Tag : wealth management

Venminder
Banking Business Fintech Investment Services News

Frost Bank Goes Live On Fi-Tek’s Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
After an extensive search lasting over several years, Frost Bank of San Antonio, Texas has selected Fi-Tek LLC as their wealth management technology partner. Together, Frost Bank and Fi-Tek successfully implemented on May 31st, 2020 the full suite of GWES wealth management platform. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing......
WealthTech-Leader-Skience-Welcomes-New-Hires-in-Response-to-Incoming-Client-Demand
Business Fintech Investment Services News

WealthTech Leader Skience Welcomes New Hires In Response To Incoming Client Demand

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, today announced it has hired two experienced wealth management professionals to meet the demands of recent growth. These new hires enable Skience to improve the delivery of its award-winning wealth management platform solutions while ensuring a world-class client relationship experience. Read......
Yieldstreet Prism Fund is Open to Non-Accredited Investors
Fintech Fintech Funding Investment Services News

Yieldstreet Prism Fund is Open to Non-Accredited Investors

Fintech News Desk
by Fintech News Desk0
Yieldstreet, the digital wealth management platform, announced that the Yieldstreet Prism Fund (the “Fund”) has expanded access to alternative investments to a broader potential pool of investors by opening the Fund to all investors. Read More: Prime Trust Launches Proprietary Core Banking Software for Fractional Assets, Including Cryptocurrency “The equities......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Business Fintech InsurTech News

Lufax Holding Ltd Provides Updates Regarding Recent Regulatory Development

Fintech News Desk
by Fintech News Desk0
Lufax Holding Ltd (NYSE: LU) (“Lufax” or the “Company”), a leading technology-empowered personal financial services platform in China, today released a statement regarding the Interim Measures on Internet Micro Lending Loans (Consultation Paper) jointly issued by the China Banking and Insurance Regulatory Commission and the People’s Bank of China on......
S&T Bank Enhances Consumer Banking With New Leadership
Banking Fintech News

S&T Bank Enhances Consumer Banking With New Leadership

Fintech News Desk
by Fintech News Desk0
S&T Bank announced the appointment of Jason Forman as the executive vice president, director of consumer banking. S&T Bank is a full-service financial institution with assets of $9.2 billion and current operations in five markets including Western Pennsylvania, Eastern Pennsylvania, Northeast Ohio, Central Ohio, and Upstate New York. Read More: SBLI Increases Coverage to $750K for All......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech Investment Services News

iCapital Network Leverages U.S. Success to Accelerate International Growth

Fintech News Desk
by Fintech News Desk0
iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced a series of milestones in its expansion into the European and Asian markets. On the heels of high-profile client acquisitions and rapid organic asset growth within the U.S.......
Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform
Fintech News

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Fintech News Desk
by Fintech News Desk0
Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management platform that simplifies and streamlines back-office functions for advisors and wealth managers, launched the next generation of its powerful core......
Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer
Fintech Investment Services News

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Fintech leader continues adding experienced, influential voices to executive leadership team Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced Kevin Armstrong as the company’s general counsel and chief legal officer. Armstrong will oversee all legal matters and direct risk, compliance, audit and governance functions......
SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution
Fintech News

FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

Fintech News Desk
by Fintech News Desk0
The Proprietary Platform Enables Customizable Access to Annuities for Any Enterprise or Partner FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the launch of its proprietary platform, FIDx Protection Intelligence. The launch enables direct integration for any distribution entity to offer access......
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