Search Results for: Financial Advisor

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Fintech News Desk
by Fintech News Desk0
Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges
Big Data Capital Markets Fintech News

Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges

Fintech News Desk
by Fintech News Desk0
The leading data architecture challenges for capital markets firms center around data quality and delivering relevant data to the business, according to new research from leading global research and advisory firm Aite Group. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal “Many capital......
The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

Fintech News Desk
by Fintech News Desk0
The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
Venminder
InsurTech Investment Services News

SE2 Names Mark Schultis as CEO

Fintech News Desk
by Fintech News Desk0
Schultis to lead company’s client focused, technology-driven approach in serving the life and annuity markets SE2, an Eldridge business, and industry leader in life and annuities insurance technology, today named Chief Customer Officer, Mark Schultis, to CEO. Current Chief Executive, Gautam Thakkar, will remain on the SE2 Board of Directors......
Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Fintech News Desk
by Fintech News Desk0
Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

Enhance Selects FinMason to Deliver Sophisticated Investment Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has been selected by Enhance Group, a specialist reporting and advice provider for global fiduciaries, to deliver portfolio and security-level investment analytics that will present a complete picture of the......
IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations
Fintech News

IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations

Fintech News Desk
by Fintech News Desk0
IMA(Institute of Management Accountants), is celebrating International Management Accounting Day on May 6, 2020. This initiative aims to honor members of the management accounting community for their efforts in providing organizations with financial expertise, enabling them to thrive and create value for their organizations. Read More: Analyticom Introduces a Scientific Model That......
Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation
Business Fintech News

Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation

Fintech News Desk
by Fintech News Desk0
Thirdware Solution Inc, a leading provider of digital transformation solutions, is announcing a major partnership with Strategic iQ Solutions (www.siqllc.com), a leader in Enterprise Performance Management (EPM) and Business Process Integration Solutions. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor (PRNewsfoto/Thirdware Solution Inc.) (PRNewsfoto/Thirdware Solution......
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