Search Results for: global funds

Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum
Banking News

Phoenix Finance Receives Most Innovative Fintech E-Wealth Management Platform award at The Wealth APAC forum

Fintech News Desk
The Wealth APAC forum – IPWM & IFWM China Awards 2019 were hosted in Shanghai by WEALTH Magazine on December 18, 2019. The forum brought together 100 well-known experts from the Asian Pacific wealth management community and executives from top financial institutions in the region who engaged in in-depth research and discussions on the current status......
dLocal Collaborates with Microsoft to Reach New Customers in Emerging Markets
News

Amazon Kicks Off Localized Payments in Chile with dLocal

Fintech News Desk
dLocal, an award-winning fintech company that specializes in cross-border payments for emerging countries, announced that Amazon went live with dLocal’s local payments acceptance services in Chile. “Amazon has a long history of pioneering online innovation and bringing e-commerce to the rest of the world,” said Sebastian Kanovich, CEO of dLocal.......
Knights Of Columbus Launches New Life Insurance Product
InsurTech News

Knights Of Columbus Launches New Life Insurance Product

Fintech News Desk
Protector Universal Life-Guaranteed Product Offers Affordability and Flexibility Knights of Columbus (K of C), a Best’s Review Top 50 US Life/Health Insurer, announced the launch of its Protector NLG Universal Life insurance product. This product provides affordable guaranteed lifetime coverage*, flexible premium payment options and a low-cost guaranteed death benefit*......
Leading Decentralized Investment Banking Group - Coinstreet Partners, Awarded Asia Futurist Leadership Award
Banking Fintech News

Leading Decentralized Investment Banking Group – Coinstreet Partners, Awarded Asia Futurist Leadership Award

Fintech News Desk
The Asia Futurist Leadership Award in the category of High Flyer Award – Outstanding Deal Originator In Asia was awarded to Coinstreet Partners by the Association of Family Offices in Asia, the Association of Private Bankers in Greater China and the Women In Leadership Association at the Asia Futurist Leadership Summit, held in Hong Kong during International Financial Week. Asia Futurist......
AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps
Banking News

AllocateRite’s AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Fintech News Desk
AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies are now available to iOS and Android mobile devices via our mobile app. AllocateRite’s AI-powered......
Canalyst Secures Series B Funding to Accelerate Market Expansion
Fintech News

Canalyst Secures Series B Funding to Accelerate Market Expansion

Fintech News Desk
Financial Technology Firm Raises Additional Financing, Marking Its Success as an Efficiency Solution for Institutional Investors Amid Industry Compression Canalyst, the leading independent provider of fundamental models to institutional investors, announced that it has closed a $20 million Series B financing. The round was led by a strategic investor with participation......
NICE Actimize Adds Cryptocurrency Innovator CipherTrace to X-Sight Marketplace to Enhance Due Diligence and Reduce Risk
Banking Fintech News

NICE Actimize Adds Cryptocurrency Innovator CipherTrace to X-Sight Marketplace to Enhance Due Diligence and Reduce Risk

Fintech News Desk
Complementing NICE Actimize’s AML Solutions Portfolio, Ciphertrace Cryptocurrency Solutions Detect Money Laundering and Enable Regulatory Supervision With cryptocurrency-related compliance issues on the rise, and an increase in enforcement actions anticipated, the need for financial institutions to adopt solid AML programs addressing this market segment is expected to escalate this year.......
Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support
Investment Services News

Charles River Investment Management Solution Integrates ChartIQ for Trade Decision Support

Fintech News Desk
Charles River Development, a State Street Company, announced that the Charles River Investment Management Solution (Charles River IMS) now integrates with ChartIQ, enabling Charles River to provide institutional traders with visualization tools that deliver greater insight into data affecting investment decisions. These capabilities help traders conduct pre-trade technical analysis, gauge......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
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