Tag : wealth management

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
Investment Services Investments News

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

Fintech News Desk
by Fintech News Desk0
UBS , Envestnet , and iCapital announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet’s Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational......
Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited
Banking News

Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited

Fintech News Desk
by Fintech News Desk0
Transaction Marks Eighth Announced Sale by Citi in Asia Pacific Region Since Announcing Strategy Refresh Citi announced that it has reached an agreement with Axis Bank Limited (Axis) for the sale of Citi’s consumer businesses in India. Axis was selected by Citi following an extensive and competitive auction process. The......
Close Brothers Asset Finance and Leasing Taps OpenText for Customer-Oriented Digital Transformation
Cloud News

Close Brothers Asset Finance and Leasing Taps OpenText for Digital Transformation

Fintech News Desk
by Fintech News Desk0
OpenText Content Services and Digital Experience cloud solutions support bank with advanced information management and regulatory compliance innovation OpenText announced it is providing Close Brothers Asset Finance and Leasing, a leading UK asset funder, with strategic content and customer communications management to support their Transformation initiative. The solutions will be delivered and......
Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......
ApeX Protocol Announces Its Initial NFT Offering Plan
Cryptocurrency News

Apex Crypto Secures New York BitLicense

Fintech News Desk
by Fintech News Desk0
Apex Fintech Solutions Inc., the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that the New York State Department of Financial Services has approved its subsidiary, Apex Crypto LLC’s (“Apex Crypto”), application for its virtual currency license, also known as the “BitLicense.” Customers of Apex......
iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies
Blockchain Cryptocurrency News

iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies

Fintech News Desk
by Fintech News Desk0
iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, has partnered with Golub Capital, a market-leading direct lender, to provide wealth managers on the iCapital platform with access to Golub Capital’s private credit strategies. “We look forward to working with......
$327 Million Baton Rouge-Based Practice Joins Cetera
Finance News

$327 Million Baton Rouge-Based Practice Joins Cetera

Fintech News Desk
by Fintech News Desk0
Hays Breard affiliates with Cetera’s Summit Financial Networks from LPL Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Hays Breard Financial Group, LLC, with $327 million in assets, has joined Summit Financial Networks, a region of Cetera Advisor Networks. Hays Breard, led by 20-year industry veterans Michael......
Farmers National Banc Corp. and Emclaire Financial Corp. Announce Merger
Banking News

Farmers National Banc and Emclaire Financial Announce Merger

Fintech News Desk
by Fintech News Desk0
Farmers National Banc Corp., the holding company for The Farmers National Bank of Canfield, and Emclaire Financial Corp., the holding company for The Farmers National Bank of Emlenton (“Emlenton Bank”), jointly announced that they have entered into an agreement and plan of merger (the “Agreement”). Pursuant to the Agreement, each......
Fidelity Investments Rolls Out New Features on Bond Trading Platform
News Trading

Fidelity Investments Rolls Out New Features on Bond Trading Platform

Fintech News Desk
by Fintech News Desk0
Bond Beacon, Fidelity Institutional’s Digital Fixed Income Trading Solution Accessible Through the Wealthscape Platform, Now Available to All Wealth Management Firms Fidelity Investments announced new features and expanded access to Fidelity Bond Beacon, a Fidelity Institutional solution designed to provide wealth management firms with a comprehensive platform to manage all......
UMB Private Wealth Management Live on the SEI Wealth Platform
Fintech News

UMB Private Wealth Management Live on the SEI Wealth Platform

Fintech News Desk
by Fintech News Desk0
Partnership and Connection at the Core of Organizational Transformation and Future Growth SEI announced that UMB Private Wealth Management (UMB) is live on the SEI Wealth Platform (SWP), providing UMB’s clients and employees a modernized wealth management experience through a fully integrated, single-infrastructure technology solution. UMB selected SWP to manage their......
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