Category : Investment Services

Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Business Fintech Investment Services News

Facteus Announces Launch of Enlightmint, A Powerful Research Tool for Investment and Business Analysts

Fintech News Desk
by Fintech News Desk0
Enlightmint Brings Invaluable Transactional Data Insights to a Wider Breadth of Investor and Analyst Communities Facteus, formerly ARM Insight, the leading provider of actionable insights from financial data, announced the general availability of its Enlightmint research tool, as well as a free trial of the product at www.enlightmintdata.com. Read More: Amidst COVID-19 Pandemic,......
Capital Markets Fintech Investment Services News

Trellis Software Announces a Partnership With Clearlist

Fintech News Desk
by Fintech News Desk0
Trellis Software Inc., a Boston-based company that helps issuers and fiduciaries navigate the time-consuming and cumbersome private investment process with its innovative digital platform, announced today that it has partnered with ClearList. ClearList is a digital trading platform created to transform price discovery of private company securities and provide liquidity for......
Banking Fintech Fintech Funding Investment Services

Plinqit Surpasses $1 Million Saved Since Launch

Fintech News Desk
by Fintech News Desk0
Plinqit, a brandable, savings app and the only savings tool that pays users for engaging with content, continues its growth, exceeding $1 million in total saved by users since launching last year. In a time of economic uncertainty, Plinqit is helping community financial institutions connect with consumers as they learn......
Fintech Fintech Startups Investment Services News

FIS Accelerates Innovation with $150 Million of New Capital for Venture Investments

Fintech News Desk
by Fintech News Desk0
Financial technology leader FIS announced that FIS Ventures, the newly created corporate venture investment division of FIS, has launched an effort to invest a target of $150 million in promising fintech startups over the next three years. Read More: Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure Pioneer......
Fintech Investment Services News

SS&C Expands Data Solutions

Fintech News Desk
by Fintech News Desk0
Advent TransPort optimizes custodial data operations SS&C Technologies Holdings, announced the launch of Advent TransPort, a solution for customizing custodial data. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The latest addition to Advent Data Solutions enables clients to apply custom rules and logic to......
Fintech Investment Services News

corfinancial : When Every Failed Trade Has a Price Tag

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, has launched SureVu to help buy- and sell-side firms avoid the cost of failed trades. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal “The fact is that under SDR, every......
Fintech Investment Services News

Opus Nebula Appoints Jonathan Clark as Non-Executive Director

Fintech News Desk
by Fintech News Desk0
Opus Nebula is pleased to announce that Jonathan Clark has joined the Board of Directors as a Non-Executive Director. Jonathan Clark comments: “I’m extremely excited to join Opus Nebula at this stage in its history, having closely watched the firm grow from start-up to become one of the leading providers of client and......
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