Search Results for: wealth management

Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers
Fintech News Robotic Process Automation

Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers

Fintech News Desk
by Fintech News Desk0
Industry research firm T3 Sixty analyzed data on more than 30,000 real estate agents over a two year period In a newly released study from T3 Sixty, one of the industry’s leading management consultancy and research companies, data reveals that real estate firms who provided the Adwerx Listing Ad Automation Platform to......
Genesis Launches Derivatives Trading Desk
Currency Exchange Fintech News Trading

Genesis Launches Derivatives Trading Desk

Fintech News Desk
by Fintech News Desk0
Genesis, an industry pioneer and leader in digital currency trading and lending, announced it has launched a derivatives trading desk. The new offering, which follows last week’s announcement that Genesis is launching a prime brokerage service called Genesis Prime, expands the company’s suite of digital asset trading, institutional lending, custody,......
Featured Fintech Risk Management

Top 10 Accounting Software Best Suited for B2B Companies

Fintech News Desk
by Fintech News Desk0
Improving data accuracy, maintaining compliance, improved staff productivity, higher revenues and exploring newer opportunities are some of the core benefits of adopting an accounting software. Finance and account management is a critical task for any business. We live in a technology prone era, we need to adapt to the latest......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
by Michael Higgins1
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
PureFacts Financial Solutions Closes $20 Million Financing Round
Business Fintech News

PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
Banking Featured Fintech Mobile Banking

The Rise of Contactless Payments

Paroma Sen
by Paroma Sen0
Contactless payments, often referred to as tap-and-go by some banks have been around for a while. Payment systems like credit cards, debit cards, smart payments cards have been in the market for a long time and do fall under this (still evolving) category. However, the number of businesses and individual......
Pagaya Announces Expansion to U.S. West Coast
Artificial Intelligence Capital Markets Fintech News

Pagaya Announces Expansion to U.S. West Coast

Fintech News Desk
by Fintech News Desk0
Executive Hires Expand Pagaya’s Growing Originations Team Into Phoenix and Los Angeles Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management, announced its expansion to the U.S. West Coast with the appointments of Jason Hass as Senior Vice President of Originations and Mike Cannatella as......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
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