Tag : wealth management

Ameritas Selects Docupace as Back Office Platform
Fintech News

Ameritas Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Leading insurance and investments provider inks agreement to streamline operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
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Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth
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$4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth

Fintech News Desk
by Fintech News Desk0
Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients A team of recognized industry veterans Jeffrey Kobernick, Robert Sechan, Walter Granruth and John Straus, Jr. today formally announced the launch of the new registered investment advisory firm, NewEdge Wealth,......
Avaloq Launches the Avaloq Data Synthesizer, a Cutting-Edge Solution for Using Production-Like Data in Software Development
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Avaloq Launches the Avaloq Data Synthesizer, a Cutting-Edge Solution for Using Production-Like Data in Software Development

Fintech News Desk
by Fintech News Desk0
Global fintech leader Avaloq has launched the Avaloq Data Synthesizer, a cutting-edge solution that allows financial institutions to simulate real client data in the development of software products. The innovative application can be deployed in the Avaloq.one ecosystem’s sandbox, ensuring a controlled and cloud-based setting. The new solution derives information......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
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Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
Quontic Bank Hires Felix Todd As Chief Technology Officer
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Quontic Bank Hires Felix Todd As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Seasoned Executive Will Lead Enhancing Technology Efforts as Digital Bank Experiences Explosive Growth Quontic, the adaptive digital bank, is pleased to announce today that Felix Todd has joined the company as Chief Technology Officer (CTO). Todd was most recently with Regions Bank, one of the nation’s largest full-service providers of consumer and......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
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Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
Global-X-ETFs-Deepens-Global-Reach-with-Launch-of-European-UCITS-Business
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Global X ETFs Deepens Global Reach With Launch of European UCITS Business

Fintech News Desk
by Fintech News Desk0
Global X ETFs, the New York-based provider of exchange-traded funds (ETFs), today announced the launch of its European business operation. Global X, known for its thematic growth, income, and international access strategies, will aim to bring its intelligent investment solutions to a European audience of investors via UCITS ETFs. To......
Credit Card Companies’ Support for Small Businesses During COVID-19 Not Enough to Drive Customer Satisfaction, J.D. Power Finds
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Wealth Management App Use Surges Among Investors But Satisfaction Lags, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management mobile apps have emerged as a go-to resource for investors during the COVID-19 pandemic, but despite substantial growth in app utilization, customer satisfaction lags other industries and firms have failed to leverage the potential of these digital tools to drive greater interaction with advisors. According to the J.D.......
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