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Showing 1 - 10 of 30 results for "Salesforce"

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... now-defunct financial software provider Creativemass. While WealthConnect is tailored to financial institutions using Salesforce, Advice Intelligence is targeted toward independent financial advisers, dealer groups, and UK adviser networks. "These two ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... WealthConnect is a digital practice management, customer relationship management (CRM) and compliance system, built on Salesforce. The investment platform offers both back-office administration and front-end digital capabilities, streamlining workflows ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... proprietary practice management solution. WealthConnect aimed to be a "uniquely modern technical solution" by leveraging Salesforce and offering advanced financial planning, wealth management, and broking capabilities. "As part of our licensee proposition ...

Value companies to outperform in 2023: VanEck

ANDREW MCKEAN  |  THURSDAY, 9 FEB 2023
... as companies strip unprofitable business segments." This year, tech conglomerates Alphabet, Microsoft, Amazon, and Salesforce have already announced plans to layoff a combined 47,000 employees. Although the US tech sector has rallied, it's unprofitable ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... changes to advice delivery models, but over the horizon, there is emerging competition from integrated applications like Salesforce-based Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst ...

GROW Super rebrands

KARREN VERGARA  |  THURSDAY, 11 MAR 2021
... intelligence software to growing companies, underpinned by distributed ledger technology. GROW, for example, integrates with Salesforce reports and other data sources to analyse customer behaviours. The new-look GROW, with a refreshed website, shows ...

Hyperion makes foray into active ETFs

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... spike in Tesla's share price, together with Square, Paypal and Amazon. Some of its other holdings include Costco, Salesforce and Visa. The listed fund will have the same fee structure as the unlisted fund which is 0.70% per annum management fee and ...

Sayers hires tech experts, launches new unit

KARREN VERGARA  |  FRIDAY, 18 DEC 2020
... Ridhish Arora and Paul Jackson will also help build the tech and platforms business. They join Nikhil de Silva, a former Salesforce executive; former PwC partners Caitrin Dunn and Leon Cooper; former Deloitte senior partner John Pickering; and former ...

Iress adds to executive team

ANNABELLE DICKSON  |  WEDNESDAY, 9 SEP 2020
... platform for enterprises. Prior to that he was vice president, product management - consumer engagement platform at Salesforce and vice president, head of product of Krux Digital, a marketing data management platform that was acquired by Salesforce in ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... distribution for all three companies. In the past, he has also worked with Macquarie Group as an associate director, Salesforce as a strategic account executive, and iChit as a national sales director. Roar Software chief executive Kevin Liao said the ...
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