he platform holds a mission of democratizing the corporate bond market with its digital marketplace serving investors of all sizes. In the current economic environment, WiseAlpha’s business should be booming.
The integration, built on Financial Services Cloud, is currently in pilot for RIA and family office clients and is expected to be made available to all Fidelity Institutional clients by early 2023.
Citi Plus, which is delivered through the Citi Mobile app, offers a whole suite of digital banking tools designed to help customers save, spend, invest, get insured and build their wealth-related literacy.
As a result, performance reporting in wealth management is a competitive advantage. Specifically, investment managers looking to stand out can do so with wealth management reporting software that delivers customization and also real-time data.
Defying market turbulence, Ethic has grown rapidly since its Series B raise in 2021, surpassing $2 billion in assets and expanding its team headcount by more than 70 percent.
Instead, as TC+ editor Alex Wilhelm reported, UBS “invested $69.7 million in the company at a valuation that Wealthfront described as $1.4 billion.”
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.