Tag : asset management

EstateSpace Targeting $504 Trillion in Unmanaged Physical Assets
Fintech News

EstateSpace Targeting $504 Trillion in Unmanaged Physical Assets

Fintech News Desk
by Fintech News Desk0
EstateSpace is thrilled to announce the release of EstateSpace 2.0, Asset Management Made Simple. EstateSpace is making it easy for families to manage their valuable physical assets and have the same discipline around physical assets as they do for their financial assets. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build......
Fundapps Achieves Select Technology Partner Status in the Amazon Web Services Partner Network
Fintech Fintech Funding InsurTech News

Dutch Financial Services Group Chooses FundApps’ Shareholding Disclosure Service

Fintech News Desk
by Fintech News Desk0
One of the world’s leading providers of life insurance, pensions and asset management (the Group) has partnered with RegTech provider FundApps to automate its shareholding disclosure process. FundApps was selected by the Group as their preferred supplier after a comprehensive RFP process. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync......
Linkage Pay Brings Disruption Changes to the Payment Status Quo
Blockchain Fintech News

Linkage Pay Brings Disruption Changes to the Payment Status Quo

Fintech News Desk
by Fintech News Desk0
With the development of fintech breakthroughs such as blockchain, big data, cloud computing, and artificial intelligence, the financial sector has witnessed unprecedented paradigm shifts in the past decade. The ever-shifting digital landscape opens possibilities of new business models and consumer behaviours. The acceptive attitude towards novel concepts accelerates the gradual......
Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
by Fintech News Desk0
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
SalesFocus Solutions Partners with Foreside Financial Group
Business Fintech News

SalesFocus Solutions Partners with Foreside Financial Group

Fintech News Desk
by Fintech News Desk0
Partnership will enhance Foreside’s clients’ existing sales analytics and reporting capabilities SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. The......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses
Cryptocurrency

Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses

Fintech News Desk
by Fintech News Desk0
Origin Protocol and Origin Tokens (OGN) Are Now Integrated Into Blox’s Crypto Accounting and Asset Management Platform to Enable Automation and Access Professional Crypto Tools. Blox, an industry-leading platform for crypto accounting, tax and asset management, has collaborated with Origin Protocol to enable automated tools for helping marketplace operators, investors and finance......
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