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Delta Capita purchases LSEG’s client onboarding solution
Retail Banker International via Yahoo Finance· 3 days agoClient Onboarding (previously GoldTier) is an end-to-end KYC client lifecycle management compliance...
Sends Company Owned by Alona Shevtsova Innovates the Client's Onboarding System, Meeting the Latest...
Digital Journal· 2 days agoLondon, United Kingdom--(Newsfile Corp. - May 1, 2024) - Sends has recently introduced an updated system that significantly streamlines the client onboarding</ ...
FusionIQ launches FIQ Freedom
Private Banker International via Yahoo Finance· 1 day agoFIQ Freedom's primary benefits comprise efficient digital compliance, fast and adaptable client onboarding, variable risk tolerance, and the option to...
Crescent Private Wealth BizSpotlight - Triangle Business Journal
The Business Journals· 1 day agoThis move is supported by RFG Advisory (“RFG”), an innovator in the wealth management industry committed to serving independent financial advisors and their clients. Quqa ...
Tech-focused wealth firms win on multiple counts, says Fidelity - InvestmentNews
InvestmentNews· 4 days agoSurvey of more than 400 advisors reveals impact of technology onclient growth, AUM expansion, and...
JobSync Honored with 2024 HR Tech Award for Innovation and Excellence
The Arab Tribune· 2 days agoJobSync, the leading unified hiring operations platform, proudly announced today that it has been named the recipient of the prestigious 2024 HR Tech Award for Talent Acquisition and Best Innovative ...
Are RIAs failing their clients? - InvestmentNews
InvestmentNews· 5 days agoA recent study has found that registered investment advisors may be failing their clients when it comes to personalization. The report, published by F2...
Betterment for Advisors Announces Enhanced Partnership with XYPN
KSAN - KLST San Angelo· 1 day agoBetterment, the largest independent digital financial advisor, today announced that Betterment for Advisors, its RIA custody division has deepened its partnership with XYPN, the turnkey advice ...
Earnings call: LPL Financial reports robust Q1 growth with strategic expansions
Investing.com· 2 days agoLPL Financial's strategic initiatives include the onboarding of wealth management businesses from...
Tech-Savvy Wealth Managers See Higher Client, Asset Growth | PLANADVISER
PLANADVISER· 4 days agoWealth advisement firms that lean into technology use show faster growth rates across both client attraction and assets under management, according to an annual best practices ...