Tag : wealth management

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,......
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......
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