We are thrilled to announce that CREALOGIX has been recognized as one of the Top 25 WealthTech Companies in 2024 by The Financial Technology Report! 🏆 Among a highly competitive field of nominees, we have excelled and impressed with our top-notch digital services for wealth and investment management firms, as well as private banks. Thank you for this honor and congratulations to the other 24 #wealthtech companies recognized alongside us by The Financial Technology Report. Read more: https://lnkd.in/gVKUPPvN
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Integrating financial ecosystems into a company’s strategy is crucial for maintaining competitiveness and securing market shares. Nevertheless, some financial institutions remain hesitant about this business model due to concerns about costs and complexity. In our latest blog post, Felix Scholle, Senior Sales Manager at CREALOGIX, debunks the five most common misconceptions about financial ecosystems 👉 https://lnkd.in/eQvQfyEC #financialecosystems #innovation #fintech
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𝗡𝗘𝗪 𝗬𝗘𝗔𝗥, 𝗡𝗘𝗪 𝗗𝗔𝗦𝗛𝗕𝗢𝗔𝗥𝗗 🔧We've recently overhauled the dashboard of Fintegrate in order to put more options at your fingertips, in a way that saves you even more time and improves efficiency, and our users love it! “I just wanted to say what a fantastic update this week, the dashboard is amazing – I love all the changes and how Fintegrate is evolving. It is honestly the most valuable tool we use.” - Samuel Gee, Director at Manning Gee Investments 😍 See it for yourself and book a demo: https://lnkd.in/eYrTjqTV #FinancialTechnology #FinTech #FinancialPlanning
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Worried that an increased ambition within private markets investing is disruptive to your current tech stack? Our latest Tech Quarterly showcases how ROYC Group's modular approach can connect smoothly with your existing systems, which minimizes the risk and unlocks both benefits and upside for you and your end-clients. 📄Discover how modular solutions can optimize your workflow and enhance productivity here https://lnkd.in/dkht6HpT 📅Curious about how ROYC works in action? Book a demo today https://lnkd.in/d5z_7rYh 🔔Follow us for the latest insights on private markets! #Tech #PrivateMarkets #PrivateEquity #WealthManagement
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Thoughts c/o Oisin Breen and RIABiz.com on the increasingly close collaboration between Fidelity Investments and Envestnet, Inc. And separately, a question: with the acquisition of Envestnet by Bain Capital, is there still room in the mix for FNZ Group? #custody #technology #TAMP #managedaccounts #SMA #models #TAMP #platform #digital #advisors #RIA #distribution Susumu, Steven Suzuki Wally Okby Lisa A. Brignoni Asher, CFA Datos Insights https://lnkd.in/g-AjWa-i
The minor 20-year Fidelity and Envestnet collaboration just got major as FMAX begins to take off and the two companies seek to press the advantage | RIABiz
riabiz.com
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At Intrinio, we offer historical tick data for both #equities and #options - get a primer on the best way to leverage this kind of data: https://hubs.ly/Q02mjrlQ0 #tickdata #historicaltickdata #stockdata #stockapi #fintech
Historical Tick Data - Why it is Vital & How to Uncover Tick History | Intrinio
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Meet our Silver sponsors at the Global RegTech Summit, CUBE! Come join them at booth 4 to chat with some of the leading innovators in the RegTech industry! Jana Christel Perlet Rob Usher Edward Thomas Daniel Dunphy #GRTS24 #FinTech #RegTech
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Great news for EmTech innovators! 🚀 𝗝𝗼𝗶𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝗧𝗲𝗰𝗵𝗣𝗮𝘀𝘀𝗽𝗼𝗿𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝗶𝘀 𝗻𝗼𝘄 𝗙𝗥𝗘𝗘 𝗳𝗼𝗿 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿𝘀. No commitments, no commission - just your gateway to connect with leading financial institutions. Unlock new opportunities and grow your business with us today. #FinTech #NoFees #Marketplace #SaaSsupplier #EmTech #Innovation
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"Understand what problems people have, fall in love with people, then make something people want" Cal Fund's Vanessa Kahkesh recently spoke with fintech founder Moses Lo on what drove his interest in e-commerce, financial infrastructures, and the problems that would lay the foundation for his decision to build Xendit. Take a look at part of the interview below. Xendit, Moses Lo, Vanessa Kahkesh, Kurt Beyer, Mehek Kandru, California Innovation Fund
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🤝 Arrel Technology x TrustReserve Recently, we had the privilege of hosting Nicholas Allen and Jevon Coffin-Grey from Arrel Technology at our offices in Johannesburg. The day was eye-opening - filled with highly productive discussions and exploring synergies - we at TrustReserve are excited for the future! 🌞 🤝 Arrel Technology powers institutional crypto-asset business models, reducing technical barriers to entry and enabling real-time transparency, control, and automated execution across the digital asset ecosystem—all from a single interface. As industry leaders, we're excited to drive the adoption of digital assets together and further ignite our passion for what we do! #digitalassets #cryptoassets
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Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: Elevation Point | SAVVY WEALTH | Avantax | Genstar Capital #WealthManagement #WealthTech #RIA #News #Fintech
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