Wealth management encompasses a wide range of services that help individuals manage their wealth efficiently. The services include investment planning guidance, financial advice, portfolio creation, and more. Individuals may opt to include such comprehensive services to manage wealth effortlessly. There are several banks such as Citibank that provide tailored and flexible wealth management services. Most financial institutions that provide wealth management services also assign dedicated wealth managers to each client. Wealth managers help clients streamline their wealth management needs by providing personalised strategies and solutions that align with their wealth needs.  

Among high-net-worth individuals, wealth management services are very much in demand due to their flexible approach and the availability of professional financial guidance. Comprehensive wealth management services can help you in building a diversified portfolio, getting potential high returns on your portfolio and monitoring your financial journey.  

How to choose the wealth management service that is right for you ?

Various financial institutions offer a varied range of wealth management services. If you are planning to use  a wealth management service for the first time  you may want to check the following points before selecting a service that is right for you:
 

Your goals and their approach

Before you finalise a firm to utilise their wealth management services  you must first check whether they are keeping your needs as their top-most priority. An ideal wealth management service will personalise the strategies by aligning them to your financial needs. Some of the crucial questions that you must ask are:

• Do they understand your wealth goals and requirements?
• Are they providing you with solutions that align with your vision of growing your wealth?
• Are they providing any feasible and holistic methods that may help you meet your financial goals and aspirations? 

These questions will help you choose the service that is better, and if your answers are affirmative for all, you can happily sign up for it. 

Client services 

Another way by which you can select the right wealth management service is by checking their client service model. A good wealth management firm will offer flexibility in the plans they offer to meet your requirements.
 

Experience counts

When it comes to trusting a financial institution to help you manage your wealth, it is best to go for the one that is reputable and well-known. Opt for banks or financial institutions that have large client bases and are in the financial domain for years. A good wealth management firm will also have a history of great reviews and ratings .You can get such reviews from various verified sources. 
 

Final Thoughts

By using this guide you can filter out several options and choose the best wealth management service that suits you and lets you protect and grow your wealth A good wealth management service will go above and beyond to help in your wealth-growing journey and to build a lasting relationship. So, make your choice carefully and wisely. 

Majic Wheels, Corp. (OTC Pink: MJWL) ("Majic" or the "Company"), a Delaware corporation, that is positioning itself as a player in the disruptive industries of fintech and software development by means of acquisitions, announces its subsidiary CGCX has signed a strategic partnership agreement with the PVBLIC Foundation, an innovative non-profit organization that mobilizes media, data, and technology for sustainable development and social impact around the world. 

Through this partnership, Majic Wheels Corp., and CGCX will contribute towards providing extensive support to a series of sustainable development and climate advocacy campaigns that will run through the rest of 2021. This partnership was specifically designed to showcase CGCX’s global leadership and action on the Sustainable Development Goals (SDGs). This partnership will include promotion of CGCX’s thought leadership around blockchain technologies.

Kicking off the series of campaigns, CGCX and Majic, will be joining the “Together for the Planet'' event taking place on September 27, 2021 in Mexico City.  This strategic event is set to unite public and private sector leaders in Mexico and the United States to lay the foundation for new partnerships that will prompt action in the run up to the United Nations Conference on Climate Change, COP26, taking place in November.

“Together for the Planet” event will be broadcasted on YouTube on September 30, 2021 at 3PM (EST). Registration is free at

http://www.pvblic.org/togetherfortheplanet

“We are honored to be part of this initiative by the PVBLIC Foundation. We are very proud of the recognition we are receiving for our commitment toward sustainable development goals. I deeply believe that creating shareholder value can only be strengthened by our firm climate advocacy and sustainable development values.” said David Chong, Chief Executive Officer of Majic Wheels, Corp.  

This latest development further increases the strength of the CGCX brand globally as an exchange and a thought leader on the impact of blockchain technologies on sustainable development initiatives.

“Our commitment to sustainable development is an important part of how we develop our products and services. Our Cryptocurrency mining operations which are set to begin in Q4 of this are a perfect example of this commitment. Our mining operations’ infrastructure was designed from the ground up to use efficient & renewable energy sources.” Said Dr. Vin Menon co-founder of CGCX.

Official partners include PVBLIC Foundation, the U.S. Department of State’s Office of Global Partnerships, and Industria Mexicana de Coca-Cola. The event convenes private sector, government, NGO, social entrepreneurship, youth, and innovation leaders and is the first in a series of engagements designed to organize new partners in Mexico and Latin America to advance climate action. 

This partnership will provide ample exposure to our company, leveraging our voice and support of high-level events and campaigns in partnership with the PVBLIC Foundation including the SDG Media Zone and the SDG Media Summit among other events.

