Tag : wealth management technology

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers
Fintech Investments News

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers

Fintech News Desk
by Fintech News Desk0
SIMON expands its industry leading, advisor-facing technology platform to launch the wealth industry’s first digital end-to-end alternative fund marketplace, providing access to a full suite of investment opportunities from leading asset managers Powered by +SUBSCRIBE’s state-of-the-art electronic subscription document technology, the marketplace will enable financial advisors to centralize their activity......
Vanguard Completes Acquisition Of Just Invest
Analytics Fintech News

Vanguard Completes Acquisition Of Just Invest

Fintech News Desk
by Fintech News Desk0
Vanguard announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest’s offerings, including direct indexing platform Kaleidoscope™, provide financial advisors with technology solutions that cater to their clients’ unique financial needs. The acquisition adds direct indexing, or personalized indexing, capabilities to......
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