Search Results for: portfolio management

Societe Generale
Banking Business Fintech Investment Services News

Societe Generale: Launch of a Unique Savings Solutions Offer by Strengthening the Partnership Set-Up

Fintech News Desk
by Fintech News Desk0
Starting in the first quarter of 2021, Societe Generale will become the first and only major bank in France to operate in open architecture for all clients of its two retail banking networks. New innovative partnerships have been forged with six asset management companies, allowing savers served by the Societe......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Business Fintech Fintech Funding Investment Services News

Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

Fintech News Desk
by Fintech News Desk0
Key hire cements company commitment to supporting growth of education savings programs across the country Pursuing an enormous opportunity to guide investors to achieve better outcomes, Orion Advisor Solutions, an established service provider in the 529 industry, signals its redoubled expansion into this space by welcoming Rob Percival, a veteran Ascensus College......
Payment Alliance International Adds Bitcoin to Cash Capabilities
Cryptocurrency Fintech News

Payment Alliance International Adds Bitcoin to Cash Capabilities

Fintech News Desk
by Fintech News Desk0
Payment Alliance International (PAI), the U.S. leader in ATM portfolio management tools and services, announced it has entered into a strategic partnership with B4U Financial to better serve liquidity needs of the fast-growing cryptocurrency market. PAI’s nationwide fleet of ATMs will be equipped with BitLoad4U (B4U) capabilities, including the ability to redeem bitcoin......
Lorenzo-Sargenti-Joins-Advisory-Board-of-Cyber-Risk-Modeling-Company-Kovrr
Fintech InsurTech News

Lorenzo Sargenti Joins Advisory Board Of Cyber Risk Modeling Company Kovrr

Fintech News Desk
by Fintech News Desk0
Kovrr, a cyber risk modeling company, has announced a new key addition to its advisory board, Lorenzo Sargenti, former Managing Director of Client Development at RMS. Lorenzo will be instrumental in guiding Kovrr in their client and market development initiatives, providing cyber risk modeling solutions for (re)insurers. Read More: Ondot’s Card......
Double-Win-For-Objectway-WealthTech-Suite-At-XCelent-2020-Awards
Business Fintech News

Double Win For Objectway WealthTech Suite At XCelent 2020 Awards

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. This report examined the leading vendors of Front-to-Middle Office platforms in EMEA, delivering a solution that......
BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing
Artificial Intelligence Business Fintech News

BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing

Fintech News Desk
by Fintech News Desk0
Creates innovative one-stop platform for asset & wealth managers to fully automate and optimize portfolio management and research process BondIT, an independent portfolio construction technology provider for fixed income, and Scorable, a provider of AI-driven credit analysis, announced the signing of a definitive merger agreement pursuant to which the companies......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
PAAY and Bluefin Join Forces to Dramatically Advance Remote Commerce Security
Banking Business Fintech Investment Services News

Amicus.io Adds $8.7M In Series B Funding to Democratize Access To Donor-Advised Funds With DAF 2.0 Platform

Fintech News Desk
by Fintech News Desk0
Amicus.io, the fintech company behind the philanthropic platform for DAF 2.0, today announced that it has raised $8.7M in series B funding from mission-driven investors in philanthropic and banking sectors hailing from the US and Canada. The round was led by The FR Group, a Vancouver-based family office. Wells Fargo Startup Accelerator also joined......
Magnifi Names Broadridge Executive as Chief Product Officer
Fintech Investment Services News

Magnifi Names Broadridge Executive as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Investment in talent comes on the heels of stellar market adoption since launch earlier this year Magnifi, a TIFIN Group company, and the world’s first natural-language powered investment marketplace announced the appointment of Broadridge Financial veteran, Tom Van Horn, to serve as the company’s first Chief Product Officer. Tom brings......
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