Search Results for: Financial Advisor

James Donahue Joins BankMobile as Chief Digital Officer
Banking Fintech Mobile Banking News

James Donahue Joins BankMobile as Chief Digital Officer

Fintech News Desk
by Fintech News Desk0
Technology Innovator to Oversee Leading Mobile-First Bank’s Digital Initiatives  BankMobile, a division of Customers Bank, and among America’s largest mobile-first banks, has named James Donahue Chief Digital Officer. In his new role, Donahue will oversee all of BankMobile’s technology optimization strategies and digital initiatives. Read More: American Express Elects Charles......
Blockchange Brings Digital Assets to The Wealth Engineering Family of Companies
Banking Fintech News

Blockchange Adds DeFi Support and New Assets to Its Digital Asset Management Platform for RIAs

Fintech News Desk
by Fintech News Desk0
Blockchange Inc. today announced the addition of fourteen new digital assets to its BITRIA™ Digital Turnkey Asset Management platform for registered investment advisors. The additions, which include ten Decentralized Finance (DeFi) tokens, will allow wealth managers to offer a much broader base of digital assets in response to growing interest from investors.......
Fintech Investment Services News

Wealthcare Announces Integration with SS&C’s Black Diamond Wealth Platform

Fintech News Desk
by Fintech News Desk0
New integration provides SS&C advisory clients with a turnkey, goals-driven planning and investment management solution Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced a new integration with SS&C’s Black Diamond® Wealth Platform. Through this integration, Black Diamond clients will......
Temenos Launches Product to Help Banks Overcome Legacy Issues
Banking Fintech Mobile Banking News

Temenos Names Joaquin De Valenzuela Muley to Lead Digital Banking Growth With Temenos Infinity

Fintech News Desk
by Fintech News Desk0
Temenos, the banking software company, announced that it has appointed Joaquin De Valenzuela Muley as Senior Vice President and Business Line Director for Temenos Infinity. Joaquin will lead the global sales and business development of Temenos Infinity, the market-leading digital banking SaaS product. Joaquin will report directly to Jean-Michel Hilsenkopf,......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Fintech Investment Services News

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes

Fintech News Desk
by Fintech News Desk0
Envestnet, is rolling out a series of technology enhancements, including innovative features in the Envestnet | Tamarac platform that enable independent registered investment advisers (RIAs) to efficiently manage and track annual capital gains taxes in clients’ taxable accounts. Read More: Aumni Extends Series A to Include Orrick, Donnelley Financial Solutions and......
tZERO Announces Integration With Sterling Trading Tech, Powering Two New Third-Party Broker-Dealers That Are Live & Trading on the tZERO ATS
Fintech News Trading

tZERO Announces Integration With Sterling Trading Tech, Powering Two New Third-Party Broker-Dealers That Are Live & Trading on the tZERO ATS

Fintech News Desk
by Fintech News Desk0
This Announcement Marks an Important Step to Broadening Investor Access and Enhancing Liquidity on the tZERO ATS tZERO, a leader in financial innovation and liquidity for private companies, announced today that it has completed a technology integration with Sterling Trading Tech, a leading global provider of trading and compliance solutions. This......
Top US investment consultant selected Diligend solution to automate and digitize investment managers operational due diligence
Fintech Investment Services News

Top US Investment Consultant Selected Diligend Solution to Automate and Digitize Investment Managers Operational Due Diligence

Fintech News Desk
by Fintech News Desk0
Diligend, a leading provider of investment management software, has been selected by FEG Investment Advisors (FEG), an independent investment consulting and OCIO firm, to automate and digitize the collection of manager data and documents in its operational due diligence (ODD) of investment managers across public and private markets and hedge funds.......
DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy
Fintech Fintech Funding News Trading

DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy

Fintech News Desk
by Fintech News Desk0
DriveWealth, LLC, a U.S.-based leader in global digital trading technology, today announced a $56.7 million Series C round to strengthen its current technology stack, make strategic acquisitions, and grow the organization to scale its business. Read More: i2c Taps Miguel Olvera to Drive Mexican Growth The round was led by......
eCapital Corp. Names Charles Sheppard as Chief Operating Officer
Fintech News

eCapital Corp. Names Charles Sheppard as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Company establishes corporate-level oversight for operational alignment and growth eCapital Corp. (“eCapital”), a leading alternative finance provider in North America, today announced that Charles Sheppard, formerly president of the eCapital Freight Factoring Division, has been named Chief Operating Officer (COO) of eCapital Corp. In this new role, Charles will oversee......
American Express Commits $2.5M to “100 for 100” Program to Invest in the Future of Black Women Entrepreneurs in the U.S.
Business Fintech News

American Express Elects Charles Phillips to Board of Directors

Fintech News Desk
by Fintech News Desk0
American Express (NYSE: AXP) today announced that Charles Phillips has been elected to its Board of Directors, effective December 1, 2020. Read More: Accounting Seed Releases Downloadable Accounting Basics Board Game “Charles has extensive leadership experience in the technology industry with an established track record of executing significant organizational and......
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