Search Results for: Investment Management

Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
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Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
Call For Partners: Unbound Launches New Partner Program
Fintech News

Unbound Tech Announces Key Security-Rooted Hires to Support North American Market Growth and Continued Global Expansion

Fintech News Desk
by Fintech News Desk0
Unbound Tech, the global leader in cutting-edge cryptographic key management for enterprises, announced the addition of three seasoned staff members to its North American headquarters: Michael Hughes as Chief Business Officer, Marcella P. Arthur as Vice President of Global Marketing, and Rocco Donnino as Vice President of Strategic Alliances. Read More: Kensho Collaborates with NVIDIA......
Scout RFP and Suplari Partner to Drive Visibility and Improve Collaboration for Procurement & Finance Teams
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Scout RFP and Suplari Partner to Drive Visibility and Improve Collaboration for Procurement & Finance Teams

Fintech News Desk
by Fintech News Desk0
Delivering Comprehensive Data-Driven Decision Making for Strategic Sourcing Scout RFP, a Workday company and leading cloud-based platform for strategic sourcing and supplier engagement, announced a new integration with Suplari, the AI-driven analytics and insights platform for procurement. With this partnership, joint customers will have the ability to integrate Suplari’s spend visibility and......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
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Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Fintech News

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO. Read More: Fintech Europe Selects Ten Startups......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Vested Finance’s AUM Jumps 10-Fold in Nine Months
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Vested Finance’s AUM Jumps 10-Fold in Nine Months

Fintech News Desk
by Fintech News Desk0
Vested Finance, an online investment platform that enables Indian investors to invest in the US stock market saw total investments in the US markets from India grew 20% month-on-month in May 2020. The platform registered 30% growth in the number of people who have transferred USD into their accounts for......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
Ally Lending expands relationship with Milan Laser
Fintech Investment Services News

Ally Invest Digital Conference Puts Focus on Investing in Today’s Market Environment

Fintech News Desk
by Fintech News Desk0
Ally Invest, the online brokerage and wealth management arm of Ally Financial announced its second digital conference designed to help people of all experience levels sharpen their investing skills. The fully-online “Ally Invest Digital Conference,” scheduled for Wednesday, June 24, 2020, is free to attend and will be livestreamed on Ally’s YouTube......
NCR Corp. Names New Chief Financial Officer
Fintech News

NCR Corp. Names New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Seasoned Financial Executive Timothy C. Oliver Joins NCR NCR Corporation announced Timothy C. Oliver is joining the company as its new Chief Financial Officer effective July 13, 2020. A seasoned corporate finance executive, Oliver brings three decades of experience and a successful record of integrating advanced technologies, transforming portfolios and......
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