Tag : wealth management

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......
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,......
1