Search Results for: Wealth Advisory

James Donahue Joins BankMobile as Chief Digital Officer
Banking Fintech Mobile Banking News

James Donahue Joins BankMobile as Chief Digital Officer

Fintech News Desk
by Fintech News Desk0
Technology Innovator to Oversee Leading Mobile-First Bank’s Digital Initiatives  BankMobile, a division of Customers Bank, and among America’s largest mobile-first banks, has named James Donahue Chief Digital Officer. In his new role, Donahue will oversee all of BankMobile’s technology optimization strategies and digital initiatives. Read More: American Express Elects Charles......
LPL Acquires Fintech Firm Blaze Portfolio
Business Fintech News

LPL Acquires Fintech Firm Blaze Portfolio

Fintech News Desk
by Fintech News Desk0
Blaze Portfolio’s innovative trading and portfolio rebalancing software will be integrated into LPL’s core technology platform, delivering a sophisticated solution to help drive efficiency and scale in advisors’ practices LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer LPL Financial LLC,......
Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning
Fintech News

Corvee Releases First-of-its-Kind Software for Proactive and Strategic Tax Planning

Fintech News Desk
by Fintech News Desk0
Corvee Tax Planning software gives accounting firms and tax professionals the ability to formulate a tax savings calculation and plan in minutes using machine learning and automation Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its Tax Planning software to give......
S&T Bank Enhances Consumer Banking With New Leadership
Banking Fintech News

S&T Bank Enhances Consumer Banking With New Leadership

Fintech News Desk
by Fintech News Desk0
S&T Bank announced the appointment of Jason Forman as the executive vice president, director of consumer banking. S&T Bank is a full-service financial institution with assets of $9.2 billion and current operations in five markets including Western Pennsylvania, Eastern Pennsylvania, Northeast Ohio, Central Ohio, and Upstate New York. Read More: SBLI Increases Coverage to $750K for All......
Fintech and Automated Loss Mitigation Provider, Constant, Recipient of 2020 AI TechAward
Artificial Intelligence Fintech News

Fintech and Automated Loss Mitigation Provider, Constant, Recipient of 2020 AI TechAward

Fintech News Desk
by Fintech News Desk0
Fintech and automated loss mitigation provider Constant is pleased to announce it is the recipient of a 2020 AI TechAward. The annual AI Tech Awards celebrate technical innovation, adoption and reception in the AI, Machine Learning & Data Science industry and by the developer community. Read More: ABN AMRO wins Best Overall European Private......
Deutsche Bank Revamps Operations Platform for its Business Clients
Banking Fintech News

Deutsche Bank Revamps Operations Platform for its Business Clients

Fintech News Desk
by Fintech News Desk0
A single management, one platform, three brands – Stefan Bender: “We provide a home for all business clients.” The Deutsche Bank, Postbank and FYRST brands will remain present in the market Market shares will be redistributed going forward: the bank considers itself well placed to compete Deutsche Bank is revamping......
Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Business Fintech News

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement

Fintech News Desk
by Fintech News Desk0
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its Artificial Intelligence-Enabled Asset Management Platform to High Net Worth Investors and Family Offices
Artificial Intelligence Fintech Fintech Funding News Risk Management

AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its Artificial Intelligence-Enabled Asset Management Platform to High Net Worth Investors and Family Offices

Fintech News Desk
by Fintech News Desk0
AlphaTrAI, a venture-backed, technology driven asset management firm, announced the launch of its first external fund. Designed for high net worth investors and family offices, this systematic fund uses a proprietary suite of machine-learning models that dynamically adjust their market exposure based on their forecasts of risk and return. These......
Meridian Bank Selects ProcessUnity to Streamline Vendor Risk Management
Fintech News Risk Management

Meridian Bank Selects ProcessUnity to Streamline Vendor Risk Management

Fintech News Desk
by Fintech News Desk0
Automated Workflows, Assessments and Processes Modernize Third-Party Risk Management ProcessUnity, a leading provider of cloud-based applications for risk and compliance management, today announced that Meridian Bank has selected ProcessUnity Vendor Risk Management to automate and streamline their Third-Party Risk Management program. Read More: Oracle and SWIFT Deliver Fast, Frictionless Cross-Border Payments for Small and......
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
Fintech News

Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms

Fintech News Desk
by Fintech News Desk0
Previously known as AccountingTax.com, the company has rebranded to bring all of its products and services under one all-encompassing new name Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its new brand. Formerly AccountingTax.com, the company has rebranded to bring all......
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