Company updates

Search
clear
clear
Reset all filters

Latest Results from /wealth

/wealth

Merrill releases digital tool to match welath clients with financial advisors

Today, Merrill Wealth Management launched Merrill Advisor Match, a research-based, digital platform that connects people seeking financial advice with a Merrill financial advisor who best fits their preferences and needs.

/wealth

MorganAsh readies financial advisers for Consumer Duty with Mars system upgrades

The team at MorganAsh has announced further upgrades to its new adviser tool to help businesses better manage and evaluate consumer vulnerability.

/wealth

Fidelity integrates with Salesforce

Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions and insights to wealth management firms and institutions, today announced the Fidelity Institutional Integration on Salesforce AppExchange, an enhancement designed to save time and deliver a more streamlined and connected platform experience.

/wealth

NORD.Investments tas Mastercard for open banking payments

Today, Aiia, a Mastercard company, and NORD.Investments are announcing a new collaboration that will enable quick, easy and secure top-up open banking payments in Denmark's largest independent digital investment advisor platform.

/wealth

Truist launches AI-enhanced virtual assistant

Truist Financial Corporation ( NYSE: TFC), today announced the launch of Truist Assist in its mobile banking app and online banking platform for personal banking (retail and wealth) clients.

/wealth

WealthOS rolls out sandbox

WealthOS, a leading provider of digital wealth management software, and Exactpro, a leading provider of software testing services, today announced a first in the wealth management industry – the release of the WealthOS platform for industry participants to experiment with.

/wealth

Bovill appoints Matt Browne as head of wealth practice

Matt Browne joins financial regulation consultancy Bovill as head of its Wealth Practice.

/wealth

St. James's Place adopts Napier screening tech

Napier, provider of advanced financial crime compliance solutions, has partnered with one of UK’s top wealth management and financial planning specialists, St. James’s Place.

/wealth

Objectway names Hassan Suffyan MD, UK region

Objectway, a global top 100 banking, wealth & asset management software provider, has announced the appointment of Hassan Suffyan as Managing Director of Objectway for the UK region.

/wealth

Patronas Financial Systems and Temenos Multifonds team up

Temenos (SIX: TEMN) today announces the collaboration between Temenos Multifonds and PATRONAS Financial Systems, a leading provider of advanced software for the European investment industry.

/wealth

Allvue names Dan Streetman CEO

Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, today announced Dan Streetman has joined as Chief Executive Officer.

/wealth

Linedata updates Navquest fund monitoring tech

Linedata (Euronext Paris: LIN), a global provider of asset management and credit technology, data and services, today announced the launch of an optimised version of its Linedata Navquest fund monitoring solution.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept