Search Results for: portfolio management

Great Plains Bank Finances Local Community Resurgence with Jack Henry
Fintech News

Great Plains Bank Finances Local Community Resurgence with Jack Henry

Fintech News Desk
by Fintech News Desk0
Historic bank boosts post-Covid economy, supporting ongoing financial health with business cash flow tool Jack Henry & Associates, Inc announced that $1 billion-asset Great Plains National Bank has been leveraging Jack Henry’s accounts receivable (A/R) financing program, BusinessManager, to create additional revenue opportunities for local businesses and assist with post-pandemic recovery. BusinessManager helps financial institutions......
Percent's 'Corporate Loans' Offer Seamless Access to Venture Debt for Early-Stage, High-Growth & VC-Backed Startups
debt collection Fintech News

Percent’s ‘Corporate Loans’ Offer Seamless Access to Venture Debt for Early-Stage, High-Growth & VC-Backed Startups

Fintech News Desk
by Fintech News Desk0
Venture Debt Becomes Newest Asset Class Available to Investors on Percent’s Debt Marketplace that Unites the Three Sides of Private Credit Transactions — Borrowers, Underwriters, and Investors Percent, the platform powering the future of private markets, announces the launch of Corporate Loans, which offers VC-backed startups a fast and seamless......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets
Digital Asset Management News

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional clients receive reduced tuition when enrolling in DACFP’s Certificate in Blockchain and Digital Assets course The Digital Assets Council of Financial Professionals has formed a strategic alliance with Fidelity Institutional to educate advisors and home office staff on digital assets. This knowledge will help them serve their clients’......
Fortis Digital Launches Crypto Investment Fund with Institutional Infrastructure
Blockchain DeFi Digital News

Fortis Digital Launches Crypto Investment Fund with Institutional Infrastructure

Fintech News Desk
by Fintech News Desk0
With Over 20 Years Of Experience In Traditional Financial Management, Fortis Digital Announces Digital Asset Fund to Reduce Friction and Volatility For Web3 Investments Fortis Digital, a blockchain investment fund, announced its official launch to bridge the gap between TradFi and DeFi, bringing investors closer to Web3 opportunities. The newly......
FirstClose Plans to Accelerate Growth with $35 Million Investment from Lateral
Lending Mortgage News

FirstClose Plans to Accelerate Growth with $35 Million Investment from Lateral

Fintech News Desk
by Fintech News Desk0
FirstClose, Inc., a leading fintech provider of data and workflow solutions for mortgage and home equity lenders nationwide, has closed a $35 million investment from growth equity firm Lateral Investment Management to accelerate its product and growth strategies. “We want to keep providing more value for our customers. The demand......
Signature Bank Launches New National Business Line With Appointment of HBF Team
Banking Finance News

Signature Bank Launches New National Business Line With Appointment of Healthcare Banking and Finance Team

Fintech News Desk
by Fintech News Desk0
Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry Signature Bank, a New York-based, full-service commercial bank, announced the launch of a new business line with the appointment of a nine-person Healthcare Banking and Finance (HBF) team. The new private client banking team will provide......
As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings
Digital Asset Management News

As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings

Fintech News Desk
by Fintech News Desk0
Strategic Alliance with DACFP Provides Fidelity Institutional Clients with Preferred Rate on Certificate in Blockchain and Digital Assets Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors on digital assets, including......
Flourishing Payment Security Provider Diversifies Customer Base with Acquisition of Cloud Vaulting Service
Digital Payments News

Flourishing Payment Security Provider Diversifies Customer Base with Acquisition of Cloud Vaulting Service

Fintech News Desk
by Fintech News Desk0
TokenEx purchases AuricVault to bolster product-led growth strategy Cloud tokenization and payment optimization provider TokenEx announced that it has acquired Auric Systems International and its AuricVault service. The move helps TokenEx supplement its global growth strategy by increasing its presence in Latin America and Africa. It also will enable TokenEx to receive greater......
Infinity Ventures Launches Inaugural $158 Million Fund Dedicated to Global Fintech Investing
Fintech Investment Services News

Infinity Ventures Launches Inaugural $158 Million Fund Dedicated to Global Fintech Investing

Fintech News Desk
by Fintech News Desk0
Former PayPal leaders Jeremy Jonker, Jay Ganatra, and Mario Ruiz form fund to back the builders of fintech infrastructure and commerce enablement Infinity Ventures, an early-stage venture firm investing in founders building across fintech infrastructure and commerce enablement, announced its inaugural $158 million fund. The capital will fuel Infinity Venture’s......
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