Tag : wealth management

Yieldstreet Prism Fund is Open to Non-Accredited Investors
Business Fintech News

Yieldstreet Launches New Private Business Credit Vertical

Fintech News Desk
by Fintech News Desk0
Expands the range of innovative capital deployment to new markets Yieldstreet, the digital wealth management platform, announced continued growth today with the launch of a new asset class vertical, Private Business Credit. The new vertical becomes Yieldstreet’s fifth asset class, along with its Real Estate, Legal, Marine, and Art verticals. Read......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
Accenture Collaborates with Oracle to Transform Nickel Bank’s Finance Functions
Business Fintech News

Despite External Industry Threats, Few Wealth Managers Plan to Change Their Business Models, Accenture-Orbium Report Finds

Fintech News Desk
by Fintech News Desk0
Despite growing external threats to wealth managers’ businesses, including losses from intergenerational wealth transfers, nearly four in five wealth managers (78%) in Europe and Asia don’t plan significant changes to their traditional business models, according to a new report from Accenture and Orbium, part of Accenture Wealth Management. Read More:......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline

Fintech News Desk
by Fintech News Desk0
Riskalyze announced general availability for four major enhancements to its product lineup in light of the rapidly approaching June 30 effective date of the SEC’s Regulation Best Interest. The new lineup of compliance-optimized features include: Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
RIA in a Box Launches Compliance Software for Private Funds
Fintech InsurTech Investment Services News

RIA in a Box Launches Cybersecurity Insurance Offering to Provide RIAs Access to Industry Leading Coverage

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced a partnership with ProWriters and AssetSure that offers registered investment adviser (RIA) firms centralized access to cybersecurity insurance from top providers in the industry. As a result, RIAs now have streamlined access to leading......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region
Fintech News

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region

Fintech News Desk
by Fintech News Desk0
Wedbush Securities is pleased to announce the appointment of Robert (“Rob”) Spawn as Managing Director, Regional Executive. Rob serves the Pacific North Region, which includes our existing retail offices in Northern California, Oregon, Washington, and Alaska. Rob joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory......
Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth
Banking Fintech News

Global Tier One Bank, Itaú Private Bank International, from Itaú Unibanco Group, Selects Temenos SaaS to Power its International Banking Operations on a Single Wealth Management Platform

Fintech News Desk
by Fintech News Desk2
Temenos, the banking software company, announced that Banco Itaú (Suisse) SA and Banco Itaú International, affiliates belonging to one of the world’s largest private bank groups, Itaú Unibanco Holding SA (Itaú), have extended their relationship with Temenos to rapidly deploy Temenos Infinity Wealth and Temenos Transact on Temenos SaaS. Temenos’......
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