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Droit secures $23 million in Series B funding to expand into wealth management with innovative products and strategic partnerships
March 7, 2023
Droit secures $23 million in Series B funding to expand into wealth management with innovative products and strategic partnerships

Droit, a US-based RegTech firm, has raised $23 million in Series B funding. The investment was led by Pivot Partners and UBS, with support from existing investor Goldman Sachs. The funds are expected to be used to develop new products

Wells Fargo Launches LifeSync — A Comprehensive Digital Platform for Financial Management
March 2, 2023
Wells Fargo Launches LifeSync — A Comprehensive Digital Platform for Financial Management

Wells Fargo, one of America’s most well-known banks, recently announced the launch of their new digital platform, LifeSync. This comprehensive wealth management solution is designed to give users full access to up-to-date information on their net worth, portfolio performance, market

Wealth Planning Software Key to Monetising Dormant Customer Segments
February 28, 2023
Wealth Planning Software Key to Monetising Dormant Customer Segments

A new report released by Kidbrooke has revealed the potential of wealth planning software to help insurance companies adhere to regulations, as well as monetise dormant customer segments in their existing books. The challenge of monetising these dormant customers is

Dynasty Financial Partners Partners with BridgeFT to Provide Enhanced Wealth Management Tools
February 23, 2023
Dynasty Financial Partners Partners with BridgeFT to Provide Enhanced Wealth Management Tools

Dynasty Financial Partners and BridgeFT have recently announced a groundbreaking partnership that will revolutionize the wealth management industry. This exciting new collaboration will enable Dynasty to provide integrated wealth technology services throughout their network, offering a more streamlined experience for

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Droit secures $23 million in Series B funding to expand into wealth management with innovative products and strategic partnerships
March 7, 2023
Droit secures $23 million in Series B funding to expand into wealth management with innovative products and strategic partnerships

Droit, a US-based RegTech firm, has raised $23 million in Series B funding. The investment was led by Pivot Partners and UBS, with support from existing investor Goldman Sachs. The funds are expected to be used to develop new products

Wells Fargo Launches LifeSync — A Comprehensive Digital Platform for Financial Management
March 2, 2023
Wells Fargo Launches LifeSync — A Comprehensive Digital Platform for Financial Management

Wells Fargo, one of America’s most well-known banks, recently announced the launch of their new digital platform, LifeSync. This comprehensive wealth management solution is designed to give users full access to up-to-date information on their net worth, portfolio performance, market

Wealth Planning Software Key to Monetising Dormant Customer Segments
February 28, 2023
Wealth Planning Software Key to Monetising Dormant Customer Segments

A new report released by Kidbrooke has revealed the potential of wealth planning software to help insurance companies adhere to regulations, as well as monetise dormant customer segments in their existing books. The challenge of monetising these dormant customers is

Dynasty Financial Partners Partners with BridgeFT to Provide Enhanced Wealth Management Tools
February 23, 2023
Dynasty Financial Partners Partners with BridgeFT to Provide Enhanced Wealth Management Tools

Dynasty Financial Partners and BridgeFT have recently announced a groundbreaking partnership that will revolutionize the wealth management industry. This exciting new collaboration will enable Dynasty to provide integrated wealth technology services throughout their network, offering a more streamlined experience for

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