Search Results for: financial management

GOST Performance Milestone Finally Makes Perpetual KYC Possible for Enterprise Businesses and Financial Institutions
Machine Learning News Risk Management

GOST Performance Milestone Finally Makes Perpetual KYC Possible for Enterprise Businesses and Financial Institutions

Fintech News Desk
Leveraging 2022 strategic investments, Giant Oak, Inc. announced that the GOST risk-screening platform has achieved operational milestones enabling efficient, affordable, and continuous adverse media screening at an historic rate of 1 analyst per 10 million entities screened Giant Oak, Inc., the only behavioral science-led machine learning company in the Know......
Digital Digital Asset Management News

Elwood Technologies Unveils Enhanced Risk Management Capabilities

Fintech News Desk
Elwood Technologies (“Elwood” or “the Company”), a platform providing institutional access to digital asset markets, extends its product offering with advanced Risk Management tools, providing clients the functionality to perform Live Position and Exposure tracking, Scenario Analysis, and Collateral Monitoring. These features have been made available to Elwood’s institutional client......
Dora Launches Free Financial Coaching Services to End Users via TrustPlus
Finance Fintech News

Dora Launches Free Financial Coaching Services to End Users via TrustPlus

Fintech News Desk
Event Based Service Offers One-On-One Financial Coaching Dora Financial, a marketing and innovation CUSO (credit union service organization) powered by the credit union movement, announced the launch of its new feature, event-based financial coaching. Dora end users now have access to personal finance coaching at no cost through a new......
XiFin Unveils New Corporate Identity to Reflect Company’s Broader Mission of Healthcare Financial Stability
Finance News

XiFin Unveils New Corporate Identity to Reflect Company’s Broader Mission of Healthcare Financial Stability

Fintech News Desk
Continued Momentum in Pharmacy, Medical Device, and Radiology Segments Helped Drive 28% Increase in Annual Revenue With a 37% Revenue CAGR From 2019 to 2022 XiFin, Inc. unveiled new corporate branding to reflect the company’s industry leadership in providing solutions and services that improve financial performance, operational efficiencies, provide interoperability between......
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors
Digital Asset Management News

HeightZero and CoinDesk Indices Partner to Bring Index-Based Digital Asset Exposure to Financial Advisors

Fintech News Desk
Launch of large-cap offering provides efficient, simplified access to the crypto ecosystem HeightZero, a cutting-edge turnkey digital asset management platform (TDAMP), announced the availability of the CoinDesk Large Cap Select Index (DLCS) within their offering. The DLCS index will allow investment advisors, an industry with over $128T in managed assets......
VITREUS Launches Next-Generation, Compliance-Focused Blockchain for the Financial Services Industry
Compliance management Finance News

VITREUS Launches Next-Generation, Compliance-Focused Blockchain for the Financial Services Industry

Fintech News Desk
VITREUS is a new digital infrastructure aimed at revolutionizing the financial services sector. The first-to-market platform is being developed for businesses such as Broker Dealers, Tax/Accounting Firms, Insurance Carriers, Small Banks, Credit Unions, and the RIA market, with a focus on providing a compliant and secure solution to their needs. VITREUS......
B2B B2C Cryptocurrency Fintech News

Starlight, The Financial Operating System (OS) For Web3 Teams

Fintech News Desk
Zero Hash, the leading B2B2C crypto infrastructure platform today announced that it is powering Starlight, the crypto-native platform that has built a complete financial OS for Web3 teams., Zero Hash. Starlight has embedded Zero Hash’s low code, API-first, crypto-as-a-service platform to enable their customers, many of which are digitally native, but......
SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers
Finance News

SYSTM Launches as a Comprehensive Wealth Ecosystem for Financial Advisors and Asset Managers

Fintech News Desk
A collaboration between William Blair and InvestCloud, SYSTM draws on advisory expertise bringing its premier technology and service offering to the wealth management industry SYSTM Wealth Solutions, a comprehensive cloud-based wealth ecosystem built for the financial industry by the industry, announced its platform is live for financial advisors and asset......
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