Search Results for: investment analytics

Vaultree Raises $12.8 million Series A Funding Round to Meet Customer Demand
Fintech Funding Investment Services News

Vaultree Raises $12.8 Million Series A Funding Round to Meet Customer Demand

Fintech News Desk
by Fintech News Desk0
Vaultree will use funding for aggressive sales growth, marketing and product development to empower enterprises to cement data security and disarm breaches and leaks Vaultree announced that it has closed a $12.8 million series A growth investment round, bringing the company’s total funding to $16.1 million. The series A investment......
Fintech News

Seeds Investor Completes Initial Capital Raise To Promote Personalized Investing

Fintech News Desk
by Fintech News Desk0
Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw......
Ultimus Selected as New Transfer Agent to Weitz Funds
Investment Services News

Ultimus Selected as New Transfer Agent to Weitz Funds

Fintech News Desk
by Fintech News Desk0
Firm’s appointment is a result of proven tech-driven innovation and industry-leading client services Ultimus Fund Solutions, a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, proudly announces its newest transfer agent client, Weitz Funds (Weitz), with its nine mutual funds. Ultimus played a significant role in assisting......
Tenerity Launches New Digital Rewards Program for Santander
Digital Finance News

Tenerity Launches New Digital Rewards Program for Santander

Fintech News Desk
by Fintech News Desk0
Tenerity’s Connect platform is the power behind Santander Boosts Tenerity, a global loyalty and engagement company, announced that its Connect platform will power the new and improved Santander Boosts program. Santander Boosts utilizes the full suite of Connect and gives Santander’s Current Account customers the opportunity to access exclusive rewards......
Tidal Financial Group Launches its First Credit ETF Focused on Senior Secured Corporate Credit Opportunities
Investment Services News

Tidal Financial Group Launches its First Credit ETF Focused on Senior Secured Corporate Credit Opportunities

Fintech News Desk
by Fintech News Desk0
Tidal Financial Group, a leading ETF investment and technology platform, announced the listing of the Senior Secured Credit Opportunities ETF an actively managed secured credit fund managed by Gateway Credit Partners (“Gateway”). The fund seeks to generate consistent income and preserve capital by investing primarily in a combination of first......
Apromore Announces Series B Funding by Salesforce and GBTEC
Fintech Funding News

Apromore Announces Series B Funding by Salesforce and GBTEC

Fintech News Desk
by Fintech News Desk0
In addition, Apromore establishes partnership with Salesforce to optimize opportunities for sales and service processes Apromore, a leading provider of value-driven process mining software, announced its Series B funding round of USD $10.3 million (AUD $15.8 million) with investment from Salesforce and GBTEC, a Main Capital Partners backed company. In......
Erste Group Bank Launches ActiveViam’s Limits Monitoring Module to Manage Intraday Risk
Banking Finance News

Erste Group Bank Launches ActiveViam’s Limits Monitoring Module to Manage Intraday Risk

Fintech News Desk
by Fintech News Desk0
ActiveViam, a global provider of fit-for-purpose software solutions to the financial services industry, is pleased to announce that Erste Group Bank is the first client to adopt ActiveViam’s new Limits Monitoring module. “We noticed many of the organizations we serve struggle with the overhead of maintaining limits” The product went......
Nordic Banks Accelerate Changes Amid Market Shake-up
Banking Finance News

Nordic Banks Accelerate Changes Amid Market Shake-up

Fintech News Desk
by Fintech News Desk0
Traditional banks are modernizing internal and customer-facing technologies to compete with new payment, investment and lending alternatives, ISG Provider Lens report says Banks in the Nordics are going through significant technology and business transitions, moving from legacy systems to new cloud-based platforms and products in response to new competition and......
Redi2 by Envestnet Deepens Integration with Schwab Advisor Services
Investment Services News

Redi2 by Envestnet Deepens Integration with Schwab Advisor Services

Fintech News Desk
by Fintech News Desk0
Independent investment advisors using Schwab’s custodial services and the BillFin™ client billing solution now have more capabilities, ease of use Envestnet announced that its Redi2 BillFin solution  is developing a deeper integration with Schwab Advisor Services, the industry’s largest provider of custody, trading and support services to independent investment advisors.......
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