Search Results for: Portfolio Management

TOGGLE AI Introduces Direct Trading Integration in Partnership With Interactive Brokers
News Trading

TOGGLE AI Introduces Direct Trading Integration in Partnership With Interactive Brokers

Fintech News Desk
by Fintech News Desk0
As a part of TOGGLE’s expanding suite of financial tools and services, TOGGLE AI announced users are now able to execute Interactive Brokers trades directly on the TOGGLE platform TOGGLE AI, the intelligent investing dashboard, introduced its first direct trading integration in partnership with Interactive Brokers. “Interactive Brokers is always eager......
FINBOA Releases Treasury Onboarding Software for Financial Institutions
Fintech News

FINBOA Releases Treasury Onboarding Software for Financial Institutions

Fintech News Desk
by Fintech News Desk0
New SaaS solution digitizes and modernizes Treasury services to enable growth FINBOA,., a leading innovator in intelligent process automation software for financial institutions, announced the release of its Treasury Onboarding SaaS solution.  This software modernizes and digitizes the commercial and treasury services application process in addition to maintenance, annual review......
Bulletproof Recognized With Microsoft Verified Managed XDR Solution Status
Cloud News Security

Bulletproof Recognized With Microsoft Verified Managed XDR Solution Status

Fintech News Desk
by Fintech News Desk0
Bulletproof, a GLI company, and Microsoft’s global 2021 Security Partner of the year, announced it has achieved Microsoft-verified Managed Extended Detection and Response (MXDR) solution status. By achieving this status, Bulletproof has proven its robust MXDR services, including a Security Operation Center (SOC) with 24/7/365 proactive hunting, monitoring, and response capabilities,......
The Real Brokerage Completes Acquisition of LemonBrew Lending
Lending News

The Real Brokerage Completes Acquisition of LemonBrew Lending

Fintech News Desk
by Fintech News Desk0
Tech-enabled home loan platform advances Real’s mission to offer a seamless end-to-end home buying experience The Real Brokerage  (“Real” or the “Company”) the fastest growing publicly traded real estate brokerage, announced it has successfully completed its acquisition of LemonBrew Lending Corp. (“LemonBrew Lending”), a tech-enabled home loan platform. Latest Fintech......
Grayscale DeFi Fund Now Trading on OTC Markets
DeFi News

Grayscale DeFi Fund Now Trading on OTC Markets

Fintech News Desk
by Fintech News Desk0
Investors can now access diversified exposure to the DeFi ecosystem through a single, publicly-quoted investment vehicle Grayscale Investments, the world’s largest digital currency asset manager, announced that Grayscale® Decentralized Finance Fund (DeFi Fund) has begun trading on OTC Markets under the symbol: DEFG. Grayscale now offers 15 digital currency investment......
Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates
B2B Fintech News

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates

Fintech News Desk
by Fintech News Desk0
Round led by BNP Paribas, Europe’s leading financial institution Save, a fintech company that helps clients earn higher yields on their spending and savings, announces the successful closure of a funding round led by BNP Paribas, Europe’s leading financial institution. Joining BNP Paribas in the round is Webster Bank, a leading commercial bank in the Northeast who......
CrossCountry Consulting Recapitalized by Investcorp
Finance Investment Services News

CrossCountry Consulting Recapitalized by Investcorp

Fintech News Desk
by Fintech News Desk0
RLH Equity Partners is pleased to announce that Investcorp, a global alternative investment firm, and Public Sector Pension Investment Board have acquired a majority ownership position in RLH’s portfolio company, CrossCountry Consulting from RLH and CrossCountry management. RLH reinvested in the recapitalization transaction, reflecting our confidence in the Company’s outstanding management team and......
Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors' Needs
Fintech News

Wealthcare Partners With Four Industry-Leading Platforms to Help Advisors Meet Investors’ Needs

Fintech News Desk
by Fintech News Desk0
Wealthcare Capital Management LLC, a technology-enabled, full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, announced their partnerships with industry-leading platforms Tifin Clout, Healthpilot, RetireOne, and OneTrust to provide their advisors with the most robust service offering in the wealth management space. As investors’ demand for more holistic financial services......
Finance Investments News

Newtek Secures Approximately $300 Million In Debt Financing To Further Its Growth And Objectives For 2023

Fintech News Desk
by Fintech News Desk0
Newtek Business Services Corp. announced that its new joint venture, Newtek-TSO II Conventional Credit Partners, LP, has closed a $150 million leverage facility from a well-known investment bank to be used to fund the acquisition of non-conforming conventional loans made to middle-market companies as well as small businesses. In addition, Newtek’s......
Digital Asset Management News

Tetra Trust announces partnership with MeetAmi Innovations To Deliver Turnkey Solution For Digital Asset Investing To Wealth Managers

Fintech News Desk
by Fintech News Desk0
Tetra Trust Company (“Tetra Trust”) and MeetAmi Innovations Inc. (“MeetAmi”) announced a partnership to offer a turnkey solution to Canada’s wealth management market, offering the ability to invest in Digital Assets and hold the asset base with a qualified Canadian custodian. The collaboration delivers Canada’s only regulated and compliant Digital......
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