Tag : investment advisors

FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers
Digital Asset Management Finance Fintech News

FLX Networks Introduces Solution to Streamline the Due Diligence Process for Asset and Wealth Managers

PR Newswire
by PR Newswire0
FLX Diligence Center saves time with streamlined data collection and comparison capabilities. FLX Networks announced that it has teamed up with Dasseti to launch FLX Diligence Center, a cloud-based tech solution that streamlines and revolutionizes the due diligence data management process for both asset and wealth managers. FLX Diligence Center, Powered......
Passthrough Expands Regulation & Compliance Efforts With Mark Mangion as Head of Financial Crime
Finance Fintech News

Passthrough Expands Regulation & Compliance Efforts With Mark Mangion as Head of Financial Crime

Business Wire
by Business Wire0
Today, Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintechs, announced the addition of Mark Mangion to their team as Head of Financial Crime. Mangion is a Certified Anti-Money Laundering Specialist (CAMS) and Certified Fraud Examiner (CFE) who has a thirteen-year career in the financial crime......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
BridgeFT Forms Partnership with Intrinio to Join its WealthTech API Marketplace
Investment Services News

BridgeFT Forms Partnership with Intrinio to Join its WealthTech API Marketplace

PR Newswire
by PR Newswire0
The partnership offers growing access to a wide range of market data that is pre-integrated with BridgeFT’s WealthTech API infrastructure BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced a major strategic......
One in Three Canadian Crypto-Asset Owners Experienced Fraud or Scams, TMU Study Finds
Cryptocurrency Investment Services News

One in Three Canadian Crypto-Asset Owners Experienced Fraud or Scams, TMU Study Finds

Business Wire
by Business Wire0
Financial regulators have taken important steps to mitigate crypto risks to consumers and the economy, but safety and security issues still remain One in 10 Canadians aged 16 and older (about 3 million people) have owned a crypto-asset such as Bitcoin, Ether or a non-fungible token (NFT). Of them, one......
Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure
Finance Fintech News

Zoe Financial Selects BridgeFT’s WealthTech API to Power Its Data Connectivity and Infrastructure

PR Newswire
by PR Newswire0
Zoe will use BridgeFT’s WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that Zoe Financial, a wealth......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
Redi2 by Envestnet Deepens Integration with Schwab Advisor Services
Investment Services News

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services

Fintech News Desk
by Fintech News Desk0
Independent investment advisors using Schwab’s custodial services and the BillFin™ client billing solution now have more capabilities, ease of use Envestnet announced that its Redi2 BillFin solution  is developing a deeper integration with Schwab Advisor Services, the industry’s largest provider of custody, trading and support services to independent investment advisors.......
EXIRIO Announces Launch of Premium Portfolio Tracking Services
Fintech News

EXIRIO Announces Launch of Premium Portfolio Tracking Services

Fintech News Desk
by Fintech News Desk0
Transformational milestone primes fintech platform for next phase of growth. EXIRIO users can connect with over 11,000 banks and brokers across North America & Europe Delaware-incorporated, globally accessible EXIRIO, the wealth and investment tracking app founded in 2020, announces a major milestone as it transitions from its free phase to the......
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