Search Results for: Financial Advisor

Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
AmBank Group implements Kamakura Risk Manager for Basel 3 LCR and NSFR
Fintech News Risk Management

Addepar Announces $40 Million in New Financing

Fintech News Desk
by Fintech News Desk0
Investment from WestCap Group to support continued business growth Addepar, a leading technology platform for wealth management, announced an investment of $40 million by WestCap Group (“WestCap”). The investment was led by Laurence Tosi (“L.T.”), a member of Addepar’s Board of Directors for the past two years as well as WestCap’s founder and managing partner, and by Scott Ganeles,......
MYbank Served Over 20 Million SMEs as of 2019, Further Spurring the Growth of China’s Small and Micro Businesses
Fintech Investment Services News

KingsCrowd Completes $1 Million Capital Raise on Netcapital Funding Platform

Fintech News Desk
by Fintech News Desk0
KingsCrowd, the independent ratings and analytics service for the newly emerging online private securities markets, announced the completion of a capital raise on the Netcapital funding portal, totaling $1,000,000.80. Boston-based Netcapital is a private securities platform that connects investors and entrepreneurs to help private companies grow. Read More: GlobalFintechSeries Interview with Raymond......
Artis Technologies Makes Consumer Financing Simple, Modern and Mindful
Fintech Fintech Funding News

Artis Technologies Makes Consumer Financing Simple, Modern and Mindful

Fintech News Desk
by Fintech News Desk0
Startup facilitates more inclusive, accessible financing achieved through more complete data and AI-based decisioning Artis Technologies announced the launch of its embedded financial services platform for digital, point-of-need lending and payments. The technology is a response to the ongoing structural shift in how consumers, businesses and lenders interact, and to......
Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management
Banking Fintech InsurTech News

Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management

Fintech News Desk
by Fintech News Desk0
Leverage No-Code Platform to accelerate launch of custom-built applications without software coding in real-time across insurance, banking and wealth management sectors Tech Mahindra Ltd. a leading provider of digital transformation, consulting and business reengineering services and solutions, with Innoveo, a Zurich based leading technology software provider, announced that the enterprises will......
Three Trends Defining Finance for 2020
Fintech Guest Posts

Three Trends Defining Finance for 2020

Scott Stern
by Scott Stern0
Not quite a full quarter into the new year and we’re already seeing a tumultuous 2020 that is causing businesses around the world to rethink strategy and direction. Amid current volatile changes, we are seeing a number of trends emerge that can significantly impact both your finance team and organization......
Optima Partners Appoints Mike Walters as Partner in the UK Office
Business Fintech News

Optima Partners Appoints Mike Walters as Partner in the UK Office

Fintech News Desk
by Fintech News Desk0
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with the appointment of senior compliance and regulatory industry professional, Mike Walters, as a Partner in its London office.  “His unique and very senior experience on both the buy and......
Coronavirus Pandemic: How Deutsche Bank Is Able to Be Part of the Solution in India
Featured Fintech Fintech Radar

7 Effects of Covid-19 on the Chinese Fintech Market

Paroma Sen
by Paroma Sen0
Believed to have originated in the Chinese province of Wuhan toward the end of 2019, COVID-19 was officially identified and named on February 11, 2020, by the World Health Organization. As of March 6, the coronavirus has spread to over 80 countries around the globe, including the UK and the......
Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards
Fintech News Risk Management

Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that Charles River Investment Management Solution (Charles River IMS) has been awarded “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes the top companies, products and technologies in global financial technology markets. The 2020 FinTech Breakthrough Awards showcase market......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Business Fintech News

Desjardins Selects smartTrade To Enhance Its FX Services

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a global leader in multi-asset electronic trading solutions, announces that Desjardins, leading Canadian financial services company, has selected LiquidityFX, smartTrade’s fully hosted and managed Foreign Exchange (FX) platform, to provide enhanced FX services to its clients. Desjardins was looking for an end-to-end e-FX trading solution to automate its......
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