounting, fund accounting, and contingency NAV solution. The FundGuard accounting solution will be integrated for straight through processing from portfolio management and trading in......
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