Newly Approved Target-Date Retirement Funds to Become Available on Ant Fortune Platform
- 6 years 3 months ago
- Wealth Management
Ant Financial Services Group (“Ant Financial” or “the Company”) today announced that 14 newly approved target-date retirement funds will be made available on the Company’s wealth management platform, Ant Fortune.
Merrill Lynch Wealth Management Selects FactSet as Primary Market Data provider for all Financial Advisors
- 6 years 3 months ago
- Wealth Management
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today announced it has been selected to be the primary market data provider for Merrill Lynch Wealth Management. Starting later this year, FactSet will deploy its Market Data solution to more than 15,000 wealth management professionals across Merrill Lynch.
B21 Partners with Flexepin to Allow Crypto Investing with Cash
- 6 years 4 months ago
- Wealth Management, Cryptocurrencies
With Flexepin, B21 users can fund their investing accounts without a bank account or debit card
State Street Verus is Live Now
- 6 years 4 months ago
- Investment Management, Wealth Management, Data
State Street Corporation (NYSE: STT) today announced the launch of State Street VerusSM, a mobile-first application that makes connections between news coverage and investors’ holdings through the application of big data, machine learning, natural language processing and human intelligence. Verus is designed to help investment professionals in the front office gain greater insights, mitigate risk, and generate alpha.
B21 Partners with Salus Alpha to Accelerate Deployment of its Personal Wealth Management Platform
- 6 years 4 months ago
- Wealth Management
B21 will list Salus Alpha’s ‘Smarter than Crypto’ index fund, and introduce new licensed funds to investors
Investment Bank of Greece goes live with RiskAvert by Profile Software
- 6 years 4 months ago
- Risk Management, Wealth Management, Compliance
Profile Software, an international financial solutions provider, announced today the successful implementation of RiskAvert, its advanced regulatory capital calculation, liquidity risk and XBRL validation and reporting platform, at IBG (Investment Bank of Greece) and the successful completion of the recent XBRL submission exercise to the Bank of Greece (EBA Reporting framework 2.7.0.1).
Julius Baer selects WealthSuite in Asia
- 6 years 6 months ago
- Wealth Management
Temenos announced that Julius Baer’s divisions in Singapore and Hong Kong have successfully completed the migration to Temenos WealthSuite. WealthSuite combines core banking, portfolio management, channels and analytics functions in a single wealth management platform. Julius Baer is a leading Swiss private banking group with around 400 billion USD in assets under management globally. The bank focuses on providing high-end services and in-depth... more
Revolutionary software to steer financial planners through new regulations
- 6 years 6 months ago
- Wealth Management
Fintech start-up i4C will officially launch its exciting new offering to wealth managers and financial planners across the UK in June. i4C is a SaaS that provides financial planners with a sophisticated but easy to use web-based product, enabling the creation of simple or complex cashflow plans to provide clear and compliant guidance to clients.
Profile introduces Axia Robo Advisor that delivers unique automation to address new markets
- 6 years 6 months ago
- Investment Management, Wealth Management
Profile Software, an international financial solutions provider, today announced the introduction of its Axia Robo Advisor solution, which automates all investment management operations targeted to wealth management firms and banks that want to address a wider market of investors.
JHC to source market data from VMS
- 6 years 6 months ago
- Wealth Management
Wealth management fintech firm, JHC Systems (JHC) has announced today that it has partnered with US fintech firm Vertical Management Systems (VMS) to provide customers with high quality and efficient market data.
marcus evans to Host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco
- 6 years 7 months ago
- Wealth Management
marcus evans will host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco. This conference will provide wealth managers with practical tools for developing a consistent and firm-wide digital adoption strategy allowing them to expand their client base and offerings.
3rd Global Asset Allocation Focus 2018 will commence in Shanghai this May
- 6 years 7 months ago
- Wealth Management
3rd Global Asset Allocation Focus 2018 (hereinafter as GAAF2018) will commence on May 17th-18th in Shanghai. GAAF2018 is Organized by CDMC Finance Research Institute (hereinafter as CFRI) and CDMC Group, with the support of Beijing Wealth Management Industry Association, International Wealth Management Association, Alternative Investment Management Association, Association of Family Office in Asia and Association of Private Bankers in Greater... more
FCI Advisors digitizes client engagement with InvestCloud
- 6 years 7 months ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has announced FCI Advisors as the latest wealth manager to adopt its digital platform. FCI will use InvestCloud to digitize services and engagement for its high-net-worth and institutional clients. FCI Advisors has been using InvestCloud’s document storage apps since 2014. The wealth manager has now added new functionality from InvestCloud to give clients the ability to interact with their wealth in more... more
Kestra Private Wealth Services Leads Another Wirehouse Team to Independence
- 6 years 7 months ago
- Wealth Management
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today welcomed True Alpha Wealth Management (True Alpha) to its platform. Based in Sandusky, Ohio, True Alpha Wealth Management is operated by Brian C. Duttera, President; Elizabeth Skrinak, CFP®, Vice President; and Pat Glasgow, Wealth Management Associate. Collectively, the team... more
JHC’s Digital Wealth Management Dashboard is Now Available in App Studio via Thomson Reuters Eikon
- 6 years 8 months ago
- Wealth Management
Following the signing of a global partnership agreement at the end of 2017, Wealth management fintech firm JHC Systems (JHC), is pleased to announce that its digital dashboard for instant 360°portfolio monitoring, risk analysis and ongoing compliance checking, JHC Neon (Neon) is now available in the Eikon App Studio. Amer Attar, JHC’s Head of Alliances, says that Neon’s fit with Eikon is “about as perfect as could be”.
