Search Results for: Digital Asset Management

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors
Fintech News

The Entrust Group Launches Their New Client Portal Delivering A Seamless Experience For Self-Directed IRA Investors

The Entrust Group (“Entrust”), a national, Self-Directed IRA administrator headquartered in Oakland, California, announces the launch of its new client portal. The self-service, account management portal is available exclusively to Entrust clients with the goal of helping them self-direct their account online seamlessly. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European......
Featured Fintech InsurTech Mobile Banking

Ever Wondered How FinTech Is Changing Everyday Life?

Paroma Sen
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......
Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation
Business Fintech News

Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation

Thirdware Solution Inc, a leading provider of digital transformation solutions, is announcing a major partnership with Strategic iQ Solutions (www.siqllc.com), a leader in Enterprise Performance Management (EPM) and Business Process Integration Solutions. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor (PRNewsfoto/Thirdware Solution Inc.) (PRNewsfoto/Thirdware Solution......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Blockchain Fintech News

Monsoon Blockchain Partners With Industry Giants in the US and Asia to Engineer the Next Generation of Fintech

Monsoon Blockchain Corporation, Asia’s premier blockchain company pioneering the adoption of highly secure decentralized asset management, has partnered with Asia’s largest digital asset platform OSL of BC Group, DraperDragon Fund, CarbonBlue of BSN, and Academy Award Winning Studio Cross Creek Media. This deal signifies a major move for the blockchain,......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire
Fintech News

DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire

Fintech News Desk
DiligenceVault, the global fund diligence platform, announced continued international growth plans, welcoming a new EMEA Director of Business Development, Guillaume Rouault, and the opening of its second overseas office and first one in London. With over 12,000 active users globally, DiligenceVault is continuing to deliver on its commitment to provide......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
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