Search Results for: broker accounts

Pintec Announces Industrial and Commercial Bank of China’s Successful Implementation
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Pintec Announces Industrial and Commercial Bank of China’s Successful Implementation

Fintech News Desk
by Fintech News Desk0
 Pintec Technology Holdings Limited, a leading independent technology platform enabling financial services in China, announced an update on its cooperation with Industrial and Commercial Bank of China (“ICBC” or the “Bank”).  ICBC has adopted and implemented Pintec’s SME risk management solutions for its micro- and small-sized (“SME”) lending business, further......
Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac
Fintech News Trading

Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac

Fintech News Desk
by Fintech News Desk0
Flyer and Envestnet, announced that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer’s Co-Pilot order management system (OMS). The Co-Pilot integration with Tamarac, providing a more comprehensive, seamless, and advanced advisor trading experience, was originally announced in April 2019. By adding efficient fixed-income trading enhancements,......
Amalgamated Life Insurance Company Announces a Rebrand to Better Reflect a Family of Companies
Fintech InsurTech News

Amalgamated Life Insurance Company Announces a Rebrand to Better Reflect a Family of Companies

Fintech News Desk
by Fintech News Desk0
Amalgamated Life Insurance Company, a leading provider of comprehensive insurance solutions, announced that it and its affiliated companies, have completed a rebranding initiative designed to better reflect the “Amalgamated Family of Companies” and leverage the brand equity in the flagship company’s name, “Amalgamated.” Read More: Jack Henry & Associates Launches Core-Integrated......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor
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Celsius Network Secures US$10M Equity Raise with Tether as Lead Investor

Fintech News Desk
by Fintech News Desk0
Celsius’s US$30M first equity round has Tether International as a US$10M lead investor at a US$120M pre-money valuation. Celsius Network Limited (“Celsius”) is excited to announce that Tether International Limited (“Tether International”), a member of the Tether group of companies, the largest stablecoin issuer with a 90% market share, is......
SS&C Technologies Powers Mid Atlantic Capital's FINRA CAT Reporting
Capital Markets Fintech News Risk Management Trading

SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that Mid Atlantic Capital Group has chosen SS&C to automate its FINRA Consolidated Audit Trail (CAT) reporting obligations. The Securities and Exchange Commission will require all broker-dealers to report equities and options transaction data to FINRA CAT at the end of the month. Read More: Abrigo Adds......
Deutsche Bank Launches Payments Platform Through 2C2P in Thailand
Banking Fintech News

Deutsche Bank Appointed as Depositary Bank for the Sponsored American Depositary Receipt Program of LION GROUP HOLDING LTD.

Fintech News Desk
by Fintech News Desk0
Deutsche Bank announced its appointment as depositary bank for the NASDAQ-listed American Depositary Receipt program of Lion Group Holding Ltd. (the “Company” or “LION”). Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms “We are very pleased to have been appointed as depositary......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
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Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
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