Tag : InvestCloud

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
InvestCloud Appoints Balthazar to Lead Singapore Expansion
Fintech News

InvestCloud Appoints Balthazar to Lead Singapore Expansion

Fintech News Desk
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC. Read More: Analyticom......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
Manning & Napier Selects InvestCloud to Lead Digital Transformation
Business News

Manning & Napier Selects InvestCloud to Lead Digital Transformation

Mohit Manoharan
 Manning & Napier, Inc., (“Manning & Napier” or “the Company”) announced it has selected InvestCloud to lead the firm’s digital transformation. The firm will utilize InvestCloud’s full suite of applications, ranging from back-office operations to client-facing websites. The multi-phased conversion will focus on enhancing the digital client experience, streamlining back-office......
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