Search Results for: broker

Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
by Fintech News Desk0
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
HEYBIT Goes Global With Its Alpha-Seeking Crypto Roboadvisor
Cryptocurrency Fintech News

HEYBIT Goes Global With Its Alpha-Seeking Crypto Roboadvisor

Fintech News Desk
by Fintech News Desk0
As part of its effort to make the investment in cryptocurrency easier, safer and more affordable for everyone, a Korea-based startup, UPRISE, Inc., has launched its crypto roboadvisor service HEYBIT, previously provided only in Korea, for global audience on April 8, 2020. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading......
ACORD Releases Next-Generation Digital Standards to Enable Streamlined Insurance Data Exchange
Fintech InsurTech News Trading

ACORD Releases Next-Generation Digital Standards to Enable Streamlined Insurance Data Exchange

Fintech News Desk
by Fintech News Desk0
New Data Standards Will Support Emerging and Future Technologies Across All Geographies and Lines of Business ACORD, the global standards-setting body for the insurance industry, announced the release of Version 1.0 of its Next-Generation Digital Standards for insurance data exchange. Developed in partnership with leading industry organizations, the Standards enable......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
by Fintech News Desk0
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Fintech News

Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Fintech News Desk
by Fintech News Desk0
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
Eventus Systems to provide trade surveillance, AML transaction monitoring for BitMEX
Fintech News Risk Management Trading

Eventus Systems Rapidly Expands Market Coverage, Now Actively Surveilling 100+ Venues Globally

Fintech News Desk
by Fintech News Desk0
Adding 10 new venues in Q1 with 8 in Europe, firm continues to scale platform for growing client base  Eventus Systems, a multi-award winning global trade surveillance and risk management software platform provider, announced that its Validus platform is now actively surveilling activity for clients on more than 100 exchanges......
Apifiny Partners with ECS Fin to Launch Pilot Program of Roxe Network
Fintech News

Apifiny Launches Institutional Platform GlobalX to Connect Exchange Liquidity

Fintech News Desk
by Fintech News Desk0
Institutions will now be able to trade on every single crypto market simultaneously thanks to GlobalX, an API platform launched on March 31 by San Francisco-based firm Apifiny. Apifiny hired former executives of Google X, Kraken and AlphaPoint to promote the service. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform......
European Financial Institutions Estimated To Lose Over €5bn Every Year On Customer Acquisition
Fintech News

Signicat Acquires Dutch Identity Specialist Connectis to Create Europe’s Strongest Digital Identity Platform

Fintech News Desk
by Fintech News Desk0
The combined entity will accelerate Signicat’s share of the identity verification market—worth $15 billion by 2024 Signicat, the Trusted Digital Identity company, has acquired digital identity specialist Connectis, to create the strongest digital identity platform in the European market. Read More: Patientco Achieves HFMA Peer Review Designation Connectis was founded in......
Docupace Announces Availability of Digital Adoption Bundles for Wealth Management
Fintech News

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management

Fintech News Desk
by Fintech News Desk0
Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is announcing the availability of a suite of Digital Adoption Bundles that lower......
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