Search Results for: investors

Certent Empowers Financial Reporting Centers of Excellence With Certent 365
Fintech News

Certent Customers Set a New Standard for Reports Filed With the SEC

Fintech News Desk
by Fintech News Desk0
Certent Disclosure Management’s new HD Reporting(SM) feature to provide investors with innovative and easier-to-read filings Certent, a leading provider of software-as-a-service solutions for financial disclosure management and equity compensation, announced that the first wave of its customers have used Certent’s High Definition (HD) Reporting and become the first organizations to......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
Tickeron Introduces AI-Powered Forex Trading Analysis Tool With Pre-Calculated Odds of Success
Artificial Intelligence Fintech News Trading

Tickeron Announces AI-Generated 401(K) Reporting and Analysis Tool

Fintech News Desk
by Fintech News Desk0
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, announces its groundbreaking 401(k) Report feature providing plan sponsors, plan advisors and plan participants with artificial intelligence analysis unveiling deep insight into close to 26,000 U.S. company 401(k) plans. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable......
Carver Edison Expands Senior Leadership Team
Fintech News

DriveWealth Forges First Partnership in Middle East and North Africa Region With UAE-Based Wealthface

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth,  a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
The Ripple Effect: How a US Recession Could Sneak Up on Global FinTech Companies
Fintech Guest Posts

The Ripple Effect: How a US Recession Could Sneak Up on Global FinTech Companies

Greg Ott
by Greg Ott0
Coronavirus. The US election. International trade. And did we mention Coronavirus?  Such a potent cocktail makes the reality of a recession all too possible. Companies in every industry should consider how one would impact them. I know I’m thinking about how a recession could impact FinTech, especially those that cater......
Sensorium (SENSO) Gets Listed on KuCoin to Drive Global Cryptomarkets
Cryptocurrency Fintech News Trading

Sensorium (SENSO) Gets Listed on KuCoin to Drive Global Cryptomarkets

Fintech News Desk
by Fintech News Desk0
Sensorium Corporation has partnered with KuCoin cryptocurrency exchange and launched an in-game currency for Sensorium Galaxy. Sensorium Corporation is launching a digital currency called Senso Token, for in-game purchases in the Sensorium Galaxy. The token enables users to make gaming related purchases and exchange game content. Third party companies involved in......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
by Fintech News Desk0
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
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