Search Results for: investment portfolios

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
FinTech Trading Platform TradeUP Introduces Hong Kong Stock Trading
Fintech News Trading

FinTech Trading Platform TradeUP Introduces Hong Kong Stock Trading

Fintech News Desk
by Fintech News Desk0
TradeUP, an online trading platform that offers commission-free trading of U.S. stocks and ETFs, introduced Hong Kong stock trading to its mobile platform . The unique offering of Hong Kong stock trading gives U.S. investors a distinctive opportunity to access one of the most liquid markets in the world and expand their portfolios......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Banking Fintech News Risk Management

Taiwan’s First Digital Bank Implements Fully-Integrated Kamakura Risk Management Solution

Fintech News Desk
by Fintech News Desk0
After doing a comprehensive vendor evaluation, Next Commercial Bank (NCB), Taiwan’s first digital bank, has implemented Kamakura Corporation’s suite of solutions to manage risk. The bank believes that a modular and integrated solution offers distinct advantages over disparate systems by saving costs and increasing transparency and efficiency. NCB is one of the......
Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting
Fintech News

Innovative New Time-Saving Workflow Tools for Tax Practitioners Now Available From Bloomberg Tax & Accounting

Fintech News Desk
by Fintech News Desk0
Bloomberg Tax & Accounting announced the release of a new set of workflow tools designed to help practitioners save time by getting them to the information they need faster. For more information and to schedule a demo, visit http://onb-tax.com/D9a850yWmBJ. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in......
YCharts Adds Coronavirus Data to Help Investors Track Economic Impact
Fintech Investment Services News

YCharts Adds Coronavirus Data to Help Investors Track Economic Impact

Fintech News Desk
by Fintech News Desk0
The newly-added data series will enable investors to effectively track cases, and analyze trends in how the coronavirus crisis is impacting security and market performance YCharts, an investment research, analytics, and client communications platform, announced the addition of several new coronavirus (COVID-19) crisis data series that will enable investors to......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
Artis Technologies Makes Consumer Financing Simple, Modern and Mindful
Fintech Fintech Funding News

Artis Technologies Makes Consumer Financing Simple, Modern and Mindful

Fintech News Desk
by Fintech News Desk0
Startup facilitates more inclusive, accessible financing achieved through more complete data and AI-based decisioning Artis Technologies announced the launch of its embedded financial services platform for digital, point-of-need lending and payments. The technology is a response to the ongoing structural shift in how consumers, businesses and lenders interact, and to......
Rackspace Technology and M1 Finance Accelerate Fraud Detection
Business Fintech News

Investing Platform M1 Finance Surpasses $1 Billion in Assets, Joining Exclusive Fintech Club

Fintech News Desk
by Fintech News Desk0
 M1 Finance, the free smart money management platform, announced it has surpassed $1 billion in assets on its platform. M1 reached this milestone in less time from launch and with less venture funding than other fintech platforms, including Wealthfront, Betterment, Stash, and Acorns. “M1 Finance is built for the ‘engaged......
eToro Launches DividendGrowth Portfolio
Banking Fintech News

eToro Launches DividendGrowth Portfolio

Fintech News Desk
by Fintech News Desk0
– Portfolio of stocks that have consistently paid dividends over 20 years eToro, the multi-asset investment platform, has launched a portfolio comprising stocks that have consistently paid investors a dividend over the past 20 years. The DividendGrowth portfolio makes investing in dividend stocks easier for retail investors, who might not......
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