Grain reveals v2.0 of Its Wealth Management App
- 7 years 9 months ago
- Wealth Management
The wealth management startup Grain has demonstarted its 2.0 version in the iOS app store this week and it is also live on
InvestCloud Introduces Accounting and Robo Capabilitie to The Wealth Management Platform
- 7 years 9 months ago
- Wealth Management, Accounting
InvestCloud Inc., a global FinTech firm, has announced a new division to add further accounting and Robo capabilities to its digital wealth management platform. The creation of the InvestCloud icMAC (Modeling, Accounting & Custody) division follows the firm’s $20 million acquisition of London-based Babel Systems, announced in January 2017. Its launch completes the integration of Babel into InvestCloud, with Babel founder Steve Wise appointed... more
Merrill Lynch Wealth Management Announces Upgrades in Mobile App Technologies
- 7 years 9 months ago
- Wealth Management, IT Innovations
Merrill Lynch Wealth Management today announced major enhancements to its mobile apps and other technologies in recognition of the growing use of mobile, social and web technologies in their clients’ personal and professional lives.
InvestCloud joins City of Boston for family savings program
- 7 years 10 months ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has partnered on a new program with the City of Boston and Boston Mayor Martin J. Walsh to let families to create long-term savings plans for their children’s education. This partnership serves as another proof of the growing need for wealth management services.
Profile announces the latest version of Axia
- 7 years 10 months ago
- Wealth Management
Profile Software, an international financial solutions provider, today announced the latest upgrade in Axia, the web-based wealth management and family office platform. Its functional coverage has been enriched with a number of new attributes such as instrument types, transaction types, analytics, interfaces and features to further boost the operational capability and efficiency of the organisation.
InvestCloud Grows Globally Shifting HQ to Los Angeles
- 7 years 10 months ago
- Platform Technology, Wealth Management
InvestCloud, the leading digital platform designed specifically for investors and wealth managers, has moved its global headquarters in Los Angeles into the prestigious Pacific Design Center as it expands its operations and targets further global growth. The new location provides capacity to increase InvestCloud’s headcount to support further planned growth in 2017. In addition to extra space, the new environment has been fitted with... more
Market Gravity to Speak at Two-day London Event Exploring Digital Opportunities in Wealth and Asset Management
- 7 years 11 months ago
- Asset Management, Wealth Management
Join business leaders at a two-day event in London aimed at highlighting how wealth and asset managers can implement and get the best out of digital technology through agile working and innovative leadership. Experts from some of Europe’s top investment management companies will gather to share their experiences of digital transformation and how they use data in new ways to make more intelligent decisions and expand marketing reach.
Kymin Financial Services unveils robo-advice tool via Intelliflo’s iO
- 7 years 11 months ago
- Management, Asset Management, Investment Management, Wealth Management
Newport-based Kymin Financial Services has launched Kymin Direct, an automated online investment service via Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP) for clients with between £1,000 and £50,000 to invest. Targeted at ISA and GIA savings, the service is competitively priced and does not involve clients interacting face-to-face with the team of advisers unless they request it.
Profile Software to showcase its solutions at Middle East Wealth Management Forum in Dubai
- 7 years 11 months ago
- Transaction Banking, Investment Management, Wealth Management, Core Banking, Islamic Finance
Profile Software, an international financial solutions provider, today announced its sponsorship of the Middle East Wealth Management Forum organized by Hubbis, taking place on the 24th of January at the Ritz Carlton, DIFC in Dubai, UAE. Profile’s executives will demonstrate the client centric and innovative platforms that address the Wealth Management industry’s requirements.
Advicent Announces Partnership With Janney Montgomery Scott
- 7 years 11 months ago
- Investment Management, Wealth Management
Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards.
Smartr365 unites advisers and technology for better financial decisions
- 7 years 11 months ago
- Investment Management, Wealth Management, Consultancy
Smartr365, a new technology platform designed to enable financial advisers to serve their clients quicker and more efficiently than ever before, launches nationwide later this month. Using state-of-the art bespoke technology, the Smart365 SaaS platform aims to shake up the sector by simplifying the way advisers work, through a series of real-time applications that will allow them to manage their clients’ finances more effectively.
MCT selects INDATA’s iPM Cloud Platform
- 7 years 11 months ago
- Buy-Side Back and Middle Office, Buy-Side Front Office, Investment Management, Wealth Management, Data, Data Management, Market and Reference Data
INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that MCT - MacGuire, Cheswick & Tuttle Investment Counsel, based in Darien, CT has implemented INDATA’s iPM Cloud – Intelligent Portfolio Management® platform.
CreditEase Wealth Management Named China's "Best Non-Bank Private Wealth Product"
- 7 years 12 months ago
- Wealth Management
CreditEase Wealth Management was named winner of the "Best Non-Bank Private Wealth Product" by The Asian Banker, a Singapore-based leading provider of strategic intelligence on the financial services industry, on December 14. Being the only winner of the award conferred by the Asian Banker for wealth management products is a great honor of CreditEase Wealth Management.
Munnypot launches robo-advice service
- 8 years 5 days ago
- Investment Management, Wealth Management, Consultancy
Munnypot, a new service offering affordable online financial advice, today announces it has soft launched, with the backing of respected industry partners. Munnypot is a robo-advice and investment service that anyone can use to get straightforward financial advice in a language they can understand, at a fraction of the cost of a financial adviser or wealth manager. Munnypot soft launched to consumers in December and will be ramping up its... more
