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Showing 1 - 7 of 7 results for "Ray Tubman"

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
... portfolios rather than manually extracting and reconciling data across multiple systems. HeirWealth chief executive Ray Tubman said the launch addressed one of the profession's biggest operation pain points. "Advisers have told us for years that the ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... the ability to record expressions of wishes and share information with family members or advisors. HeirWealth founder Ray Tubman said MPC Markets played a key role in shaping the products development as an early adopter of the platform. "As an early ...

HeirWealth partners with ViewTrade

MATTHEW WAI  |  MONDAY, 18 MAY 2026
... partnership allows us to offer our clients and partners a broader wealth management solution." HeirWealth chief executive Ray Tubman echoed Singh's statement. "Partnering with ViewTrade gives our clients access to global execution capability and distribution ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... estate acquisitions, business ventures, and investments across all asset classes. HeirWealth chief executive and founder Ray Tubman said the partnership will provide the Sydney-based broker detailed information about its clients for better insights and ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... "HeirWealth was borne from a personal need after I was executor of my father's modest estate," HeirWealth chief executive Ray Tubman said. "That pivotal time led me to search for a platform that helped my family organise our wealth and document family ...

Bravura acquires software firm

ELIZA BAVIN  |  TUESDAY, 29 OCT 2019
... also opens significant cross-sell opportunities between FinoComp and Bravura clients. Managing director of FinoComp, Ray Tubman said: "Bravura has an outstanding reputation in the marketplace. We share common values and are delighted to join Bravura ...

GBST buys InfoComp for $56m

... for three years. InfoComp will become GBST's wealth management division with founders and vendors Rob DeDominicis and Ray Tubman becoming part of the enlarged group's executive team. Stephen Lake, GBST's chief executive said that the acquisition will ...
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