Search Results for: wealth management technology

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
Business Fintech News Trading

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
AccessFintech Secures $20 Million in Series B Financing
Business Fintech News

AccessFintech Secures $20 Million in Series B Financing

Fintech News Desk
Investment led by Dawn Capital, with additional funding from Deutsche Bank and follow on investing from J.P. Morgan, Citi, Goldman Sachs AccessFintech, the leading fintech company evolving the financial industry operating model through data and workflow collaboration, is pleased to announce the successful completion of its Series B round of......
GlobalFintechSeries Interview with Pratik Adani, CTO at Samco Securities Limited
Blockchain Cryptocurrency Fintech Fintech Startups Interviews

Global Fintech Interview with Pratik Adani, CTO at Samco Securities Limited

Paroma Sen
Sales and Marketing Is Transforming Everyday, Catch these Interesting Podcasts where Leaders from Leading SaaS companies like Outreach, DemandBase, PipeDrive and more share their observations;...
White Star Capital Announces the First Close of its $30M Digital Asset Fund
Banking Blockchain Business Fintech Fintech Funding News

White Star Capital Announces the First Close of its $30M Digital Asset Fund

Fintech News Desk
New fund investing in early-stage startups in the blockchain and digital asset ecosystem White Star Capital, a global multi-stage technology venture capital investment platform, today announced the first close of its new $30M Digital Asset Fund. The new fund will invest in crypto-networks and blockchain-enabled businesses at each layer of the tech......
Fintech News

CB Insights Announces Call for Participants In its First Future of Fintech Global Innovation Challenge

Fintech News Desk
This global hackathon will bring together players in the fintech ecosystem as institutions present challenges and teams work to solve these challenges — Galileo Financial Technologies, Citi, Nasdaq, and Jack Henry & Associates are among the early organizations participating CB Insights, which enables the world’s leading companies to make smarter......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Business Fintech News

NEC Acquires a Leading Swiss Financial Software Company, Avaloq

Fintech News Desk
NEC Corporation (TSE: 6701) today announced the acquisition of Avaloq Group AG (Avaloq), a leading Swiss financial software company. The acquisition of Avaloq will provide NEC with digital finance software and domain knowledge as it enters into the field globally and strengthens its business in the digital government field. The......
InvestEdge Acquired by Featheringill Capital
Capital Markets Fintech Investment Services News

InvestEdge Acquired by Featheringill Capital

Fintech News Desk
InvestEdge, Inc., the leading provider of compliance software to financial institutions, announced that Featheringill Capital has acquired a majority interest in the company.  Senior management supported and participated in the transaction, as it allows InvestEdge to better serve its customers with enhanced products and support.  Featheringill’s backing solidifies InvestEdge’s financial......
Morgan Stanley Closes Acquisition of E*TRADE
Fintech News

Morgan Stanley Closes Acquisition of E*TRADE

Fintech News Desk
Morgan Stanley announced that it has completed the acquisition of E*TRADE Financial Corporation (E*TRADE) in an all-stock transaction. E*TRADE common stockholders are entitled to receive 1.0432 Morgan Stanley common shares for each E*TRADE common share. Read More: As the Pandemic Accelerates Adoption of Contactless Payments, The Landscape for Payments Stakeholders......
FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
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