Wealth Management Archives

Hywin and Tencent Cloud Form Strategic Partnership Agreement for Digital Transformation

GlobeNewswireDecember 2, 2023

by GlobeNewswireDecember 2, 20230228

Hywin Holdings Ltd., a leading independent wealth management and health management service provider in China, is pleased to announce that the Company has officially signed...

CIO Influence News Cloud Digital Transformation

FusionIQ Expands into Canada With All-In-One Platform for Digital Wealth Management

PR NewswireSeptember 14, 2023

by PR NewswireSeptember 14, 20230234

U.S. wealthtech’s entry into Canadian market addresses need for versatile wealth management platform FusionIQ, a leader in the delivery of cloud-based wealth management solutions with...

CIO Influence News Digital Transformation

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR NewswireSeptember 13, 2023

by PR NewswireSeptember 13, 20230237

Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial...

CIO Influence News Martech

VRGL Announces Launch of Trailblazing Client Transition and Proposal Management Offering

Business WireSeptember 12, 2023

by Business WireSeptember 12, 20230239

VRGL, a Client Acquisition, Proposal Management and Retention (“CAPM & R”) solution, is excited to announce the upcoming launch of its new Client Transition and...

CIO Influence News Data Management

Invent Launches “Super App” Development Platform for Wealth Management

Cision PRWebAugust 8, 2023

by Cision PRWebAugust 8, 20230153

Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar...

CIO Influence News SaaS

Advisor360° Technology Update: Next Gen Client Portal Highlights Rapid Pace of Innovation on Digital Wealth Management Platform

Business WireAugust 3, 2023

by Business WireAugust 3, 20230231

Advisor360°, a leading provider of enterprise software and solutions for broker-dealers and other wealth management firms, continued its accelerated pace of platform enhancements in the...

Tag : Wealth Management

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

VRGL Announces Launch of Trailblazing Client Transition and Proposal Management Offering

Invent Launches “Super App” Development Platform for Wealth Management

Advisor360° Technology Update: Next Gen Client Portal Highlights Rapid Pace of Innovation on Digital Wealth Management Platform

This Week’s Highlights at CIOInfluence: Key Trends, Insights, and Must-Read Articles for July 01-05, 2024

Cutting-Edge Security: Toobit Unveils New Protective Measures for Users

RedHunt Labs Names Kunal Aggarwal as New CTO, Enhancing Tech Leadership

Understanding the Role and Organizational Impact of Chief Data and Analytics Officers

Milesight Unveils Advanced LoRaWAN Solutions to Enhance Human Comfort

Quick Links

Visit Our Other Sites