Tag : Investor Experience

SS&C Signs Definitive Agreement to Acquire Iress' Managed Funds Administration Business
Investment Services News

SS&C Signs Definitive Agreement to Acquire Iress’ Managed Funds Administration Business

PR Newswire
by PR Newswire0
Acquisition strengthens SS&C Global Investor & Distribution Solutions offering in Australia SS&C Technologies Holdings, Inc. announced a definitive agreement to acquire the managed funds administration (MFA) business from Iress, a leading Australian financial services technology company. The MFA business is one of Australia’s largest third-party fund registries, with around AUD900 billion in managed assets across over......
SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution
Finance Investment Services News

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

PR Newswire
by PR Newswire0
New Applications Help Advisors Connect Investors to What Matters Most SEI announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth......
Passthrough And STP Investment Services Announce Strategic Partnership to Enhance Investor Experience
Fintech Investment Services News

Passthrough And STP Investment Services Announce Strategic Partnership to Enhance Investor Experience

Business Wire
by Business Wire0
Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintechs, and STP Investment Services (STP), a leading technology-enabled services company, are excited to announce a strategic partnership to transform the investor onboarding experience and drive operational efficiencies for STP’s clients and their investors. “By connecting with our infrastructure, STP’s......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
by PR Newswire0
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
Ontra Acquires FundFormer to Help Asset Managers Raise Funds Faster
Fintech Funding News

Ontra Acquires FundFormer to Help Asset Managers Raise Funds Faster

Fintech News Desk
by Fintech News Desk0
Acquisition Streamlines Fundraising Process while Delivering Superior Investor Experience Ontra, the leading provider of contract automation and intelligence for the world’s most prominent asset managers, announced the acquisition of FundFormer, a top electronic subscription document provider for fund managers and their investors. The acquisition will allow Ontra’s asset management customers......
Indyfin Launches New “Investor Experience Platform” for Wealth Management
Fintech News

Indyfin Launches New “Investor Experience Platform” for Wealth Management

Fintech News Desk
by Fintech News Desk0
Fresh off a $2.2 million capital raise, innovative fintech platform will be the “Yelp” for wealth management as SEC marketing regulations expand to allow for endorsements, testimonials and client reviews Indyfin, an innovative fintech company, announced the launch of its new Investor Experience Platform. This new and innovative digital marketplace......
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