Financeware
Financeware is a leading platform dedicated to enhancing the tech infrastructure of the wealth experience, encompassing various sectors such as wealth management, fintech, and financial advisory.
Company Overview
Financeware is the leading platform focused exclusively on connecting and perfecting the tech infrastructure of the new wealth experience. As a part of NewSpring Holdings Company, Financeware oversees a portfolio that includes significant players in wealth management, fintech, financial advisory, retirement services, data management, broker-dealer, and corporate finance sectors.
Acquisition of QUODD
In March 2019, Financeware acquired QUODD, a market data provider known for delivering real-time, interactive data workstations and normalized data offerings. QUODD provides flexible, cost-effective access to market data from all asset classes in North America and plans to expand its coverage globally.
Wealthcare's Innovations
Financeware's company Wealthcare has made notable advancements, including the launch of a new flagship website, www.wealthcareGDX.com, in April 2019. Additionally, Wealthcare introduced a new client engagement tool named 'PlanIt' in March 2019. Wealthcare employs a proprietary model and patented Comfort Zone® technology to enhance the wealth experience for its clients.
Services Offered by Financeware's Companies
Financeware’s portfolio includes Wealthcare and QUODD, which offer a variety of services. Wealthcare provides comprehensive practice-management support services for advisors. Meanwhile, QUODD focuses on delivering market data and aims to offer global market coverage. Both companies contribute significantly to the wealth management landscape by providing advanced tools and data management solutions.