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Monday, April 20, 2026
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InsurTech NY: General Magic on How AI Text Agents Are Cutting Insurance Quote Time NOTO: Why AI Fraud Prevention Needs Human Interaction to Beat the ‘Tick in the Box’ Mentality MPE 2026: Mastercard and Deutsche Bank on Reducing Complexity for Merchants InsurTech NY: QuickFacts on Broker Data Houston Fraley on Why Security Is the Foundation of Trust in FinTech Fintech Meetup 2026: What Brings You to Fintech Meetup This Year? Pay360 2026: Why Are People Attending Pay360 2026? Finastra: Balancing Innovation and Trust in Payments NatWest Group to Expand Scope of Financial Education Into UK Workplaces to Help Address Confidence Gap Guidewire Launches ProNavigator, Embedding Expert AI Insights into Insurance Workflows Kin Launches Direct-to-Consumer Home Insurance in Oklahoma Slash Achieves Unicorn Status Following $100m Series C Fundraise City of San Diego Selects Klear.ai in a Highly Competitive Process to Modernize Risk Management Operations BingX Renews Chelsea FC Partnership, Bolstering Leadership in Global Sports Strategy Alkami to Expand GenAI Capabilities with the Launch of Alkami Code Studio
Jeff Yabuki

About Jeff Yabuki

http://investcloud.com/

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 Wells Fargo Wealth & Investment Management partners with InvestCloud to integrate alternative investments into Personalized Unified Managed Accounts for clients and advisors.

Alternative Investments Now Available in Unified Managed Accounts at Wells Fargo

August 26 2025

Wells Fargo’s WIM division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized UMA

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InvestCloud Announces New APL Chief Operating Officer as It Executes on First-of-Its-Kind Capability

April 17 2025

InvestCloud, a global leader in wealth technology, today announced the expansion of its APL leadership team with the appointment of Josh Mayer to the newly created role of Chief Operating Officer (“COO”) reporting to APL President Cheryl Nash.

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Motive Partners Acquires Control Stake In Splitit

December 12 2023

Splitit Payments Limited, the white-label, fully-embedded payments technology platform allowing customers to pay via card-attached […]