Pershing

Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets

Retrieved on: 
Wednesday, January 25, 2023
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SAN FRANCISCO, Jan. 25, 2023 /PRNewswire/ -- Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and much more, recently announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for clients, saving them time in the process.

Key Points: 
  • "Screener reveals best performing assets in seconds, sifting through millions of risk, performance, and allocation data points," said Christophe Gauthron, CFA®, Founder and CEO of Kwanti.
  • With just a few clicks, advisors can view a filtered down list of the best performing assets via Kwanti's intuitive, user-friendly interface, which includes hundreds of thousands of securities and their data points.
  • Kwanti delivers portfolio analytics, stress testing, and proposals for advisors and investment professionals, assisting with prospect conversion, client acquisition and retention, and model management.
  • In addition to filtering and screening for best performing assets based on criteria of their choosing, Kwanti users can use Screener to search for similar assets.

Invescap Expands Global Footprint and Service Offerings in 2023 - Explains CEO Marc-André Pépin

Retrieved on: 
Tuesday, January 3, 2023
Pershing, Partnership, Growth, Morning Star, Specialization, Financial services, Security (finance)

GENEVA, Jan. 3, 2023 /PRNewswire/ -- Invescap, a private lending and investment firm led by Marc-André Pépin, announced the expansion of its services, products, and partnerships for the coming year.

Key Points: 
  • GENEVA, Jan. 3, 2023 /PRNewswire/ -- Invescap, a private lending and investment firm led by Marc-André Pépin, announced the expansion of its services, products, and partnerships for the coming year.
  • Extending their distribution capabilities on a global scale, Switzerland-based Invescap is now stepping into new markets including the USA for offshore clients, the UAE, Israel and Singapore.
  • New investment methodologies, such as its capital preservation strategy, have also been diversified to cater to both existing and incoming clients.
  • Invescap was founded in 2012 in Switzerland by Canadian-Swiss investments expert, Dr. Marc-André Pépin, with a specialization in international private debt.

Invescap Expands Global Footprint and Service Offerings in 2023 - Explains CEO Marc-André Pépin

Retrieved on: 
Tuesday, January 3, 2023
Pershing, Partnership, Growth, Morning Star, Specialization, Financial services, Security (finance)

GENEVA, Jan. 3, 2023 /PRNewswire/ -- Invescap, a private lending and investment firm led by Marc-André Pépin, announced the expansion of its services, products, and partnerships for the coming year.

Key Points: 
  • GENEVA, Jan. 3, 2023 /PRNewswire/ -- Invescap, a private lending and investment firm led by Marc-André Pépin, announced the expansion of its services, products, and partnerships for the coming year.
  • Extending their distribution capabilities on a global scale, Switzerland-based Invescap is now stepping into new markets including the USA for offshore clients, the UAE, Israel and Singapore.
  • New investment methodologies, such as its capital preservation strategy, have also been diversified to cater to both existing and incoming clients.
  • Invescap was founded in 2012 in Switzerland by Canadian-Swiss investments expert, Dr. Marc-André Pépin, with a specialization in international private debt.

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Retrieved on: 
Wednesday, December 14, 2022
Professional Services, Data Management, Data Analytics, Technology, Software, Finance, Fintech, Wealth management, Pershing LLC, New York Stock Exchange, FINRA, API, Web data services, BNY Mellon, Risk, KIDS, Annual report, Investment Advisers Act of 1940, NYSE, Intercontinental Exchange, Pershing, ICE, Growth, Davenport, FactSet, SIPC, Intercontinental, Financial services, Financial adviser

The integration of ICEs capabilities with BNY Mellon | Pershings NetX360+ platform now brings together the power of market research and data with a full set of trading, execution and client management solutions into a convenient single platform.

Key Points: 
  • The integration of ICEs capabilities with BNY Mellon | Pershings NetX360+ platform now brings together the power of market research and data with a full set of trading, execution and client management solutions into a convenient single platform.
  • The solution from ICE and BNY Mellon | Pershing provides our investment advisors with a compelling solution when working with our clients, said Jon McElhaney, Head of Wealth Management at Davenport & Company.
  • BNY Mellon | Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.
  • With offices around the world, BNY Mellon | Pershing has over $2 trillion in assets and millions of investor accounts.

Warburg Pincus Selects CAIS for Access to the Independent Wealth Channel

Retrieved on: 
Tuesday, December 13, 2022
Consulting, Data Management, Technology, Professional Services, Digital Cash Management, Digital Assets, Security, Asset Management, Data Analytics, Software, Fintech, Finance, FINRA, Ecosystem, Warburg Pincus, Mercer, Partnership, Paulo, Knowledge, Pershing, Fidelity, Geography, History, Warburg, Education, SIPC, Financial adviser, Financial services

As independent advisors seek to include more alternative investment strategies into their clients portfolios, we are pleased to help accomplished firms like Warburg Pincus make their products and strategies more widely available to the private wealth channel, said Matt Brown, Founder and CEO of CAIS.

Key Points: 
  • As independent advisors seek to include more alternative investment strategies into their clients portfolios, we are pleased to help accomplished firms like Warburg Pincus make their products and strategies more widely available to the private wealth channel, said Matt Brown, Founder and CEO of CAIS.
  • Warburg Pincus, with their storied history and scale, shares our goal of providing alternative investment access to the independent wealth channel.
  • Warburg Pincus seeks to benefit from CAIS data-rich dashboard, which helps measure product interest and engagement from wealth management professionals using the platform.
  • The firm will also receive access to CAIS IQ, CAIS tech-enabled education offering, which empowers independent financial advisors who seek to master various alternative investments and better understand the role they play in client portfolios.

