Australian FinTech’s Post

Acquisition News: DASH Technology Group to acquire ‘whole-of-wealth’ Integrated Portfolio Solutions platform #australianfintech #fintech #fintechnews #finance #financialtechnology #technology #tech #technews #acquisition #wealth #WealthManagement #financialplanning

🚀 **Major Milestone Alert in FinTech!** 🌐 iCapital, a pioneering alternative investment platform, has strategically acquired Mirador, Inc., a leader in financial reporting. This acquisition marks a significant leap in enhancing financial reporting and data management for investors. 🔗 Dive deeper into this transformational move here: https://lnkd.in/dtYdUf4A This synergistic union between iCapital and Mirador promises to revolutionize data aggregation and financial reporting, enriching the investor experience with unprecedented insights and transparency. A big shoutout to Lawrence Calcano, CEO of iCapital, and Joseph Larizza, founder of Mirador, for leading this visionary initiative. Join us in celebrating this pivotal moment in the FinTech industry. Follow Fintech Industry Examiner for more updates on how technology continues to reshape the financial sector! #FinTech #FinancialTechnology #iCapital #Mirador #Innovation #DataManagement

Congratulations to the Nucleus Financial team on snapping up Third Financial. The market for advice firms looking to take more control is so interesting. Seeing traditional platforms pivot and broaden like this feels like a punchy move. Bloomin good timing too for NextWealth's next #advisertechstack report coming soon, which looks specifically at the platform-as-a-service model. Nice.

In today’s rapidly evolving wealth management landscape, personalization is key—but are financial advisors fully leveraging the tools available to optimize after-tax returns? In his recently-published thought leadership piece, Haven Tower's client, Robert Battista, CFA, Senior VP and Head of Advisory Solutions at Vestmark, shares critical insights on how advisors can use new technologies and advanced strategies to take tax optimization beyond tax-loss harvesting. The next frontier? Unified managed accounts (UMAs) and separately managed accounts (SMAs) that bring enhanced customization at scale. Read Rob’s full WealthManagement.com article - linked below - to learn how advisors can offer more personalized investment strategies to their clients. #HavenTower #Vestmark #WealthManagement #TaxOptimization #Personalization #SMAs #UMAs #FinancialPlanning #TechInFinance

In The DI Wire’s latest installment of “Five Questions for…” the editorial team interviewed Brian Jones, Envision Financial System’s executive vice president. Since 1994, Envision’s software and services have helped asset managers and financial services providers automate their businesses with open systems and access to real-time data. Envision Financial Systems, Inc. Brian Jones Kelly Lynch John Gray #FiveQuestions #Envision #BrianJones #EVP #executivevicepresident #intervalfunds #financialservices #software #assetmanagers #automation #data #registeredfunds #marketplace #valuations #serviceproviders #operations #alternativeinvestments

💰 Earlier this week, RISR announced a $1.5 million pre-seed funding round which will be primarily used for strategic hires, service enhancements and platform development.  Jason Early, founder and CEO of RISR, spoke with Davis Janowski about how the platform is “laser-focused on the financial advisor” and meant to function as a planning tool, backed by strong data and key insights, to help advisors work with owners of private companies. 📰 Read more about the news via WealthManagement.com: #financialadvisors #wealthmanagement #fintech #funding https://lnkd.in/gy_BXbFT

Interesting acquisition news! GTreasury has acquired CashAnalytics, enhancing its suite of Digital Treasury Solutions with advanced cash forecasting and AR/AP analytics. This acquisition aims to address the top priority of CFOs and treasury teams: improving cash forecasting. CashAnalytics’ intuitive interface and SmartLedger technology provide deep insights into working capital drivers, enabling faster, more informed decision-making. https://lnkd.in/etXFw3YZ

Blog from Altoo AG: The four P’s of tech-enabled scaling for wealth managers Scaling a wealth management firm – like any services business – is about acquiring and retaining more clients. You may be able to bring in new ones, but they and others will soon depart if the quality of your services suffers as a result. To keep quality up, even as your client base grows, it is crucial to understand the critical role technology plays not only in your clients’ expectations but also your ability to meet them. Discover more: https://lnkd.in/gxGd_pqT #wealthmanagement #WealthTech #TWMMembers

Wealth Management Myth Buster: Tuesday Edition Myth: "Integrating wealth management services is too complex and disruptive for established financial institutions." Reality: With the right technology partner, adding wealth management services can be seamless and minimally disruptive. Here's why: Plug-and-Play Solutions: Our module integrates smoothly with existing systems, requiring no IT overhaul - we'll make our systems match yours! Rapid Implementation: Many of our partners are up and running within weeks, not months. Staff Empowerment: We provide comprehensive training, empowering your existing team to offer expanded services. Customisation: Our solution adapts to your institution's unique needs and branding. Incremental Rollout: Start small with a pilot program and scale at your own pace. The truth is, not integrating wealth management services could be more disruptive in the long run as client expectations evolve. Ready to bust this myth in your own institution? Let's talk about how we can make wealth management integration smooth and profitable for you. #WealthManagement #FinTech #MythBuster #FinancialServices Carrick Catalyst | Alliance, Craig Featherby, Marc Fancy, Nirish Beeharry, Jarryd Jacklin, Dave Charnley (DipFA), Renée Mostert