Search Results for: wealth manager

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Cleveland Browns Enhance Fan Experiences and Streamline Stadium Operations via Clover Sport
Digital Payments News

Cleveland Browns Enhance Fan Experiences and Streamline Stadium Operations via Clover Sport

Business Wire
by Business Wire0
The 2023 football season kicks off with Cleveland Browns Stadium as one of seven of 30 NFL stadiums outfitted with Clover The Cleveland Browns have chosen Clover Sport from Fiserv, Inc., a leading global provider of payments and financial services technology, to enhance fan experiences and optimize food and beverage operations at Cleveland......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Conquest Planning and CapIntel Collaborate to Help Financial Advisors
Fintech News

Conquest Planning and CapIntel Collaborate to Help Financial Advisors

Business Wire
by Business Wire0
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for......
Verisk Modernizes System to Combat Insurance Fraud in Israel
InsurTech News

Verisk Modernizes System to Combat Insurance Fraud in Israel

GlobeNewswire
by GlobeNewswire0
Digitization of insurance has led to rising consumer expectations for a simpler and faster claims experience Verisk announced the launch of its new ClaimSearch system in Israel. Developed in collaboration with the Israel Insurance Association and with the backing of the government, this state-of-the-art, cloud-based system aims to revolutionize the......
Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million
Investment Services News

Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million

Business Wire
by Business Wire0
Tri Ri Asset Management (“TRAM”), a New York based Asset Manager, has announced the final close of its flagship $142m TRAM Venture Fund (“TRAM VF” or “the fund”), which closed at its ‘hard cap’. The successful fundraising is a testament to Tri Ri’s strategy, past performance in alternative assets and strong......
WelfareAI Fair Launch: A New Era in Decentralized Welfare Systems
Cryptocurrency News

WelfareAI Fair Launch: A New Era in Decentralized Welfare Systems

GlobeNewswire
by GlobeNewswire0
WelfareAI introduces the fair launch of $WFARE, a groundbreaking step towards decentralized welfare systems and equal access. WelfareAI, a groundbreaking crypto project focused on decentralized welfare systems, is thrilled to announce the fair launch of its native token, $WFARE. This milestone is more than just a launch; it’s a significant......
Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership
Cryptocurrency News Trading

Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership

Business Wire
by Business Wire0
Bitget, top crypto derivatives and copy trading platform, unveils its latest alliance with CoinStats, a renowned crypto portfolio tracker, to reshape the way investors manage their burgeoning digital assets. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance In an era where cryptocurrencies are solidifying their position in......
Dizzion, IBM, and VMware aim to Accelerate Innovation of Managed Digital Workspaces for Financial Services Institutions
Finance News Security

Dizzion, IBM, and VMware aim to Accelerate Innovation of Managed Digital Workspaces for Financial Services Institutions

PR Newswire
by PR Newswire0
This collaboration aims to help financial services clients improve operational resiliency while addressing security and regulatory compliance requirements Dizzion announced the release of Dizzion’s new Digital Workspaces for Financial Services available on IBM Cloud for Financial Services. With IBM’s built-in security and compliance capabilities, third-party partners, institutions, and vendors can protect......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
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