Tag : wealth management

J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
Business Fintech News Risk Management

corfinancial Inks Partnership With Technology Consultancy F2 Strategy

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
New UBS Report Reveals That Joint Financial Participation Is the Key to Gender Equality
Fintech News

New UBS Report Reveals That Joint Financial Participation Is the Key to Gender Equality

Fintech News Desk
by Fintech News Desk0
According to UBS Global Wealth Management’s latest Own Your Worth report, 74% of men and 82% of women see joint participation in long-term financial decisions as a necessary step to create gender equality. The report, which surveyed 1,825 high-net-worth investors in the US, found that a significant majority believe equal participation helps......
Focus On Financial Services: Praxent Pivots To Leverage 20 Years' Experience
Fintech InsurTech News

Focus On Financial Services: Praxent Pivots To Leverage 20 Years’ Experience

Fintech News Desk
by Fintech News Desk0
The Austin-based software modernization expert is purpose-built to help financial services brands win Praxent celebrates 20 years in custom software development with new leadership roles and new strategic specialization. Calling all financial services brands — from wealth management to lending, insurance, and real estate — Praxent is the software modernization......
Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services
Fintech News

Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services

Fintech News Desk
by Fintech News Desk0
Investment Services Team with $340 Million in Client Assets Partners with Securities America Financial Institutions Division Advisor Group, the nation’s largest network of independent wealth management firms, and Securities America welcomed Oregon Community Credit Union (OCCU) to the Securities America Financial Institutions platform. The financial institution’s Investment Services team includes......
Akita Michinoku Capital Says SoftBank-Backed Lemonade Raises $319 Million In U.S. IPO
Fintech News

Akita Michinoku Capital Says SoftBank-Backed Lemonade Raises $319 Million In U.S. IPO

Fintech News Desk
by Fintech News Desk0
Finance executives at Tokyo-based wealth management company Akita Michinoku Capital have said, online home insurance start-up Lemonade, which is backed by SoftBank Group Corp, is set to raise $319 million in its U.S. initial public offering. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership “Lemonade has......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Fintech Investment Services News

Eton Solutions Raises $11.1 Million to Extend Cloud-Based Family Office Platform

Fintech News Desk
by Fintech News Desk0
Eton Solutions, L.P. (Eton), the provider of the cloud-based AtlasFive technology platform for ultra-high net worth wealth management, has closed on an investment round of $11.1 million, bringing total investment in the company and platform to over $20 million. The round was led by existing investors, clients and members of......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Municipal Bond Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the second phase of its fixed income analytics offering – municipal bond analytics – for the retail wealth management and asset management communities. Read More: Simple Announces Launch of......
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