Search Results for: wealth manager

SRM Releases Report on BNPL Services and Why It Matters for Financial Institutions
Finance News

SRM Releases Report on BNPL Services and Why It Matters for Financial Institutions

Fintech News Desk
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, manufacturing, retail, and other industries across the U.S. and Europe, released its most recent report, “Buy Now, Pay Later: What’s Old is New Again in Payment Choices.” “While the BNPL models are still being shaped, consumers have demonstrated a......
iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
Prelim Provides Enhanced Capabilities For Financial Institutions Through Seamless Integration With Fintech Providers
Fintech News

Prelim Provides Enhanced Capabilities For Financial Institutions Through Seamless Integration With Fintech Providers

Fintech News Desk
Recognizing the growing need for strong, streamlined connections to financial services for new customer and member onboarding, Prelim is leading the fintech space with another innovation. A fintech provider optimizing customer-driven banking experiences for financial institutions, Prelim announced the release of its platform’s new app store, which helps connect Prelim customers......
Hamilton Lane Joins Latest Round of Funding for Private Market Exchange ADDX
Fintech Funding News

Hamilton Lane Joins Latest Round of Funding for Private Market Exchange ADDX

Fintech News Desk
Investment underscores the firm’s commitment to broadening access to the private markets through innovative technology solutions  Hamilton Lane announced its participation in the latest funding round for Singapore-based digital private market exchange ADDX, highlighting the firm’s commitment to providing private market investments to the non-institutional channel through innovative technology solutions. The investment follows......
Klevu Partners with BigCommerce to Provide Enterprise Ecommerce Operators with Single Inventory View
E-commerce News

Klevu Partners with BigCommerce to Provide Enterprise Ecommerce Operators with Single Inventory View

Fintech News Desk
New compatibility helps enterprise retail businesses scale faster and more easily with the creation and management of multiple storefronts within a single BigCommerce store Klevu is pleased to announce compatibility with BigCommerce Multi-Storefront, a new feature that helps enterprise retail businesses new to BigCommerce, scale smarter and grow faster by......
Bank of America to More Than Double Electrify America Ultra-Fast Charging Stations at Financial Centers
Banking Finance News

Bank of America to More Than Double Electrify America Ultra-Fast Charging Stations at Financial Centers

Fintech News Desk
Over 90 financial center locations will offer electric vehicle (EV) charging by the end of 2023 Bank of America and Electrify America announced plans to more than double the number of financial centers equipped with electric-vehicle (EV) charging stations by the end of 2023. As of the beginning of this......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
iCapital Secures Three Patents for Innovations in Alternative Investing Technology
Fintech Investment Services News

iCapital Secures Three Patents for Innovations in Alternative Investing Technology

Fintech News Desk
New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has been awarded three patents for technological advances in data......
Sheenam Ohrie to lead India Operations for Broadridge
Finance News

Sheenam Ohrie to lead India Operations for Broadridge

Fintech News Desk
Global Fintech leader Broadridge Financial Solutions, Inc. has announced the appointment of Ms. Sheenam Ohrie as the Managing Director of Broadridge India. Ms. Ohrie succeeds Laxmikanth Venkatraman who became Chairman of Broadridge India. Ms. Ohrie joined Broadridge in September 2021 as the Chief Operating Officer for India and brings close to three......
Foreside Acquires Cipperman Compliance Services
News Risk Management

Foreside Acquires Cipperman Compliance Services

Fintech News Desk
Foreside continues to strengthen its outsourced CCO capabilities and complements its distribution solutions with latest acquisition Foreside Financial Group, LLC, a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset management industry, announced its acquisition of Cipperman Compliance Services (CCS), a......
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