Tag : Wealth Management Solutions

SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors
Analytics Finance Fintech News

Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors

Fintech News Desk
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has been selected by Raymond James Ltd. as its market data provider for financial advisors in Canada. FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth......
Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus
Banking Digital Fintech News

Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus

Fintech News Desk
Combined effort further supports financial institutions with best-in-breed digital banking products and services Marstone, Inc., a leading digital wealth technology firm, today announced it is partnering with banking technology solutions provider Nymbus. The collaboration brings together Marstone’s relentless focus of promoting financial health and literacy with Nymbus’ mission of accelerating growth......
First Bank & Trust Company Welcomes Luke Johnson to Bristol, Tennessee
Banking Fintech News

First Bank & Trust Company Welcomes Luke Johnson to Bristol, Tennessee

Fintech News Desk
First Bank & Trust Company, a diversified financial services firm with assets of $2.6 billion, announced that Luke Johnson has been appointed as Assistant Vice President and Loan Officer in Bristol, Tennessee. Luke Johnson has 12 years of experience in banking, most recently with Carter Bank & Trust, where he served as the Southwest Virginia Area Manager. In his new......
J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital
Banking Fintech Investments News

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Fintech News Desk
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives J.P. Morgan Asset Management announced the launch of J.P. Morgan Private Capital, which includes a new growth equity investment arm and an existing private debt business, committed to providing customized solutions for......
NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards
Banking Business Finance Fintech News

NICE Actimize Named “Best Compliance” Technology Provider by 2021 WealthBriefing European Awards

Fintech News Desk
NICE Actimize uses AI and advanced analytics across anti-money laundering and surveillance so customers achieve the true benefits of intelligent automation NICE Actimize, a NICE business, was named “Best Compliance” technology solutions provider by WealthBriefing European Awards 2021. Sponsored by WealthBriefing, a publication of Clearview Financial Media and a leading......
YF Life Accelerates its Digitalization with Official Launch of eBaoTech Core System Platform
Digital Fintech InsurTech News

YF Life Accelerates its Digitalization with Official Launch of eBaoTech Core System Platform

Fintech News Desk
eBaoTech Corporation, a world-leading digital insurance solution provider, and YF Life Insurance International Ltd., a leading Hong Kong insurance company, are proud to announce the successful launch of their new policy management system for YF Life, replacing a legacy core system which had been in use for many years. The new core......
Ned Davis Research Partners With C8 Technologies to Revolutionize Direct Indexing
Banking Fintech News

Ned Davis Research Partners With C8 Technologies to Revolutionize Direct Indexing

Fintech News Desk
Ned Davis Research (NDR) today announces its partnership with C8 Technologies, the first global marketplace for asset owners, funds, banks and index providers. NDR’s comprehensive, historical data with C8’s top-tier user experience platform disrupts the status quo of direct indexing by increasing access among investors to active, tradeable indices. Read More: Reef......
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