Clearwater Analytics Holdings, Inc. (“Clearwater Analytics” or the “Company”), a leading provider of SaaS-based investment accounting, reporting, and analytics solutions, today announced the pricing of its initial public offering of 30,000,000 shares of its Class A common stock at a price to the public of $18.00 per share. In addition, the Company granted the underwriters a 30-day option to purchase up to an additional 4,500,000 shares of its Class A common stock at the public offering price, less underwriting discounts and commissions. The shares of Class A common stock are expected to begin trading on the New York Stock Exchange on September 24, 2021 under the symbol “CWAN.” The offering is expected to close on September 28, 2021, subject to customary closing conditions.  

Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC are acting as lead bookrunners and as representatives of the underwriters for the offering, with Credit Suisse Securities (USA) LLC, RBC Capital Markets, LLC, Wells Fargo Securities, LLC, Oppenheimer & Co. Inc., Piper Sandler & Co. and William Blair & Company, L.L.C. acting as additional bookrunners. BNP Paribas Securities Corp., D.A. Davidson & Co., AmeriVet Securities, Inc., Loop Capital Markets LLC, Penserra Securities LLC, R. Seelaus & Co., LLC and Siebert Williams Shank & Co., LLC are acting as co-managers for the offering. 

A registration statement relating to this offering was declared effective by the U.S. Securities and Exchange Commission (the “SEC”) on September 23, 2021. This offering is being made only by means of a prospectus. Copies of the final prospectus may be obtained, when available, by contacting: 

·       Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, New York 10282, via telephone: 1-866-471-2526, or via email: prospectus-ny@ny.email.gs.com; 

·       J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by telephone at (866) 803-9204, or by email at prospectus-eq_fi@jpmchase.com; or 

·       Morgan Stanley & Co. LLC, 180 Varick Street, 2nd Floor, New York, New York 10014, Attn: Prospectus Department. 

This press release shall not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. 

 Readen Holding Corp. (OTC Pink: RHCO), a Venture Capital Corporation, active in the Fintech, Online Payment and E-commerce industries, today announced that its wholly- owned subsidiaries, OkeApp and OkePay, have signed a Collaboration Agreement with Mezzofy, a leading Digital Coupon Platform in Asia. The strategic partnership would integrate existing Mezzofy merchants into OkeApp and OkePay instantly.

Established in 2014 and headquartered in Hong Kong, Mezzofy (www.mezzofy.com) has led the transformation of the coupon industry over the last seven years. As a coupon solution provider for merchants, developers and marketers, Mezzofy has established a strong foothold in the Asian coupon market, and merchants are using Mezzofy app worldwide to issue coupons. The merchant base includes many well-known brands such as, MasterCard, Maxim’s Group, Starbucks, Giorgio Armani, GS1, NTT, Loreal, YSL and the list is growing every day. Mezzofy has handled an estimated 300 million coupons, which has a value of over 30 billion HK dollars, through over 10,000 outlets.

The collaboration will allow OkeApp to have full access to Mezzofy’s merchant base, and Mezzofy will assist in the integration between OkeApp and the merchants. RHCO originally forecasted to sign between 8,000 and 10,000 new merchants on the OkeApp platform within the next twelve months in Hong Kong, which will eventually bring 4 million payment transactions per month. With this strategic partnership with Mezzofy, OkeApp will speed up the process of onboarding merchants. It will also further optimize the utilization of OkePay, a comprehensive back-end Payment Platform operated by RHCO, which accepts standard credit and debit cards, such as Visa, MasterCard, AMEX, UnionPay, along with Alipay, WeChat Pay and other mobile wallets and e-vouchers.

Richard Klitsie, CEO of RHCO stated, “Mezzofy is the most successful digital coupon platform globally, and we are excited to partner with Mezzofy. The collaboration not only brings OkeApp their existing merchants but will definitely realize OkeApp and Mezzofy’s potential to achieve an even higher level by joining forces.”

The newest version of OkeApp is available for download from Apple App Store and Google Play Store.

Readen Holding Corp. is a publicly traded Venture Capital Corporation, with major holdings in the Fintech Industry and has been increasing its investment in E-commerce and E-payment sectors.

Broadridge has hired Mike Johnson as Vice President, Global Product Manager of Derivatives Clearing. In his new role, Mike will be responsible for the continual enhancement, growth and quality of Broadridge’s leading global cleared derivatives platform, and leveraging strategic client and industry partnerships. He will also be responsible for ensuring clients receive first class service and the support of its deeply knowledgeable market experts.

Mike brings with him over 30 years of experience in financial services from Bank of America, including 15 years of experience in the exchange-traded derivative space and more than 10 years of experience in repo trading. During this time, Mike has become a champion of the front to back ownership model, driving the architecture of technology and operations infrastructure and providing solutions from trading and risk systems to post-trade books and records functionality. 

