Tag : wealth management

Crypto Finance Group Provides Digital Asset Infrastructure For Avaloq Clients
Banking Fintech News Trading

Crypto Finance Group Provides Digital Asset Infrastructure For Avaloq Clients

Fintech News Desk
by Fintech News Desk0
Crypto Finance Group has successfully implemented its brokerage solution for crypto assets for some of Avaloq’s banking clients. Financial institutions and their clients can now easily initiate crypto asset trading, settlement, and storage with automated, real-time reconciliation directly from their core banking system. Read More:  XP Inc. Acquires Riza M&A......
Skience platform comes to BankPlus financial advisors
Banking Fintech News

Skience Platform Comes to BankPlus Financial Advisors

Fintech News Desk
by Fintech News Desk0
Skience, a leading financial services solution and consulting provider, today announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus, a regional bank with 79 locations and more than $4.7 billion in total assets serving customers across Louisiana, Mississippi and Alabama.......
Finantix Adds Guillaume Namur and Fabien Guy to Swiss Leadership Team
Banking Fintech Investment Services News

Finantix Adds Guillaume Namur and Fabien Guy to Swiss Leadership Team

Fintech News Desk
by Fintech News Desk0
Finantix, the leading global provider of trusted technology to the wealth management, insurance and banking industries, today announced two key appointments in Switzerland, further boosting the company’s growth in this key market and across Europe and building on the additions made to the Swiss team during 2020. Read More:  DeFi......
Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
Business Fintech News

Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors

Fintech News Desk
by Fintech News Desk0
BankPlus to Leverage Skience’s Digital Client Onboarding and Data Consolidation Solutions to Enhance Efficiency and Provide Clients with a Simplified Digital Experience Skience, a leading financial services solution and consulting provider, announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus,......
Foreside Unveils Solution for Breakaway RIAs
Fintech News Risk Management

Foreside Unveils Solution for Breakaway RIAs

Fintech News Desk
by Fintech News Desk0
Comprehensive platform helps mitigate liabilities and risk for successful transition Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today introduced a comprehensive solution for individuals and groups who are seeking to......
Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management
Business Fintech News Trading

Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management

Fintech News Desk
by Fintech News Desk0
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Terrapin Technologies today announced a new trade surveillance solution in partnership with Wintrust Wealth Management. The trade surveillance solution provides compliance departments the capability to monitor sales......
Canoe-Intelligence-reaches-significant-milestones-in-2020
Business Fintech Investment Services News

Canoe Intelligence Reaches Significant Milestones In 2020; Increases Client Base By Over 150%

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence , a financial technology company focused on reimagining data management processes for institutional investors, wealth managers, capital allocators and asset servicing firms, today announced it reached several significant milestones during 2020, one of which being a record year in terms of client growth. Read More: Datasite Completes Agreement to......
How Software Robots Can Help The Fintech Revolution
Artificial Intelligence Fintech Guest Posts Robotic Process Automation

How Software Robots Can Help The Fintech Revolution

Gavin Mee
by Gavin Mee0
    Gavin Mee, Area Vice President Sales for the UK and Ireland at UiPath, explains what    Robotic Process Automation is and how it can benefit fintech. The pandemic has shifted the way we use technology and in the driver’s seat of this change sits fintech. A recent survey......
Avaloq’s Acquisition by NEC Successfully Completed
Fintech Mobile Banking News

Avaloq’s Acquisition by NEC Successfully Completed

Fintech News Desk
by Fintech News Desk0
Avaloq, a Swiss-based global leader in digital banking solutions and wealth management technology, and Japan-based NEC Corporation announced the closing of NEC’s acquisition of Avaloq. Each being a market leader in their own field, the combination of their shared vision, technological strengths, and global presence, will accelerate both companies’ long-term......
MyVest-Announces-Key-Enhancements-to-SPS-Wealth-Management-Enterprise-Platform
Business Fintech Investment Services News Trading

MyVest Announces Key Enhancements to SPS Wealth Management Enterprise Platform

Fintech News Desk
by Fintech News Desk0
MyVest, a leading provider of unified wealth management technology, has announced major upgrades to its enterprise platform, the Strategic Portfolio System (SPS). Read More:  PPS Goes Green with Exceet to Power Sustainable Cards for the Fintech Industry These enhancements represent the culmination of a period of sustained investment and center......
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