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Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Top Performing Credit Unions Recognized by Raddon
Fintech News

Fiserv Enables Financial Institutions to Take Lease Accounting from a Spreadsheet to the Balance Sheet

Fintech News Desk
by Fintech News Desk0
Collaboration with LeaseQuery allows Fiserv accounting software users to streamline lease accounting processes and address FASB standard Fiserv, a leading global provider of payments and financial services technology solutions, is enabling financial institutions to advance their lease accounting processes and address industry standards through a new agreement with LeaseQuery. This......
Hxro Integrates Chainlink Price Oracles Live on Mainnet to Begin Decentralizing its BTC and ETH Indices
Fintech News Trading

Hxro Integrates Chainlink Price Oracles Live on Mainnet to Begin Decentralizing its BTC and ETH Indices

Fintech News Desk
by Fintech News Desk0
Hxro, the gamified crypto trading platform that offers users an innovative way to play the markets, has announced a collaboration with Chainlink, the market-leading decentralized oracle solution, to provide reference pricing on Hxro’s .xBTC and .xETH Indices. This marks the first live integration in which a centralized trading platform is......
Business News

Carrick Capital Partners to Expand Investment in Factor, Become Majority Shareholder in Rapidly Growing Legal Innovator

Fintech News Desk
by Fintech News Desk0
The leader in next generation solutions for complex legal work at scale is now poised to accelerate its rapid growth, increase global market share Factor, the leader in next-generation solutions for complex legal work at scale, today announced a significant new investment to be provided by Carrick Capital Partners (Carrick),......
Investment Services News Trading

Sequire Platform Exceeds 1 Million Investors and Traders

Fintech News Desk
by Fintech News Desk0
SRAX, Inc. (NASDAQ: SRAX), a digital marketing and consumer data management technology company, announced its investor intelligence and communications platform, Sequire, has surpassed 1,000,000 active investors and traders from 91 public companies. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Sequire has shown rapid growth since......
Barclays Appoints Kieran Doran as a Managing Director in Aerospace & Defense Investment Banking
Banking Fintech Investment Services News

Barclays Appoints Kieran Doran as a Managing Director in Aerospace & Defense Investment Banking

Fintech News Desk
by Fintech News Desk0
Barclays announces the appointment of Kieran Doran as a Managing Director in Aerospace & Defense Investment Banking. Mr. Doran will be based in New York, and will report to John Lange, Global Head of Industrials and Power & Utilities Banking at Barclays. Read More: COVID-19 and Automation are Changing Finance......
Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations
Fintech InsurTech News Risk Management

Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations

Fintech News Desk
by Fintech News Desk0
Arceo.ai, a cyber risk analytics company that empowers enterprises to better identify, respond to, and recover from cyber risks, continues to grow its team of senior cyber insurance experts to reshape this growing segment of the marketplace.  Enhancing the services and solutions Arceo delivers to the cyber insurance industry, Thomas Gamble,......
Cube Raises $5M Seed Round to Expand Next Generation Financial Planning & Analysis Platform
Fintech News

Cube Raises $5M Seed Round to Expand Next Generation Financial Planning & Analysis Platform

Fintech News Desk
by Fintech News Desk0
Cube, the next generation Financial Planning & Analysis (FP&A) platform for Finance teams, announced that it has closed a $5M seed round to expand their go-to-market efforts. Cube is disrupting the decades-old enterprise performance management (EPM) industry with an innovative offering that combines the power of SaaS with the flexibility and familiarity of spreadsheets.......
Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
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