Tag : wealth managers

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......
RIA in a Box Launches Compliance Software for Private Funds
Fintech Fintech Funding Investment Services News

RIA in a Box Launches Compliance Software for Private Funds

Fintech News Desk
by Fintech News Desk0
Private fund advisors finally have software to support their unique compliance needs RIA in a Box, a leading provider of compliance and registration solutions for wealth managers and investment organizations, today announced it has launched a new platform to address the unique regulatory requirements faced by private fund advisers including......
AllocateRite Announces Hiring of New Director of Sales
Artificial Intelligence Fintech Investment Services News Risk Management Trading

AllocateRite Announces Hiring of New Director of Sales

Fintech News Desk
by Fintech News Desk0
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite’s Data Science-Powered Risk Analytics and Investment Technology Platform AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce veteran sales leader Alan Rubenfeld has joined AllocateRite......
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