Search Results for: Portfolio Management

University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
Featured Fintech InsurTech Mobile Banking

Ever Wondered How FinTech Is Changing Everyday Life?

Paroma Sen
by Paroma Sen0
Fintech has evolved and how over the last few years. The various financial technologies on offer and the growing number of companies and services that are now using innovative fintech apps and platforms to either help manage their own finances or provide a better quality of financial services to other......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Artificial Intelligence Fintech News

Arria NLG and BNY Mellon Collaborate to Transform Data into Analytics through Natural Language Technology

Fintech News Desk
by Fintech News Desk0
Arria NLG, a leading provider of Natural Language Generation (NLG) technology, announced a collaboration with The Bank of New York Mellon Corporation (“BNY Mellon”) to help asset managers and asset owners transform data into actionable analytics. BNY Mellon Data and Analytics Solutions’ clients will now be able to unlock better......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
PSCU to Leverage FICO Customer Communications Services to Build Leading Fraud Alert Solution for Credit Unions
Fintech InsurTech News Risk Management

FICO Cyber Risk Score Continues Strong Customer Momentum in Cyber Insurance Marketplace

Fintech News Desk
by Fintech News Desk0
FICO, a global analytics leader, announced that its FICO Cyber Risk Score continues to see significant momentum in the cyber insurance marketplace with strong growth and new customers in 2020. The FICO Cyber Risk Score is the industry’s most accurate cyber risk score in the market, providing clear transparency for underwriting and helping......
InterWork Alliance Launches to Standardize Token-Powered Ecosystems Worldwide
Fintech Investment Services News

Dealpath Momentum Builds With Record q1; Executive Team Expands With New Marketing Leader

Fintech News Desk
by Fintech News Desk0
Deal value surges 170% year over year; Elizabeth Eberle joins as VP of Marketing Dealpath, the leading software solution for real estate investment and portfolio management, announced a record first quarter with a 170% increase in deal value supported on the platform year over year, surpassing $5 trillion of equity......
Community Banks Provide Paycheck Protection Program Loans to Small Businesses With Teslar Software
Banking Business Fintech News

Community Banks Provide Paycheck Protection Program Loans to Small Businesses With Teslar Software

Fintech News Desk
by Fintech News Desk0
Fintech enables banks to quickly and efficiency manage flood of PPP loan applications Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that it is offering Teslar Unite – PPP. This free module provides community banks a secure portal and......
Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending
Banking Fintech News

Liberty National Bank Partners With Teslar Software to Streamline Commercial Lending

Fintech News Desk
by Fintech News Desk0
Bank selects advanced platform to increase portfolio management efficiencies, flexibility Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Liberty National Bank has selected its platform to improve productivity and increase transparency across exceptions tracking and reporting, helping to......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
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