Tag : wealth management

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
by Fintech News Desk0
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding
Finance Fintech Funding News

Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding

Fintech News Desk
by Fintech News Desk0
Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally Asset-Map Holdings, Inc., the premier financial advice engagement experience for financial professionals, announced the close of a $6 million Series B funding round. “First and foremost, we are grateful to our new and existing......
South Indian Bank Announces the Launch of Sib Wealth - A Wealth Management Platform
Banking News

South Indian Bank Announces the Launch of SIB Wealth – A Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
South Indian Bank announces the launch of a wealth management platform in partnership with Geojit Financial Services Ltd. SIB Wealth is an exclusive value-added service that will help the bank’s high net worth (HNI) customers to invest their money in the best financial instruments available in the market. Under the......
Experienced Tax Professional to Join Expanding Wealth Management Firm
Finance News

Experienced Tax Professional to Join Expanding Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Mosaic Financial Advisers, founded by Adam Prewett, brings on Latoya Mack to help launch the tax advisory division of the firm and will open their third office, located in Spring, Texas. This marks an important step in the next phase of growth for Mosaic Financial Advisers as the firm looks......
CGI and National Bank of Canada Expand Their Partnership
Banking News

CGI and National Bank of Canada Expand Their Partnership

Fintech News Desk
by Fintech News Desk0
CGI acquires National Bank’s innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform CGI and National Bank of Canada announce they are expanding their long-standing partnership, as CGI acquires the intellectual property of the Bank’s in-house financial planning solution currently used by the Bank’s financial advisors. CGI is also entering......
Cion Digital Announces New N
Lending News

Cion Digital Announces New Name: UPTIQ

Fintech News Desk
by Fintech News Desk0
Newly Renamed UPTIQ Reflects business’ Laser Focus on Connecting Wealth Managers and Their Clients with the Right Lending Products for Wealth Preservation Cion Digital announces its new name – UPTIQ. The name change follows the company’s expansion to lending solutions in the wealth management industry. The company wanted its name......
CUSO Financial Announces New Partnership with Kemba Credit Union
Finance News

CUSO Financial Announces New Partnership with Kemba Credit Union

Fintech News Desk
by Fintech News Desk0
$1.6 billion credit union chooses CFS for its expertise in credit union vertical CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with Kemba Credit Union (Kemba) to support and grow its wealth management program, Kemba Investment Services. Established in 1934, Kemba now operates 12......
Comerica Bank Announces Details on New Investment Banking Group
Banking News

Comerica Bank Announces Details on New Investment Banking Group

Fintech News Desk
by Fintech News Desk0
Comerica Securities, a subsidiary of Comerica Bank, has formed a new Investment Banking Group. This new team broadens the capital markets solutions and services Comerica offers its commercial and wealth management customers to include mergers and acquisitions, as well as private placement advisory services. The group will be national in scope,......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
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