Search Results for: Investment Management

benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown
Fintech News

benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown

Fintech News Desk
by Fintech News Desk0
Strategy, Methodology, and Training Are Keys to Smooth Transition During a Pandemic benel Solutions (benel) is pleased to announce the recent launch of new Association Management Software (AMS) for the Minnesota Society of Certified Public Accountants (MNCPA) on March 18, 2020. MNCPA was successfully transitioned by benel to a cloud-based system in the middle of......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline

Fintech News Desk
by Fintech News Desk0
Riskalyze announced general availability for four major enhancements to its product lineup in light of the rapidly approaching June 30 effective date of the SEC’s Regulation Best Interest. The new lineup of compliance-optimized features include: Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
New TrustArc Survey Data Shows Nearly One-Third of Organizations Are Just Starting CCPA Planning
Fintech News Risk Management

New TrustArc Survey Data Shows Nearly One-Third of Organizations Are Just Starting CCPA Planning

Fintech News Desk
by Fintech News Desk0
COVID-19 Pandemic, New Technologies Have Companies Rethinking Their Approach to Privacy TrustArc, the leader in privacy compliance and risk management, announced the results of its “Global Privacy Benchmark” survey on how organizations are protecting and leveraging data, their most valuable asset. One of the most extensive surveys ever conducted on......
Pagaya Announces $102 Million Series D Funding Round
Artificial Intelligence Capital Markets Fintech Fintech Funding Investment Services News

Pagaya Announces $102 Million Series D Funding Round

Fintech News Desk
by Fintech News Desk0
Forever-changing asset management, Pagaya sets a new standard with its technology Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management and institutional investment,  announced a $102 million Series D funding round led by a prominent strategic financial institution. Aflac Global Ventures (the venture capital holding......
Upgrade Closes $40 Million Series D Round Led by Santander InnoVentures
Banking Capital Markets Fintech Investment Services News

Upgrade Closes $40 Million Series D Round Led by Santander InnoVentures

Fintech News Desk
by Fintech News Desk0
Global Bank Joins Leading Fintech Investors Backing Credit-led Neobank Model Upgrade, a neobank that offers affordable and responsible credit to mainstream consumers, announced it received a $40 million investment as part of its Series D round led by Santander InnoVentures, the venture capital fund of Santander Group, one of the world’s......
Komainu Emerges to Address Financial and Security Challenges for Digital Asset Institutional Investors
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Komainu Emerges to Address Financial and Security Challenges for Digital Asset Institutional Investors

Fintech News Desk
by Fintech News Desk0
Secure and compliant digital asset custodian for institutions debuts, announces executive team Global investment bank Nomura, digital asset security company Ledger, and pioneer digital asset investment house CoinShares, share further details of Komainu, a digital asset custody business for institutional investors. Komainu is the first hybrid institutional-grade custodian for institutional investors......
Addepar Appoints Ruchir Swarup as Chief Technology Officer
Fintech News

Addepar Appoints Ruchir Swarup as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Former BlackRock executive brings more than 20 years of global experience to head up technology at Addepar Addepar, a leading technology platform for wealth management, announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the world’s largest......
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