Tag : wealth management

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......
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Investment Services News

Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments

Fintech News Desk
by Fintech News Desk0
Demand for private market opportunities is strong among investors in the Asia Pacific region, according to a new industry report jointly issued by Hywin Holdings Ltd, a leading independent wealth management service provider in China, with Liechtenstein-based VP Bank Ltd. and WealthBriefingAsia. Over three quarters, or 77% of wealth management......
Trustmark National Bank Enters Agreement to Sell Corporate Trust Business to The Peoples Bank, Biloxi, Mississippi
Banking News

Trustmark National Bank Enters Agreement to Sell Corporate Trust Business to The Peoples Bank, Biloxi, Mississippi

Fintech News Desk
by Fintech News Desk0
Trustmark National Bank, a wholly-owned subsidiary of Trustmark Corporation, and The Peoples Bank, whose parent company is Peoples Financial Corporation announced the two companies have entered into a definitive agreement whereby Trustmark will sell substantially all the assets of its Corporate Trust business to The Peoples Bank. The transaction is......
Forescite Partners with Apex Fintech Solutions to Enable Equity and Cryptocurrency Trading
Cryptocurrency Fintech News

Forescite Partners with Apex Fintech Solutions to Enable Equity and Cryptocurrency Trading

Fintech News Desk
by Fintech News Desk0
Customers can now trade equities and cryptocurrencies through Investall app Forescite, a New York City-based FinTech company revolutionizing the journey to a secure financial future, today announced that it has partnered with Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, subsidiaries......
Agard Union Trading to Expand Equities Trading Division
News Trading

Agard Union Trading to Expand Equities Trading Division

Fintech News Desk
by Fintech News Desk0
Financial services company Agard Union Trading is expanding its operations by hiring more staff within the company’s equities trading division, it’s expansion is to accommodate a growing demand in its retail trading services Agard Union Trading announced that it would significantly expand its equities trading division to compete with more......
Voya Investment Management and iCapital Form Partnership
Investment Services News

Voya Investment Management and iCapital Form Partnership

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., announced that it has partnered with iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Voya IM will leverage iCapital’s customized technology, service and diligence solution for financial......
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
Finance News

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality

Fintech News Desk
by Fintech News Desk0
Fintech platform celebrates 40th anniversary on top of continued growth of platform Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announces the celebration of 40 years of growth and success in the financial planning sector, along with new one-page summary functionality within......
STP Investment Services Receives Growth Investment from Lovell Minnick Partners
Investment Services News

STP Investment Services Receives Growth Investment from Lovell Minnick Partners

Fintech News Desk
by Fintech News Desk0
Investment to allow STP to accelerate organic and inorganic growth plans STP Investment Services, an end-to-end, technology-enabled investment operations service provider that supports more than $340 billion in total assets, has received a significant growth investment from Lovell Minnick Partners, a private equity firm focused on investments in financial services,......
Fintech Startup Money View Raises $75 Million in Series D Funding
Fintech Startups News

Fintech Startup Money View Raises $75 Million in Series D Funding

Fintech News Desk
by Fintech News Desk0
Money View’s Mission: Provide access to world-class financial products to every Indian with a Smartphone Bengaluru headquartered fintech platform Money View has raised $75 million in their series D funding from Tiger Global, Winter Capital, Evolvence India, Accel along with other investors including South Park Commons, Trusted Insight and Dream Incubator. The company is now......
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