Search Results for: wealthtech platform

InvestSuite
B2B Investments News

B2B Wealthtech InvestSuite Raises €3 Million

Fintech News Desk
by Fintech News Desk0
InvestSuite, an international B2B WealthTech company, today announced that it has successfully completed a new funding round, raising €3 million. Read More: North Lane Expands Its Corporate Sustainability Commitment Through Its Carbon Reduction Initiative This brings the total raised to €9 million since inception in 2018. The existing, reference investor......
Skience-Accelerates-Growth-Strategy-with-Appointment-of-WealthTech-Visionary-Kyle-Van-Pelt-as-Executive-Vice-President_-Sales
Business Fintech News

Skience Accelerates Growth Strategy With Appointment Of WealthTech Visionary Kyle Van Pelt As Executive Vice President, Sales

Fintech News Desk
by Fintech News Desk0
Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, today announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank Management With New Payments Platform Mr. Van Pelt’s responsibilities include......
Double-Win-For-Objectway-WealthTech-Suite-At-XCelent-2020-Awards
Business Fintech News

Double Win For Objectway WealthTech Suite At XCelent 2020 Awards

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. This report examined the leading vendors of Front-to-Middle Office platforms in EMEA, delivering a solution that......
GROUNDFLOOR-Recognized-as-the-Best-Lending-Platform-at-Benzinga's-Sixth-Annual-Global-Fintech-Awards
Business Fintech Investment Services News

GROUNDFLOOR Recognized As The Best Lending Platform At Benzinga’s Sixth Annual Global Fintech Awards

Fintech News Desk
by Fintech News Desk0
GROUNDFLOOR, the wealthtech platform that allows everyone to build wealth through real estate, was recognized as the Best Lending Platform amongst the financial service companies honored during Benzinga’s Global Fintech Awards last week. Read More: Ondot’s Card Management Platform Now Offers Digital Issuance Capability The Benzinga Global Fintech Awards features companies in 35......
PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader
Artificial Intelligence Fintech InsurTech News

PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, has acquired Quartal Financial Solutions, Europe’s leading provider of fee billing and commission solutions for the financial and insurance industries. Read More: GlobalFintechSeries Interview with Marc Barrachin, Head of New Product Development, S&P Global Market Intelligence......
WealthTech-Leader-Skience-Welcomes-New-Hires-in-Response-to-Incoming-Client-Demand
Business Fintech Investment Services News

WealthTech Leader Skience Welcomes New Hires In Response To Incoming Client Demand

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, today announced it has hired two experienced wealth management professionals to meet the demands of recent growth. These new hires enable Skience to improve the delivery of its award-winning wealth management platform solutions while ensuring a world-class client relationship experience. Read......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
by Fintech News Desk0
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Banking Mobile Banking News Trading

Niyo Acquires Wealthtech Start-Up Goalwise; Aims To Target Millennials

Fintech News Desk
by Fintech News Desk0
In a bid to expand its product offering to the millennials, Niyo, India-based digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform. The Covid-19 pandemic has significantly increased the demand for digital banking and related services. Niyo is well-placed to use this opportunity to rapidly expand its user......
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