Tag : Wealth Management Platform

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
Banking News Risk Management

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced today that 225 year-old Swiss Bank Lombard Odier & Co Ltd has integrated LiquidityFX, smartTrade’s in-house developed FX solution into its banking platform, to offer enhanced FX trading services to its clients. “LiquidityFX is the perfect fit for Lombard Odier” LiquidityFX is an end-to-end solution with connectivity to over 130......
Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio
Business News

Rockefeller Capital Management Continues Growth of Private Wealth Business, Announces Inaugural Team in Ohio

Fintech News Desk
by Fintech News Desk0
The Hambleton Fieler Group joins as Rockefeller’s first private wealth team in Cincinnati Rockefeller Capital Management announced the expansion of its Private Wealth Management platform with the addition of The Hambleton Fieler Group, the firm’s first Ohio-based private wealth team. The team is based in Cincinnati under Division Director Michael......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
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