Mike was also the Global Head of Collateral Management and Business Development for Bank of America. He provided leadership and frameworks with strong governance processes, driving scalable client solutions, and consistently achieving strong financial results.

“We are very excited to be welcoming Mike to Broadridge.” says Danny Green, GM of Post-trade Solutions, Broadridge International. “His extensive experience and knowledge of the cleared derivatives space will enable us to continue delivering Broadridge’s industry leading solutions along with customer service of the highest standard.”

Creatio, a global software company that provides a leading no-code platform for process management and CRM, today announced it has been named a Leader in the September 2021 Gartner Magic Quadrant for B2B Marketing Automation Platforms (previously Gartner Magic Quadrant for CRM Lead Management) (1). It is the 3rd time Creatio has been named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms.

The report evaluates 13 vendors, on the basis of their Ability to Execute and Completeness of Vision to provide readers with an unbiased assessment of how well these vendors are performing against Gartner market views. Creatio has received a position in the Leaders Quadrant. 

Gartner defines “B2B marketing automation platforms as software that supports lead generation, lead management, lead scoring and lead nurturing activities across multiple marketing channels”. According to Gartner, “ B2B marketing automation platforms are designed to primarily support B2B use cases, but they may also be applicable to B2C organizations selling high-consideration products and/or B2B2C models with more complex, indirect sales processes.” In their market overview, Gartner notes that “to help maintain the integrity of lead workflows, integration between marketing automation and SFA systems is critical.”

The evaluated product, Marketing Creatio, is a marketing automation platform that helps organizations to streamline lead-to-revenue cycle with no-code. Marketing Creatio offers powerful capabilities for segmentation and audience management, end-to-end lead engagement, omnichannel campaigns, ABM workflows, AI/ML models to increase conversions and pipeline contribution, improve productivity and efficiency of go-to-market teams.  

Marketing Creatio can be used as standalone product or as part of the unified no-code CRM platform to accelerate sales, marketing, service and operations.

“Driving top-notch customer engagements is one of the key priorities for organizations today. Creatio equips revenue leaders with powerful no-code tools to strengthen their marketing efforts and accelerate the lead-to-revenue cycle,” said Katherine Kostereva, Founder and CEO of Creatio. “We believe our recognition as a Leader by Gartner for our marketing automation platform is a testament to our focus on helping revenue leaders in varying industries meet their objectives and drive business growth,” she adds.

Esker's H121 results confirm growth has accelerated after a period of COVID-19-induced weaker demand in FY20. Revenue growth of 19% y-o-y compares to 8% growth in H120 and FY20. Despite increasing headcount by 12% y-o-y, Esker reported operating profit growth of 47% and an operating margin at the higher end of the company's 13-15% target range. While FY21 guidance is unchanged, our earnings forecasts for FY21/22 have been revised to reflect the pace of cost increases and wage inflation.

The stock trades at a premium to document processing automation software and French software peers but at a discount to US SaaS peers. Esker has re-rated over the past two years (the stock is up 109% over the last year and 259% over two years), with its P/E multiple moving much closer to the US SaaS software peer group. We believe this is due to the value placed on businesses with high levels of recurring revenue, providing visibility through a period of economic uncertainty, and the potential for multi-year profitable double-digit growth. Esker has the added advantage of a strong balance sheet to fund growth.

The top 30 accountancy firm is focused on providing an innovative payslip solution that extends communication, support and guidance on vital pay issues, beyond just payday

Armstrong Watson has partnered with PayDashboard as their payslip delivery solution for their UK payroll division. The deal will see the top 30 accountancy firm rollout PayDashboard to over 1,200 payroll clients as Armstrong Watson continue to invest in their Award-Winning Payroll & Employee Service. PayDashboard will replace the current portal used by the firm in a move to streamline the client payroll experience and provide an added-value service to the employees of their payroll clients. 

Karen Thomson, Partner and Head of Payroll & People at Armstrong Watson commented: “The addition of PayDashboard as part of our payroll service is evidence of our commitment to give our clients the best possible payroll service.”

“PayDashboard provide a best-of-breed solution that not only focuses on ease of use and excellent technical support for our clients, but also offers our clients’ employees help to understand their payslip, their tax code, and other common payroll-related topics.

She continued: “Having PayDashboard as part of our technology stack will free up more of my teams’ time from dealing with technical support issues or reporting requests from clients. In turn, it will allow us to focus on advising our clients on the more in-depth aspects of their payroll and will be a critical part in addressing to the ongoing pay challenges our clients face in a post-COVID world.”

Mike Binns, CEO at PayDashboard, added “We are thrilled to welcome Armstrong Watson as a PayDashboard client. We thrive on working with innovative, forward-thinking firms who understand the true value of client and employee experience when it comes to payday.  Karen and her team at Armstrong Watson live and breathe this ethos.”