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163 Results from /wealth, 2022

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CEPRES launches AI-based forecasting tool

CEPRES — the leader in private market investment technology and data — today announced the launch of CEPRES Predictive Intelligence, an enhanced, future-oriented portfolio management suite based on CEPRES’s proven and backtested forecasting technology

/wealth

Canoe and VRGL team on asset data for wealth managers

Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence, today announced a new partnership with VRGL, a provider of institutional-grade analytics and automated data extraction to the wealth management industry.

/wealth

Envestnet launches Wealth Data platform

Envestnet, Inc. (NYSE: ENV), today announced that it is accelerating the growth of its Data and Analytics business by launching the Wealth Data platform, a cloud-based data intelligence solution for wealth advisory firms, to allow home offices and financial advisors to connect and enrich all the data sources across their practice and provide their clients with actionable insights at scale – all on one platform.

/wealth

Link Fund Solutions selects EFA for middle office outsourcing

EFA is proud to have been chosen by Link Fund Solutions (Luxembourg) S.A. part of the largest providers of Alternative Investment Fund Management (AIFM) and third-party Management Company (ManCo) services in Europe, to provide Middle Office services covering Trade management services for transferable securities and for financial derivative instruments.

/wealth

Broadridge bolsters funds team

Broadridge has hired Stephen Johnston as Managing Director, Client Delivery Operations for Broadridge Fund Communication Solutions (FCS).

/wealth

Consultant publishes regional growth strategy for UK''s fintech sector

A new regional growth strategy, developed in response to a national strategic review of FinTech, has identified the opportunity to create more than 2,000 new jobs in the North East by the end of 2025, taking the size of the sector’s employment to more than 7,700 jobs.

/wealth

Bento Engine makes senior hires

Bento Engine Inc. (“Bento”), a fintech empowering financial advisors to deliver proactive, comprehensive advice at scale to better serve clients, deepen relationships and convert more prospects, today announced the addition of three key new team members for the roles of Chief Growth Officer, Chief of Staff and Advice Evangelist / Business Development Representative.

/wealth

Cion Digital launches wealth advisor lending platform

Cion Digital, developers of the first enterprise SaaS blockchain orchestration and payments platform, today announced the company is expanding their operations to offer their suite of services to a broader portion of the financial services and retail sectors.

/wealth

Brinc buys shares in Asian digital asset exchange

Brinc, a leading global venture accelerator founded on a sustainability mandate, announces its partnership with Fusang Corp, owner and operator of Asia’s first fully licensed and regulated digital exchange for security tokens and assets, to make startup investment more inclusive by leveraging blockchain technology and unlocking the use of a regulated digital asset exchange, wholly owned by Fusang Corp, namely Fusang Digital Asset Exchange.

/wealth

Art investment platform partners with wealth manager

The innovative fractional art investment platform Mintus.com has signed a partnership agreement with Amicorp Group’s wealth management company, Amergeris, opening access to shared ownership of iconic art to the clients of private banks, family offices & wealth managers.

/wealth

EY launches business transformation platform for FS industry

EY announces that it has expanded its technology ecosystem with the launch of business transformation platform, EY Nexus, which is optimized for financial services and designed for rapid deployment of new products and solutions.

/wealth

Zedra selects Clausematch for digital transformation

Zedra, an international provider of corporate and global expansion, active wealth, Pensions & Incentives and Fund solutions, today announces its partnership with Clausematch, a technology company developing solutions for regulatory compliance.

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