06/14/2023
OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions
"We are excited to support OneVest on their mission to provide full stack WealthTech solutions to the financial services ecosystem,"
FinTech
06/13/2023
Tifin asset management tech raises $10 million, goes independent
The fundraising was led by Motive Ventures, the venture capital arm of Motive Partners.
06/12/2023
Bank and fintech startup team up to try to help close the racial wealth gap
Unbanked rates are higher among Black and Hispanic households
06/12/2023
Experts Warn of Hard to Detect Frauds Due to AI and Deep Fakes
The Federal Trade Commission (FTC) reported in February 2023 that financial scams have been on the rise.
06/12/2023
Open banking payments startup Atoa raises $6.5m
Atoa argues that Mastercard and Visa payment rails have an effective duopoly in the market
06/08/2023
Schneider Geospatial Strengthens GovTech Leadership; Expands into Asset Management with PeopleGIS
This highly strategic add-on marks Schneider Geospatial’s entry into the asset management software space and sets the stage for accelerated growth and innovation.
06/07/2023
Archer and Brooklyn Investment Group Partner to Provide Asset Managers A.I.-Powered Custom Direct Indexing Solution
Strategic partnership enhances Archer’s ability to support asset managers’ ongoing efforts to meet demand for direct indexing and tax-optimized investment offerings
06/07/2023
SS&C Announces Latest Updates to SS&C Blue Prism Intelligent Automation Platform
The latest updates will help organizations extract value from intelligent automation programs to achieve business growth and improve the customer and employee experience.
06/07/2023
Northern Trust releases online platform for asset owners
Empowering asset owners with the latest insights, research, and networking opportunities
06/07/2023
Fintech Valor PayTech Hires Todd Harris and Bryna Pinks
Valor PayTech, a rapidly-growing fintech provider of end-to-end, processor-agnostic unified commerce solutions, has expanded its team by bringing on two payment industry veterans
06/06/2023
Worldpay from FIS teams up with Volt to Bring Power of Open Banking to Merchants
The collaboration, announced at Money 20/20 Europe, will bring the power of open banking to merchants and give them the ability to take payment through open banking from consumers.
06/01/2023
Manulife Securities continues to advance technology platform through enhanced portfolio management capabilities creating efficiencies for advisors and clients
Manulife Securities will be utilizing Envestnet's Wealth Platform to underpin its managed programs
05/31/2023
SS&C GlobeOp Forward Redemption Indicator
SS&C GlobeOp Forward Redemption Indicator: May notifications 3.23%
05/31/2023
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
The launch of "BlueGive" follows a successful Beta test in Q1 2023, and accelerates organic growth for the Ronald Blue Trust network of advisors
05/30/2023
Opportunities for RPA and a Digital Workforce in Family Offices
These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.
05/30/2023
State Street Global Advisors looks to tokenise ETFs and private assets
SSGA becomes just the latest to eye the space, joining the likes of BlackRock, DWS and Franklin Templeton
05/30/2023
Digitization And Digitalization Must Coexist
The early 2000s marked the beginning of a significant shift in banking operations
05/30/2023
The future of wealth advisory: new tech and deeper relationships
Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base
05/30/2023
Banks Aim AI at Fraud Management but Need Help
One in five of these organizations said the fraud attacks cost them more than $50 million.
05/30/2023
AFS Logistics recognized with two accolades for technology platform
Award-winning AFSmart technology suite honored for providing shippers with critical data for fast decision making