Tag : Digital Vault

Revolutionizing WealthTech for the Modern Enterprise - PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience
Finance Fintech Investments News

Revolutionizing WealthTech for the Modern Enterprise – PortfolioAid and FutureVault Partner to Redefine the Advisor-Client Experience

PR Newswire
by PR Newswire0
Portfolio Aid Inc. (“PortfolioAid”) and FutureVault Inc. (“FutureVault”) announce today a partnership to deliver unparalleled value to wealth management enterprises, wealth advisors, and clients, signaling a new era for the WealthTech and Wealth Management industries. With heightened regulatory demands and evolving client-advisor expectations, this partnership leverages PortfolioAid’s award-winning wealth compliance technology and......
Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients
Fintech News

Kismet Wealth Group Selects FutureVault to Launch its Digital Vault Platform for Clients

Fintech News Desk
by Fintech News Desk0
Secure Collaboration with Clients Key during COVID-19 Kismet Wealth Group, a diversified financial and professional services firm, and FutureVault, an industry leader in enterprise digital vault solutions, have announced the launch of the Kismet Wealth Vault. Read More: BlueVisor Takes Second Place In Fintech Unicorn Battle In Asia The Kismet Wealth......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience. Read More: GlobalFintechSeries Interview......
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