Tag : wealth managers

FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading
Fintech News Trading

FIS Launches Digital Trading Storefront to Revolutionize Cross Asset Trading

Business Wire
by Business Wire0
FIS has launched its Digital Trading Storefront, a scalable online platform that brings easy access and hyper-personalized experiences to digital trading across a wide variety of asset classes and markets. New solution gives clients the ability to reimagine their digital presence for the money at work phase of the money......
SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
Artificial Intelligence Finance

SS&C Bolsters Alternatives Data Aggregation for Wealth Managers

PR Newswire
by PR Newswire0
SS&C Technologies Holdings, Inc. today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers’ alternative investment data. Powered by proprietary technology, SS&C Accord leverages SS&C’s wealth management and alternative investment fund administration expertise to help advisors aggregate and process siloed data across......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
by Fintech News Desk0
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
US Leads the Way as Regulators Commit to Robust Crypto Rules
Digital Asset Management News

US Leads the Way as Regulators Commit to Robust Crypto Rules

Fintech News Desk
by Fintech News Desk0
92% OF institutional investors and Wealth Managers back SEC ‘regulation by enforcement’ approach According to newglobal research by London-based Nickel Digital Asset Management (Nickel), Europe’s regulated, award-winning digital assets hedge fund manager founded by alumni of Bankers Trust, Goldman Sachs and JPMorgan, international investors are increasingly convinced that regulators are......
Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing
Investment Services News

Masttro Unveils Doc AI: Revolutionizing Alternative Investment Data Processing

Business Wire
by Business Wire0
Masttro, a leading wealth tech platform for wealth managers and advisors, announced the launch of its newest product, Document AI. Doc AI is a revolutionary new module that automates the data handling of capital calls, distributions, and capital statements, bringing speed and accuracy to the process of managing alternative investments.......
Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital
Cryptocurrency Digital Asset Management News

Bitwave Closes $15 Million Series A Funding Round Led by Hack VC and Blockchain Capital

Fintech News Desk
by Fintech News Desk0
The Funds Will Contribute to the Launch of Bitwave Institutional, an Accounting and Compliance Platform for Financial Services Firms Using Digital Assets Bitwave, the first enterprise-focused digital asset finance platform designed to manage the intersection of cryptocurrency tax, accounting, and compliance, announced that it has closed a $15 million Series......
New Report: Robo Advisers are on the March in the MENA Region
Featured Finance Risk Management

New Report: Robo Advisers are on the March in the MENA Region

Fintech Staff Writer
by Fintech Staff Writer0
One in three wealth managers expect dramatic expansion over the next three years, Oxford Risk research shows Wealth managers in the MENA region are expecting strong growth in the number of robo advisers and digital only wealth managers, new research for behavioral finance experts, Oxford Risk shows. Its study with......
BlackRock-Completes-Acquisition-of-Aperio
Business Fintech News

BlackRock Completes Acquisition of Aperio

Fintech News Desk
by Fintech News Desk0
BlackRock, Inc. has completed the acquisition of Aperio, a pioneer in customizing tax-optimized index equity separately managed accounts (SMAs), from Golden Gate Capital and Aperio employees. The combination expands the breadth of BlackRock’s personalization capabilities via tax-managed strategies across factors, broad market indexing, and investor ESG preferences. Read More:  Tuvalu......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
KBC-Securities-Services-selects-Objectway-for-smart-digital-client-onboarding-for-independent-wealth-managers
Business Fintech News

KBC Securities Services Selects Objectway For Smart Digital Client Onboarding For Independent Wealth Managers

Fintech News Desk
by Fintech News Desk0
KBC Securities Services has chosen the leading Digital Wealth & Asset Management software provider Objectway to implement Digital Client Onboarding for independent, Benelux-based wealth managers who rely on KBC Securities Services to safeguard their clients’ investment portfolios. A member of the Belgian KBC group, KBC Securities Services is a global......
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