Search Results for: wealth manager

GLP Financial Group Streamlines Operations with the Docupace Platform
Fintech News

GLP Financial Group Streamlines Operations with the Docupace Platform

Fintech News Desk
by Fintech News Desk0
Growing wealth manager to digitize new account opening and much more Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces that GLP Financial Group has selected the Docupace Platform to serve as the backbone of the company’s back office operations. The Farmington, Michigan-based wealth management provider......
Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform
Finance Investment Services News

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform

Fintech News Desk
by Fintech News Desk0
Neo Financial unlocks private wealth management for all Canadians Neo Financial announced that they are expanding their product line from spending, savings, and rewards, to reimagining investing with the addition of Neo Invest. Neo Invest will offer Canadians the first fully digital, actively managed investment experience that provides access to......
Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......
New Report: Digital Assets and Cryptocurrencies Will Become Mainstream Financial Tools
Commerce Cryptocurrency Digital Asset Management Featured

New Report: Digital Assets and Cryptocurrencies Will Become Mainstream in Hedge Funds

Sudipto Ghosh
by Sudipto Ghosh0
Cryptocurrencies and other forms of emerging digital assets are becoming popular among pension funds and insurance asset managers. These groups of financial services managers are increasingly becoming determined toward building and diversifying investment portfolios around the new generation of digital assets. By 2025, we could see a large number of......
iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies
Blockchain Cryptocurrency News

iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies

Fintech News Desk
by Fintech News Desk0
iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, has partnered with Golub Capital, a market-leading direct lender, to provide wealth managers on the iCapital platform with access to Golub Capital’s private credit strategies. “We look forward to working with......
Fidelity Investments Rolls Out New Features on Bond Trading Platform
News Trading

Fidelity Investments Rolls Out New Features on Bond Trading Platform

Fintech News Desk
by Fintech News Desk0
Bond Beacon, Fidelity Institutional’s Digital Fixed Income Trading Solution Accessible Through the Wealthscape Platform, Now Available to All Wealth Management Firms Fidelity Investments announced new features and expanded access to Fidelity Bond Beacon, a Fidelity Institutional solution designed to provide wealth management firms with a comprehensive platform to manage all......
Metria Network: Creating a Unique Unified Blockchain Infrastructure to Support Next-Gen dApps
Blockchain DeFi News

Metria Network: Creating a Unique Unified Blockchain Infrastructure to Support Next-Gen dApps

Fintech News Desk
by Fintech News Desk0
A truly unified, scalable, and affordable decentralized infrastructure for DeFi and NFT is soon to become a reality with Metria Network Metria Network, the much-awaited solution for the entire crypto industry will be within reach soon. The chain agnostic decentralized infrastructure is designed to meet the needs of new-age DeFi......
STP Investment Services Receives Growth Investment from Lovell Minnick Partners
Investment Services News

STP Investment Services Receives Growth Investment from Lovell Minnick Partners

Fintech News Desk
by Fintech News Desk0
Investment to allow STP to accelerate organic and inorganic growth plans STP Investment Services, an end-to-end, technology-enabled investment operations service provider that supports more than $340 billion in total assets, has received a significant growth investment from Lovell Minnick Partners, a private equity firm focused on investments in financial services,......
iCapital Expands Strategic Partnership With Bank of Singapore
Banking Fintech News

iCapital Expands Strategic Partnership With Bank of Singapore

Fintech News Desk
by Fintech News Desk0
Deal deepens iCapital’s relationship with one of the fastest growing Asian private banks and accelerates fintech firm’s growth across the APAC region iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that iCapital has acquired Bank of Singapore’s......
iCapital Leads Industry Consortium to Develop Distributed Ledger-Based Enhancements
Fintech News

iCapital Leads Industry Consortium to Develop Distributed Ledger-Based Enhancements

Fintech News Desk
by Fintech News Desk0
iCapital expects additional prominent partners will join initiative to develop technology model streamlining data sharing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a consortium to develop a distributed ledger-based solution for the alternative investment ecosystem. The......
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