Search Results for: wealth manager

CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds
Fintech Fintech Funding Investment Services News

CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
CFRA, one of the world’s largest providers of independent investment research, announced the release of a new data product focused on Canadian-listed Exchange Traded Funds (ETFs) that provides CFRA clients with the same level of detail the firm has long made available covering the U.S. ETF landscape. Read More: GlobalFintechSeries......
Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios
Capital Markets Fintech Investment Services News

Personal Capital Reaches Milestone of $1 Billion Assets Managed In ESG Portfolios

Fintech News Desk
by Fintech News Desk0
 Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, announced today a major milestone since the introduction of its Socially Responsible Personal Strategy Investment portfolios: reaching $1 billion assets under management since the portfolios’ inception in 2018. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
by Fintech News Desk0
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers
Fintech News Robotic Process Automation

Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers

Fintech News Desk
by Fintech News Desk0
Industry research firm T3 Sixty analyzed data on more than 30,000 real estate agents over a two year period In a newly released study from T3 Sixty, one of the industry’s leading management consultancy and research companies, data reveals that real estate firms who provided the Adwerx Listing Ad Automation Platform to......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
One Touch Video Banking Launches New Release 5.0
Business Fintech News

SS&C Technologies to Acquire Innovest Systems

Fintech News Desk
by Fintech News Desk0
Strategic acquisition will complement SS&C services for trust companies SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has entered into a definitive agreement to acquire Innovest Systems for a total consideration of $120 million. New York-based Innovest builds systems for trust accounting, payments and unique asset servicing on modern, web-based technology. The purchase......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
1