WealthKernel’s Post

🎉 Less than a week on the job and I already have something to celebrate! 📣 Bynder has been named a Leader in digital asset management in The Forrester Wave™: Digital Asset Management Systems, Q1 2024 report by Forrester! Read on for more details about how Bynder invests to play a transformative role in the digital-first economy. Link in the first comment. #dam #martech #digitaltransformation

June’s a wrap and, six months into 2024, the scale of our operations – and the efficiencies they create – continues to rise… Our assets have grown 106% on last year and our year-to-date inflows are double those of 2023. And we've processed 62% more transactions, too (that’s 164,000 for every member of our ops team). While, behind the scenes, our tech’s received over 234 million API calls already this year (and we’re only half-way through!) All in the name of powering the portfolios of 184,000 investors. On top of which, we also just announced our integration with PortfolioCloud – together we’re delivering a step-change in efficiency and portfolio management.

Join Adam Watson and Steven Taylor from BNY Mellon on March 12th as they lead the workshop on Optimizing Your Operating Model for Resiliency & Scalability at the InvestOps USA 2024 Conference. Connect with our team at Booth #62-63 to continue the conversation! #investops # investmentoperations #operationalefficency

Join Adam Watson and Steven Taylor from BNY Mellon on March 12th as they lead the workshop on Optimizing Your Operating Model for Resiliency & Scalability at the InvestOps USA 2024 Conference. Connect with our team at Booth #62-63 to continue the conversation! #investops # investmentoperations #operationalefficency

Breaking barriers in portfolio management! 🌎 Diversiview joins forces with SnapTrade's API to redefine how investors engage with their portfolios. Access, analyze, and optimize effortlessly. Seamless access, limitless possibilities! #partnershipgoals #financialinnovation #portfoliomanagement #portfoliooptimization

"Integrated and open platforms which permit a front-to-end collaborative, seamless and transparent workflow experience." This sentence which we took out of Delanos Article "Significant transformations ahead for the asset servicing industry" perfectly describes the Product we have built at Fundvis for our clients! Reach out for a free demo and discover how Fundvis can boost efficiency for your business! 💼✨ #Fundvis #AssetManagement #EfficiencyBoost #FreeDemo

🔊 Another big milestone today for Fin portfolio company Capstack Technologies as they announce their acquisition of Edge Tradeworks. As reported by Axios & Lucinda Shen, the acquisition will broaden Capstack's customer base as the team works to bring whole loan and loan participation trading into a single, end-to-end platform. Over to our comments for the full article ⬇️

Looking forward to seeing many of you at InvestOps next week, which I'll be chairing the first main day. And, yes, the meme intro is ready to go. #posttrade #operations #assetmanagement

Monday was Boston Marathon day! As enterprise wealth management firms race to have a tech stack that keeps them competitive, I wanted to take a moment to pause and ask: What makes a tech stack great? Is it integration capabilities, accurate data, ease of reporting, increased productivity? Let me know your thoughts in the comments below. #BostonMarathon #FinTech #WealthManagement

To wrap up our day at Wealth Management EDGE, our VP of US Distribution, Tom Burmeister, gave an eye-opening demo of Conquest and SAM, our AI-powered Strategic Advice Manager, during the WealthStack Demos competition this afternoon!🚀 WealthStack (Part of Wealth Management EDGE) WealthManagement.com #WMEDGE #wealthmanagement #wealthtech #financialplanning #wealthmanagementedge #ConquestPlanning