Tag : Investment Services

Vanguard Unveils Generative AI Client Summaries for Financial Advisors
Analytics Artificial Intelligence Fintech News

Vanguard Unveils Generative AI Client Summaries for Financial Advisors

PR Newswire
by PR Newswire0
Vanguard launched its first client-facing Generative AI (GenAI) capability that equips financial advisors with efficient and personalized content for client communications. Vanguard’s Client-Ready Article Summaries produce customizable synopses of its top-read market perspectives tailored by financial acumen, investing life stage, and tone. It also generates the necessary disclosures to accompany the article......
STP Investment Services Announces STP LaunchAdvisor, a Bundled Fund Administration and Compliance Solution for Emerging Managers
Compliance management Fintech Investment Services News

STP Investment Services Announces STP LaunchAdvisor, a Bundled Fund Administration and Compliance Solution for Emerging Managers

Business Wire
by Business Wire0
New offering provides integrated operational and regulatory support to help new hedge and private equity fund managers launch and scale efficiently STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration, and compliance solutions, unveiled STP LaunchAdvisor, a bundled service designed to deliver comprehensive fund administration, investor......
AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation
Artificial Intelligence Finance Fintech News

AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

PR Newswire
by PR Newswire0
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by Cathay Innovation and joined by Gradient Ventures and......
Airship AI Starts Delivery of $10.9 Million US Government Contracts for Advanced Video and Sensor Management
Banking Fintech News

Elavon Financial Services Receives UK Banking Authorisation

Business Wire
by Business Wire0
Elavon Financial Services DAC, a wholly owned subsidiary of U.S. Bank, has been authorised as a licensed provider of financial services by the Bank of England. With Elavon having more than three decades of experience in global payments, and U.S. Bank a long history in banking, the license ensures the......
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
Investment Services News

First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF

Business Wire
by Business Wire0
First Trust Advisors L.P. (“FTA”) announces the declaration of the monthly distribution for First Trust Income Opportunities ETF, advised by FTA. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive Vice President at Clearwater Analytics FTA is a federally registered investment advisor and serves as the Fund’s investment......
Affinity Federal Credit Union Welcomes New Vice President of Wealth Management
Investment Services News

Affinity Federal Credit Union Welcomes New Vice President of Wealth Management

Business Wire
by Business Wire0
Tim Van Slooten comes to the credit union with over 25 years of bank wealth management experience Affinity Federal Credit Union (“Affinity”) announces the addition of Tim Van Slooten as Vice President of Wealth Management. Tim will be responsible for the leadership, strategic direction, and resource stewardship of the credit union’s......
Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations
Finance InsurTech News

Reltio Unveils Out-of-the-Box Solutions for Financial Services and Insurance Organizations

Business Wire
by Business Wire0
New velocity packs with industry-specific data models, predefined configurations for financial services and insurance significantly accelerate implementation times Reltio, the leading cloud-native, SaaS, modern data management company, makes it possible for companies to gain optimal value from their core data quickly — and thrive — even during turbulent economic times. Now,......
Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme
Investment Services News

Bitpanda Technology Solutions Now Available to Financial Institutions via Visa’s Fintech Partner Connect Programme

PR Newswire
by PR Newswire0
Bitpanda Technology Solutions, Bitpanda’s Software-as-a-Service solution,  empowers banks, brokers, fintechs and online platforms to rapidly offer trading and investment services for asset classes such as Crypto, Stocks/ETFs, Precious metals & Commodities to their end customers In partnership with Austrian fintech unicorn Bitpanda, Visa’s partners will gain the opportunity to access Bitpanda’s......
U.S. Bank Expands Client Offerings in Europe With New ETF Servicing Capability
Investment Services News

U.S. Bank Expands Client Offerings in Europe With New ETF Servicing Capability

Business Wire
by Business Wire0
U.S. Bank announced the launch of their new exchange-traded fund (ETF) services in Europe, as well as their first client for this offering. U.S. Bank will support Horizon Kinetics’ European version of their Inflation Beneficiaries ETF, an actively managed fund that seeks to address one of the most important economic......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
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