News, Comment & Analysis results for Finantix

Technology
23 July 2021

Digital Digest: The Latest Tech News - BNP Paribas, InvestCloud

The latest developments in technology services, products and trends around the world. ...

Technology
12 May 2021

Digital Digest: The Latest Tech News - InvestCloud Mitsubishi UFJ

The latest developments in technology products and investments around the world. ...

M and A
7 May 2021

InvestCloud Boosts Financial Planning Firepower With Acquisition

InvestCloud said it is making the deal at a time when turbulent markets make the need for financial...

Strategy
23 April 2021

InvestCloud Looks Towards Post-Pandemic World After Merger

InvestCloud, which recently carried out a major merger with two important fintechs in the...

Technology
24 March 2021

Driving Growth Through Digitization – Why Are So Many Wealth Managers Missing Out?

Wealth managers which are systematizing client intelligence and empowering their advisors with...

M and A
3 February 2021

Wealthtechs Agree Strategic Merger, Expand Global Reach

Finantix and Tegra118 are being melded with InvestCloud to build a Software-as-a-Service wealth...

People Moves
22 December 2020

Summary Of Asia-Pacific Executive Moves - November 2020

November was a busy month, for instance at Standard Chartered, where a number of senior positions...

People Moves
30 November 2020

Finantix Boosts Asia-Pacific Teams

The firm has been building out teams in the Asia-Pacific region and today a third of its total...

People Moves
10 August 2020

Summary Of Asia-Pacific Executive Moves For June 2020

A roundup of moves in the Asia-Pacific wealth management sphere during June. ...

People Moves
5 June 2020

Christine Ciriani Named Finantix CEO

The firm's co-founder is moving over to focus on product strategy at the Swiss-based fintech. It...

Comment & Analysis results for Finantix

Technology
8 November 2019

WEALTH TALK: Focus On Finantix

This publication sits down with the founder and CEO of Finantix. ...

WM Market Reports
17 October 2019

EXCLUSIVE: New Client Acquisition - Research Report

This news service and Finantix have teamed up to issue new research on the wealth management...

Technology
20 December 2017

Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across The Client Life Cycle

The publisher of this news service, alongside EY and Finantix, is producing a major report on what...

Technology
8 December 2017

Research – “Applying Artificial Intelligence in Wealth Management: Compelling Use Cases Across the Client Life Cycle”

Our new report, produced in partnership with Finantix and EY, cuts through all the hype about...