Tag : wealth management

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.

Fintech News Desk
by Fintech News Desk0
FDCTech, Inc., a fintech company with a full suite of FX and Crypto technology and business solutions, today announced that it has entered into a non-binding letter of intent (“LOI”) to acquire hundred percent equity interest in Genesis Financial, Inc. , a diversified financial services company with a focus on......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Banking Fintech News

FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it earned top honors as “Best Client Accounting System” at the 2021 WealthBriefing Swiss Awards. This marks the fourth consecutive year that FundCount has won the accounting system award. Read More: Curioinvest Launches Capital Dex, the Decentralized......
Introducing UniMex: A Low-Cap DeFi Project that Solved Decentralized Margin Trading
Business Cryptocurrency Fintech Investment Services News Trading

BlockFi Announces Inaugural Block Trade for Ethereum Futures on CME

Fintech News Desk
by Fintech News Desk0
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced with CMT Digital that the companies have cleared the first-ever block trade for Ethereum futures on the CME, facilitated by ED&F Man Capital Markets Inc. CMT Digital is a......
Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
Business Fintech News

AdvicePeriod Welcomes New Partner Advisor In California

Fintech News Desk
by Fintech News Desk0
AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Jeff Harley as a Partner Advisor in Ventura, California. As a veteran of the software & technology industry, Jeff has extensive first-hand experience with the complex world of equity compensation. Having navigated the waters from......
Alpian, Switzerland’s First Digital Private Bank, Has Appointed Belinda Bencic and Géraldine Fasnacht as Honorary Chief Inspiration Officers
Banking Digital Fintech Investment Services News Risk Management

Alpian Hires Victor Cianni As Head Of Investments To Shape Customer Offering

Fintech News Desk
by Fintech News Desk0
Digital financial service company, Alpian SA (“Alpian”), has today announced the appointment of Victor Cianni as Head of Investments. In this new role, Cianni will lead on the disruptor’s wealth advisory offering, along with discretionary management products for private bank clients. Inspired by the executive team’s vision of bringing a......
RobustWealth-Enhances-Online-Financial-Planning-Experience
Business Fintech News Risk Management

RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
by Fintech News Desk0
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
Raisin U.S. Receives Patent for Tech That Creates on-Demand User-Customized Time Deposits
Banking Fintech News

Raisin U.S. Receives Patent for Tech That Creates on-Demand User-Customized Time Deposits

Fintech News Desk
by Fintech News Desk0
Patented system simplifies and accelerates creation of unique new deposit products Banks using Raisin software offer a private banking service at retail cost European wealth management fintech Raisin has been granted a second patent for key features of its Savings as a Service (SaaS) technology by the United States Patent......
William D. Green Joins Advisor360° Board of Directors
Banking Fintech News

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients. Read More: Antier Solutions launches......
Temenos-extends-partnership-with-Schroders-for-wealth-front-office
Banking Fintech News

Temenos Extends Partnership With Schroders for Wealth Front Office

Fintech News Desk
by Fintech News Desk0
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business. Schroders Wealth Management will deploy the state-of-the-art portfolio management system on its existing Temenos Transact core banking platform to provide intuitive and......
Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments
Banking Fintech News

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments

Fintech News Desk
by Fintech News Desk0
wealthpilot taps the full potential of wealth management for end custom- ers, wealth managers and banks – with this goal in mind, wealthpilot has created the financial home of the future for customers of wealth managers, banks and insurance companies. In order to further develop the software-as-a-service platform (SaaS), the......
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