Tag : WealthTech

BodesWell.io Graduates from FinMason Accelerator to Become Official Partner
Business Fintech Investment Services News

BodesWell.io Graduates from FinMason Accelerator to Become Official Partner

Fintech News Desk
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that BodesWell.io, a self-service financial planning company, has selected FinMason to turbo-charge their investment analytics. BodesWell.io is a recent graduate of FinMason’s FinSpring accelerator program, which provides free APIs to WealthTech startups looking to promote......
What's Big in Fintech for Banking and Finance (BFSI) Companies?
Artificial Intelligence Banking Big Data Blockchain Business Featured Fintech

What’s Big in Fintech for Banking and Finance (BFSI) Companies?

Paroma Sen
New innovations in finance technology have led to a complete shift in how the BFSI sector functions today The Coronavirus pandemic has only accelerated the pace at which companies are now being forced to make their digital transformation investments. Data science, big data analytics, cloud, security, artificial intelligence (AI)/ machine......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards
Fintech News

Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards

Fintech News Desk
Firm recognized for collaboration with SoFi, which resulted in a significant spike in engagement on new SoFi Invest platform Xignite, Inc., a provider of market data distribution and management solutions for financial services and technology companies, today announced it won the Best Real-Time Market Data Initiative at the Inside Market Data......
William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde
Fintech News

Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde

Fintech News Desk
Rothschild Joins as President & Valverde Joins as GM to Maximize Apex Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management Apex Clearing, a PEAK6 company and the custody and clearing engine powering the future of wealth management, announced the addition of two financial services and......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
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Niyo Acquires Wealthtech Start-Up Goalwise; Aims To Target Millennials

Fintech News Desk
In a bid to expand its product offering to the millennials, Niyo, India-based digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform. The Covid-19 pandemic has significantly increased the demand for digital banking and related services. Niyo is well-placed to use this opportunity to rapidly expand its user......
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