Search Results for: Financial Advisor

Barclays makes strategic investment in Australia
Banking Fintech Investment Services News

Barclays Makes Strategic Investment In Australia

Fintech News Desk
by Fintech News Desk0
Barclays today announced that it has signed an agreement to become a foundation investor in Barrenjoey Capital Partners (“Barrenjoey”), a newly-established Australia-based full-service financial services firm. Barrenjoey, which is scheduled to launch in mid-2021, will provide corporate and strategic advisory, domestic equity and debt capital market underwriting, cash equities, research,......
OTC Markets Group Introduces Blue Sky Data Product
Fintech News

OTC Markets Group Introduces Blue Sky Data Product

Fintech News Desk
by Fintech News Desk0
Latest Market Data Offering Provides Complete Blue Sky Secondary Trading Solution for OTC Equities & Fixed Income Securities OTC Markets Group, operator of financial markets for over 11,000 U.S. and global securities, introduced its Blue Sky Data Product — a premium offering designed to provide the most efficient, comprehensive view......
PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f
Business Fintech News

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f

Fintech News Desk
by Fintech News Desk0
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Read......
Bookkeeper360 Launches App That Integrates with Xero to Provide Real-Time Business Insights
Business Fintech News

Bookkeeper360 Launches App That Integrates with Xero to Provide Real-Time Business Insights

Fintech News Desk
by Fintech News Desk0
Bookkeeper360, an accounting platform for startups and growth-stage businesses, today announced its Bookkeeper360 App is available in the Xero App Marketplace. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since 2012, has serviced and advised thousands of small business owners by leveraging technology to......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Business Fintech News

Former Marqeta COO Eric Bachman Joins Qolo as Board Member

Fintech News Desk
by Fintech News Desk0
Fintech and Technology Veteran to Leverage Payments and Payment Technology Expertise Furthering Qolo’s Momentum Qolo, the B2B payments hub for the New Economy, today announced that Eric Bachman, former Chief Operating Officer of Marqeta has joined Qolo’s Board of Directors. Bachman is an institutional payments veteran with over 30 years......
i2c Joins Visa’s Fintech Fast Track Program As New Enablement Partner
Fintech Mobile Banking News

i2c Taps Jonathan Vaux to Drive European Growth

Fintech News Desk
by Fintech News Desk0
i2c Inc., a leading provider of digital payment and open banking technology, announced a vital new move in its European operations, bringing Jonathan Vaux in as its General Manager, EU. Reporting to company President Jim McCarthy, Vaux will be responsible for building strategic alliances with banks, FinTechs, merchants and payment......
Santander UK Wins Multiple Industry Awards for Innovation in Digital Banking With nCino
Banking Fintech News

Santander UK Wins Multiple Industry Awards for Innovation in Digital Banking With nCino

Fintech News Desk
by Fintech News Desk0
Bank honoured with Celent Model Bank Award and The Banker’s Innovation in Digital Banking Award for the digitisation and evolution of its SME, corporate and commercial banking units using the nCino Bank Operating System® nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking and digital transformation solutions for the global financial......
Fintech News

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fintech News Desk
by Fintech News Desk0
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users......
JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
Fintech News

J.P. Morgan Asset Management Launches New Core Menu Evaluator

Fintech News Desk
by Fintech News Desk0
One of the first tools dedicated to analysis and selection of core menu investments for defined contribution plans  J.P. Morgan Asset Management announced the launch of the Core Menu EvaluatorSM, enabling financial professionals to analyze, compare and select defined contribution core menu investments quickly, thoroughly and objectively. The importance of......
Corcentric Recognized in Supplier Risk and Performance Management Report by Independent Research Firm
Business Fintech News

Corcentric Recognized in Supplier Risk and Performance Management Report by Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Corcentric, a leading provider of business spend management and revenue management software and services, announced today that the company is included in a recent report by Forrester, a global research and advisory firm for business and technology leaders, titled Now Tech: Supplier Risk and Performance Management (SRPM), Q2 2020. Read More: GlobalFintechSeries......
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