Search Results for: InvestCloud

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
InvestCloud Appoints Balthazar to Lead Singapore Expansion
Fintech News

InvestCloud Appoints Balthazar to Lead Singapore Expansion

Fintech News Desk
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC. Read More: Analyticom......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
Manning & Napier Selects InvestCloud to Lead Digital Transformation
Business News

Manning & Napier Selects InvestCloud to Lead Digital Transformation

Mohit Manoharan
 Manning & Napier, Inc., (“Manning & Napier” or “the Company”) announced it has selected InvestCloud to lead the firm’s digital transformation. The firm will utilize InvestCloud’s full suite of applications, ranging from back-office operations to client-facing websites. The multi-phased conversion will focus on enhancing the digital client experience, streamlining back-office......
BestEx Research Secures $10 Million Investment
Investment Services News

BestEx Research Secures $10 Million Investment

PR Newswire
Award-Winning Algorithmic Execution Platform Continues Expansion BestEx Research Group LLC, an independent provider of high-performance algorithmic execution solutions for equity, futures and foreign exchange trading, is pleased to announce a $10 million follow-on investment from its existing investors. The investment will allow BestEx Research to accelerate its growth, expanding its global team......
XTM Signs Deal With Payfare to Roll Out Its Today Financial Program With Earned Wage Access Across the US
Fintech News

XTM Signs Deal With Payfare to Roll Out Its Today Financial Program With Earned Wage Access Across the US

Business Wire
XTM Inc., a Miami and Toronto-based fintech creator of disruptive payment innovations and staff management solutions to inspire today’s workers in the hospitality, personal care and service space announced the signing of a deal with Payfare Inc., a leading fintech powering instant payout and digital banking solutions for the gig......
Saraswat Bank Partners with Tagit to Revamp Its Digital Channels
Banking News

Saraswat Bank Partners with Tagit to Revamp Its Digital Channels

PR Newswire
Saraswat Bank, India’s largest Urban Co-operative Bank has partnered with Tagit, a leading digital banking solutions provider, to implement omnichannel digital banking solutions for its retail and corporate customers. The Bank, spread across six states – Maharashtra, Goa, Gujarat, Delhi, Madhya Pradesh, and Karnataka, has total business over Rs. 71,000 crore as on March 2022 with a Net Profit......
Block Makes First Social Impact Investment in the UK with ART Business Loans
Banking Investment Services News

Block Makes First Social Impact Investment in the UK with ART Business Loans

Business Wire
Businesses in the UK’s West Midlands that struggle to access finance from high street lenders are set to benefit from a £4m funding package thanks to a unique partnership between three socially-minded organisations. “We believe fair access to finance is what unlocks opportunities for individuals and communities and are pleased......
SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate
Banking News

SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate

PR Newswire
The firm has grown its team to over 70 Technology Investment Banking professionals in the last 18 months. Silverglate marks the franchise’s 16th Senior Managing Director hire SVB Securities, a leading investment bank serving the innovation economy, announced the addition of Scott Silverglate as Senior Managing Director of the firm’s Technology......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
1