Tag : wealth management

Peter Isern Joins the Insigneo Network to Form IM Wealth Management
Investment Services News

Peter Isern Joins the Insigneo Network to Form IM Wealth Management

Fintech News Desk
by Fintech News Desk0
The ex-UBS advisor joined the Insigneo network of independent investment professionals and is partnering with Gonzalo Milian to expand their reach Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami. Mr. Isern will partner......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
GLP Financial Group Streamlines Operations with the Docupace Platform
Fintech News

GLP Financial Group Streamlines Operations with the Docupace Platform

Fintech News Desk
by Fintech News Desk0
Growing wealth manager to digitize new account opening and much more Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces that GLP Financial Group has selected the Docupace Platform to serve as the backbone of the company’s back office operations. The Farmington, Michigan-based wealth management provider......
Infinity Financial Joins Alternative Investment Exchange Platform
Investment Services News

Infinity Financial Joins Alternative Investment Exchange Platform

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services to the AIX platform. Through this partnership, Infinity’s alternative investing experience is transformed into one that is fast, simple, and intuitive. Gone are the days of completing paper documents by hand......
Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform
Cryptocurrency Investment Services News

Unifimoney Secures $10 Million Seed Investment For Its Turnkey Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
The investment will drive Unifimoney’s product development and operations, extending support of alternative assets including cryptocurrency and blockchain based services Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a $10m Seed round. Unifimoney’s platform offers a comprehensive digital wealth management platform with trading of over......
Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform
Finance Investment Services News

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform

Fintech News Desk
by Fintech News Desk0
Neo Financial unlocks private wealth management for all Canadians Neo Financial announced that they are expanding their product line from spending, savings, and rewards, to reimagining investing with the addition of Neo Invest. Neo Invest will offer Canadians the first fully digital, actively managed investment experience that provides access to......
CAIS Announces $100 Million Investment from Reverence Capital Partners
Investment Services News

CAIS Announces $100 Million Investment from Reverence Capital Partners

Fintech News Desk
by Fintech News Desk0
Milton Berlinski, Managing Partner, Joins CAIS’ Board of Directors CAIS, the leading alternative investment platform, announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm
Banking News

Temenos Named a Leader in Digital Wealth Management Platforms by Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Temenos positioned the furthest for its wealth management product strategy and strength of its offering Temenos, the cloud banking platform, has been named a leader in The Forrester Wave™: Digital Wealth Management Platforms (DWMP) for Q1 2022. “Temenos excels in most areas of product functionality” Temenos received the highest scores......
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