Search Results for: Robo Advisors

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech
Fintech News

HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech

Fintech News Desk
by Fintech News Desk0
In the fintech arms race underway among asset managers, HiddenLevers, a leading tech platform in the space, announced new AM-centric workflows that turn the model construction process into an advisor-facing client experience. “Fresh off a year of pandemic-era workshopping, we are helping asset managers reimagine their front office,” said Raj......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Covr-Financial-Technologies-and-The-Financial-Architects-Partners_-LLC-Launch-Digital-Partnership-for-Advanced-Insurance-Design-for-Financial-Institutions
Business Fintech News

Covr Financial Technologies and The Financial Architects Partners, LLC Launch Digital Partnership for Advanced Insurance Design for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies (Covr) and The Financial Architect Partners, LLC (FinArch) announced today they have formed a partnership to bring a holistic, technology-driven solution to financial institutions for life insurance.  This new platform offers a single solution for financial institutions – including wealth planning groups, wirehouses, independent broker-dealers, banks, credit unions, RIA......
Betterment-Appoints-Sarah-Kirshbaum-Levy-as-New-Chief-Executive-Officer
Business Fintech News

Betterment Appoints Sarah Kirshbaum Levy As New Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Betterment, an online financial services company, today announced that it welcomes Sarah Kirshbaum Levy as its new Chief Executive Officer. Levy most recently served as Viacom Media Networks’ Chief Operating Officer and has been an Operating Advisor at Betterment for the last several months. Stein, the founder of Betterment, will remain Chairman......
The Top Features of Open Banking and Top Open Banking Platforms From Around the World
Banking Featured Fintech Investment Services

Diving into a Few Open Banking Platforms that are Making Waves Around the World

Paroma Sen
by Paroma Sen0
Open banking and open banking APIs are changing the world of fintech  The landscape of financial services have been disrupted by the FinTech industry. Traditional banks, in order to gain a competitive advantage and retain their customers for the long term have to embrace the digital technologies and solutions. The......
Venminder
Fintech Investment Services News

Interactive Brokers Launches Innovative Sustainable Investing Tool

Fintech News Desk
by Fintech News Desk0
First Major Broker to Allow Investors to Easily Align their Portfolio with their Values Interactive Brokers Group (Nasdaq: IBKR), a global brokerage firm, today unveiled an innovative, interactive Impact Dashboard designed to help clients evaluate and invest in companies that align with their values. The dashboard, which is free for all clients to......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Economy Fintech Fintech Funding Fintech Radar Fintech Startups Investment Services News

10 Startups Selected for Accenture’s 2020 FinTech Innovation Lab Asia-Pacific

Fintech News Desk
by Fintech News Desk0
Accenture and 19 leading financial services firms to mentor financial technology entrepreneurs in seventh annual program   Ten leading fintech companies have been selected for the seventh annual FinTech Innovation Lab Asia-Pacific, a mentorship program created by Accenture (NYSE: ACN) that helps startups fine-tune their business plans and solutions by pairing......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech Funding Fintech Startups News

Germany-based QUIN Launches An Investment Advisor And Raises €1M

Fintech News Desk
by Fintech News Desk0
QUIN, an investment advisory service, raised €1M in seed funding to provide a non-custodian platform empowering people to invest safely and rationally. The round is led by sino AG, other investors include Runa Capital, APX and a number of angel investors. QUIN provides people willing to invest in the long-term......
Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments
Fintech Investment Services News

Andreesen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments

Fintech News Desk
by Fintech News Desk0
Using advanced data science and registered investment advisors, OpenInvest brings measurement and reporting to the $30 trillion global ESG investment market OpenInvest, the leading values-based financial services company, today unveils a new way for registered investment advisors (RIAs) to give investors unparalleled insight into the impact of their investments. OpenInvest’s......
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