Tag : wealth management firms

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake
Finance Fintech News

BetaNXT Delivers Fast-Tracked Data Transformation and Innovation for Wealth Management Firms, Powered by Snowflake

PR Newswire
by PR Newswire0
New DataXChange Platform Combines Proprietary and Third-Party Data for Maximum Usability, Automation, and Customization of Experience BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has announced the launch of DataXChange, a new data architecture that operates on Snowflake’s AI Data......
OnPoint Community Credit Union Named Among Oregon's Most Admired Financial Services Companies in 2021
Fintech News

OnPoint Community Credit Union Named Among Oregon’s Most Admired Financial Services Companies in 2021

Fintech News Desk
by Fintech News Desk0
Portland Business Journal ranked Oregon’s largest credit union in the top two among banks and wealth management firms The Portland Business Journal yesterday named OnPoint Community Credit Union one of Oregon’s “Most Admired Companies,” ranking second in the financial services category. This honor marks OnPoint’s 14th consecutive year as one of the state’s most admirable credit......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
Banking Business Digital Fintech InsurTech Investment Services News

Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms

Fintech News Desk
by Fintech News Desk0
Next Generation Data Consolidation and Replication Solution Solves Unmet Industry Needs, Creating a ‘Single Source of Truth’ Skience, a leading digital enablement solution and consulting provider, today announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new offering empowers wealth management firms to......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Business Fintech News Risk Management

Bita Risk Signs Charles Stanley as first ESG Manager Client

Fintech News Desk
by Fintech News Desk0
BITA Risk, part of corfinancial, announces that Charles Stanley, one of the UK’s leading wealth management firms, has signed up for the BITA ESG Manager application. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies BITA Risk built its reputation on taking complex......
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