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Retrieved on: 
Thursday, December 15, 2022
Cloud, Salesforce, PAS, LOS, Contact, Custody transfer, Automation, RIAS, Medium format, Pershing, Data validation, RIA, Productivity, Growth, Digital organism, Financial adviser

LOS ANGELES, Dec. 15, 2022 /PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to digitize, streamline, connect and automate operations.

Key Points: 
  • "While much of the financial services industry is a 'sea of sameness,' the RIA universe is vast and diverse," said Docupace CEO David Knoch.
  • Docupace, in consultation with Ezra Group , developed the RIA Productivity Suite with several "out-of-the-box" capabilities and integrations that meet the sector's needs with simple-delivery requirements for the RIA market.
  • "Advisory firms and the RIA marketplace deserve enterprise-grade tools that enable and unlock the human potential of their firms," says Knoch.
  • "Launching the RIA Productivity Suite fills a void in the marketplace and puts the power of the Docupace platform's RIA tools in the hands of fast-growing, forward-looking financial advisors."

CoastalOne Executives Named to ADISA Board of Directors and FSI Accounting & Finance Council

Retrieved on: 
Wednesday, November 30, 2022
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WILMINGTON, Del., Nov. 30, 2022 /PRNewswire/ -- CoastalOne, an independent broker-dealer (Coastal Equities, Inc.) and Registered Investment Advisor (Coastal Investment Advisors, Inc.) hybrid platform based in Wilmington, Delaware, recently had multiple company executives named to industry leadership positions, including Michael O'Connor, Chief Financial Officer of CoastalOne, joining FSI's Accounting & Finance Council, and Amanda Teeple, Senior Vice President of CoastalOne Capital Markets, joining ADISA's Board of Directors.

Key Points: 
  • Michael O'Connor , CPA, Chief Financial Officer at CoastalOne, was invited to join the Financial Service Institute 's 2023 Accounting & Finance Council.
  • Ongoing discussions encompass changes and goals related to accounting, FinOps, and the Public Company Accounting Oversight Board (PCAOB).
  • To learn more about the FSI Accounting & Finance Council, please click here .
  • Amanda Teeple , Senior Vice President of CoastalOne Capital Markets, was recently elected to The Alternative & Direct Investment Securities Association 's2023 Board of Directors.

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services to Corporations’ Employees

Retrieved on: 
Thursday, November 17, 2022
Software, Technology, Professional Services, Finance, Workforce, Fiserv, Fourth Industrial Revolution, CFO, Milken Institute, Multimedia, Organization, Pershing, Wealth management, Rest, Creative industries, Management, Edgar L. Marston

Marstone, Inc. , a leading digital wealth technology firm, today announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases.

Key Points: 
  • Marstone, Inc. , a leading digital wealth technology firm, today announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases.
  • View the full release here: https://www.businesswire.com/news/home/20221117005462/en/
    Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services to Corporations Employees (Photo: Business Wire)
    Its in my role as an Advisor to Marstone that I have observed a unique opportunity for companies to deliver bespoke digital wealth services for employees within the financial services industry and beyond.
  • Marstone delivers best-in-class digital wealth technology to employees fingertips at no cost to them, underscoring companies commitments to delivering key benefits that offer real value to their workforces.
  • Marstone is a leading digital wealth management platform with a mission to enhance financial literacy, deepen financial inclusion, and humanize finance for all.

Nearly 9 in 10 Financial Advisors Plan to Increase Alternatives Allocations Over Next Two Years, CAIS and Mercer Survey Finds

Retrieved on: 
Tuesday, November 15, 2022
Finance, Banking, Professional Services, Fintech, Human Resources, Investment, FINRA, Environment, Fidelity, US, NYSE, Research, Retirement, Marsh McLennan, MMC, Marsh, Education, SIPC, Pershing, IBD Deisenroth Engineering, Risk, Summit, RIAS, Financial adviser, Cryptocurrency, Financial services, Mercer

Only 8% of respondents do not plan to increase their alternative asset allocations within the same timeframe.

Key Points: 
  • Only 8% of respondents do not plan to increase their alternative asset allocations within the same timeframe.
  • Financial advisors have historically under-allocated to alternatives compared to institutional investors, which often allocate between 30% and 50% .
  • The CAIS Alternative Investment Summit is an annual three-day thought leadership event in Beverly Hills, California which is tailored to independent financial advisors.
  • CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

Long-term Industry Executive Joins Fintech Firm to Address the Convergence of Wealth and Retirement

Retrieved on: 
Thursday, October 20, 2022
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CHATTANOOGA, Tenn., Oct. 20, 2022 /PRNewswire-PRWeb/ -- ProNvest, a WealthTech company that provides managed account and held-away 401(k) solutions, announced that Mike Row has joined the firm as its Chief Revenue Officer. Mr. Row will be leading ProNvest's competitive strategies and tactics that will directly influence the company's ability to continue to scale in its rapid growth.

Key Points: 
  • Big players in the wealth management and retirement space are acquiring or building technology platforms to target the large mass affluent market's out-of-plan assets.
  • These industries are racing to serve the 401(k) participant resulting in a convergence of wealth and retirement.
  • With this shift, ProNvest offers innovative technology to enable plan advisors and wealth management firms to capitalize on this convergence.
  • With his background, Mr. Row will help equip firms with the tools they need to accelerate their workplace wealth growth strategies.