Fieldpoint Private launches advisor banking platform

Wealth management provider Fieldpoint Private has launched Fieldpoint Private Advisor Banking Services, a platform that will enable transaction transparency for registered investment advisor (RIA) firms outside of the bank. [caption id="attachment_185589" align="alignright" width="300"] Image via Pixabay [/caption] The new software suite at the $1.4 billion private bank runs on multiple technologies including AI, identity management and data management in a Microsoft Azure cloud environment, Russ Holland, chief executive at Fieldpoint Private, told Bank Automation News . “The combination of the advisor team plus Fieldpoint’s bankers and technology position the wealth advisor to lead on all facets of the client lifecycle and relationship — from wealth creation to lifestyle management, wealth protection and ultimately wealth transfer,” Holland said. Within the new platform, the Greenwich, Conn.-based bank developed Fieldscope, a technology that provides advisors with a detailed view of their clients’ banking status and the ability to initiate transactions using straight-through processing, according to a bank release. The platform, which has been in development since Q4 2021 and was launched Dec. 7, allows clients of both the bank and outside RIAs to benefit from the meshing of technology and interactions with their wealth advisors to enact automatic transactions on their behalf, Holland told BAN , adding that the advisors will link their desktops to the Fieldscope tech while the bankers develop ongoing relationships with the advisor teams. “It is this combination of long-term human relationships and the transparency of our technology that enables our partner firms to add banking services to the overall wealth management platform that they offer to their clients,” he said. Bank Automation Summit US 2023, taking place March 2-3 in Charlotte, is a crucial event on automation and automation technology in banking. <a class="fui-Link ___m14voj0 f3rmtva f1ern45e f1deefiw f1n71otn f1q5o8ev f1h8hb77 f1vxd6vx f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1hu3pq6 f11qmguv f19f4twv f1tyq0we f1g0x7ka fhxju0i f1qch9an f1cnd47f fqv5qza f1vmzxwi f1o700av f13mvf36 f9n3di6 f1ids18y fygtlnl f1deo86v f12x56k7 f1iescvh ftqa4ok f50u1b5 fs3pq8b f1hghxdh f1tymzes f1x7u7e9 f1cmlufx f10aw75t fsle3fq" tabindex="-1" title="https://bankautomationsummit.com/?utm_source=Editorial&utm_medium=BAN_Site&utm_campaign=Editorial&utm_content=Home" href="https://bankautomationsummit.com/?utm_source=Editorial&utm_medium=BAN_Site&utm_campaign=Editorial&utm_content=Home&__hstc=41615677.3fe700e68891f0bfd867036c89aa2d86.1650376353803.1671122646995.1671133763956.637&__hssc=41615677.8.1671133763956&__hsfp=2478973190" target="_blank" rel="noopener noreferrer" aria-label="Link Learn more">Learn more and <a class="fui-Link ___m14voj0 f3rmtva f1ern45e f1deefiw f1n71otn f1q5o8ev f1h8hb77 f1vxd6vx f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1hu3pq6 f11qmguv f19f4twv f1tyq0we f1g0x7ka fhxju0i f1qch9an f1cnd47f fqv5qza f1vmzxwi f1o700av f13mvf36 f9n3di6 f1ids18y fygtlnl f1deo86v f12x56k7 f1iescvh ftqa4ok f50u1b5 fs3pq8b f1hghxdh f1tymzes f1x7u7e9 f1cmlufx f10aw75t fsle3fq" tabindex="-1" title="https://bankautomationsummit.com/register/?utm_source=Editorial&utm_medium=BAN_Site&utm_campaign=Editorial&utm_content=Register" href="https://bankautomationsummit.com/register/?utm_source=Editorial&utm_medium=BAN_Site&utm_campaign=Editorial&utm_content=Register&__hstc=41615677.3fe700e68891f0bfd867036c89aa2d86.1650376353803.1671122646995.1671133763956.637&__hssc=41615677.8.1671133763956&__hsfp=2478973190" target="_blank" rel="noopener noreferrer" aria-label="Link register for Bank Automation Summit US 2023">register for Bank Automation Summit US 2023 .

Fieldpoint Private launches advisor banking platform

The software runs on AI and other technologies in a Microsoft Azure environment

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Fieldpoint Private launches advisor banking platform

The software runs on AI and other technologies in a Microsoft Azure environment

By the Numbers: Company CFOs, treasurers look to bank partners for automation

Europe Fintech Funding: ‘Unicorn’ Younited secures $63M

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