Tagged: wealth management

August 24, 2023 @ 6:22 am By Omar Faridi  |  

Salesforce has collaborated with BNY Mellon’s Pershing X, a startup technology unit within BNY Mellon | Pershing, “to build two new client onboarding and engagement apps that will power connected and data-driven experiences for wealth management clients.” When available, the apps will integrate Pershing X’s… Read More

August 21, 2023 @ 11:34 pm By Omar Faridi  |  

The team at Addepar recently held a discussion with Three Bridge Wealth Advisors and Navigator’s Rajiv Sharma. Recently, Addepar sat down with the co-founders of Three Bridge Wealth Advisors, Brett Sharkey and Eric Thurber, and product lead for Navigator, Rajiv Sharma, in order “to glean… Read More

August 13, 2023 @ 1:54 pm By Omar Faridi  |  

As part of modernizing its IT landscape and enhancing the customer experience, Handelsbanken Norway has chosen to consolidate on Tietoevry Banking’s wealth management solution. This enables Handelsbanken “to offer financial products, including mutual funds, equities, ETFs and more, through one modern self-service platform for its… Read More

August 11, 2023 @ 3:35 pm By Omar Faridi  |  

Bybit, which claims to be one of CoinGecko’s top five most trusted crypto exchanges, has announced the launch of a new Wealth Management product. According to the company, Bybit’s Wealth Management aims to “offer personalized solutions and attractive returns with minimized risk.” Bybit’s Wealth Management… Read More

August 11, 2023 @ 11:13 am By Omar Faridi  |  

ForwardLane, the provider of AI-powered intelligence solutions, announces today the launch of its new generative decision intelligence platform EMERGE “to help solve many enterprise challenges such as data transparency, data privacy and data security issues within the wealth, asset management and insurance industries.” Following conversations… Read More

August 9, 2023 @ 8:19 am By Omar Faridi  |  

  Juniper Square says they will help clients unlock the potential of every investment partnership. Juniper Square explains that it “empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities.” Their partnership enablement solutions “empower investment partners to connect and communicate… Read More

August 8, 2023 @ 8:35 pm By Omar Faridi  |  

Jordan Wexler, CEO of EarlyBird, recently discussed the importance of family finance and how this is a pivotal moment in US history in relation to the great wealth divide. During his recent interview with CI, Jordan highlights the growth of fintech is now more accessible… Read More

August 4, 2023 @ 5:01 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool that empowers financial advisors “to build robust, personalized client portfolios incorporating alternatives and structured investments.” Advisors can use Architect – which “combines… Read More

July 31, 2023 @ 8:17 am By Omar Faridi  |  

Standard Custody & Trust Company, a NYDFS chartered company providing institutional-grade custody, escrow, and settlement services for digital assets, announced a  partnership with L1 Advisors, a “pioneering” onchain wealth management platform for financial advisors and their clients. This partnership signifies an “industry-first” product offering “for… Read More

July 30, 2023 @ 11:47 am By Omar Faridi  |  

TIFIN, the artificial intelligence (AI) platform for wealth, is pleased to announce the launch of TIFIN.AI. TIFIN.AI is dedicated to conceiving and “developing TIFIN’s second cohort of AI-powered fintech companies.” J.P. Morgan (NYSE: JPM) has joined TIFIN in funding TIFIN.AI. The formation of TIFIN.AI builds… Read More

July 27, 2023 @ 8:26 pm By Omar Faridi  |  

Inside Addepar, a recap of key Addepar platform updates, research insights and client, partner and company developments, has shared that in July 2023, the firm introduced new product enhancements, which include “scheduling for daily reports and customizable charts in Navigator.” The Addepar Research team published… Read More

July 23, 2023 @ 4:58 pm By Omar Faridi  |  

Nomura announced the expansion of its International Wealth Management business with new premises in Dubai International Financial Centre (DIFC), the global financial hub in the MENA and South Asia region. Nomura announced last year that it would “open a branch of Nomura Singapore Limited in… Read More

July 23, 2023 @ 6:11 am By Omar Faridi  |  

Worldsource Wealth Management and IDC Worldsource Insurance Network Inc. are pleased to announce they have partnered with global Fintech, Broadridge Financial Solutions Inc. (NYSE: BR), to help their advisors “provide relevant, timely communications to their clients using Broadridge’s automated digital marketing platform AdvisorStream.” Doce Tomic,… Read More

July 18, 2023 @ 10:38 pm By Omar Faridi  |  

FNZ, the global wealth management platform, has launched FNZ Yield Plus notes to provide professional investors such as corporates, pension funds, banks, insurance companies, asset managers and other institutional investors with a low-risk cash alternative and strengthen its global proposition. FNZ Yield Plus notes offer… Read More

July 5, 2023 @ 5:38 pm By Omar Faridi  |  

Tim Frost, CEO of digital wealth platform Yield App, says that recent price stability in bitcoin combined with a number of positive macro and regulatory signals mean the stage could be set for crypto’s next bull market. Tim Frost, CEO of digital wealth platform Yield… Read More

July 4, 2023 @ 5:23 am By Omar Faridi  |  

Fidelity Investments 2023 M&A Valuation & Deal Structure Survey “revealed a 237% increase in registered investment advisor (RIA) M&A deals, with 492 reported transactions, up from 146 for the 2017- 2019 study period.” The survey, which examines trends and buyer perceptions “related to RIA M&A… Read More

June 21, 2023 @ 11:25 pm By Omar Faridi  |  

Wealth-as-a-Service platform OneVest announced CAD$17M in Series A funding as it aims to improve the wealth management experience for both financial institutions and their customers. The investment round, “which is led by OMERS Ventures with participation from existing investors Luge Capital, Panache Ventures, AAF Management,… Read More

June 19, 2023 @ 11:27 pm By Omar Faridi  |  

Douugh Ltd (ASX: DOU), the consumer fintech on a mission to empower everyday Aussies to take control of their money and build long term wealth on autopilot, is announcing the launch of the “world’s first” Pay Now or Pay Later Stockback rewards Mastercard. With the… Read More

June 19, 2023 @ 9:11 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, the platform connecting wealth managers and advisors “with alternative investment opportunities offered by the world’s leading investment providers and asset managers.” Powered by its… Read More

June 19, 2023 @ 8:39 am By Omar Faridi  |  

Bitpanda Cash Plus is described as a new way for the community “to earn 2.57% yield and even more on their cash, and another big step towards our goal of simplifying wealth creation for everyone.” As explained in a blog post, Bitpanda Cash Plus claims… Read More