Search Results for: Wealth Management industry

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......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech Investment Services News

iCapital Network Leverages U.S. Success to Accelerate International Growth

Fintech News Desk
by Fintech News Desk0
iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced a series of milestones in its expansion into the European and Asian markets. On the heels of high-profile client acquisitions and rapid organic asset growth within the U.S.......
Amit Aghara Joins Fintech as Chief Technology Officer
Fintech News

Amit Aghara Joins Fintech as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Financial Information Technologies, LLC (Fintech), the leading business solutions provider for the beverage alcohol industry, announced that Amit Aghara has been appointed to the position of Chief Technology Officer (CTO). Mr. Aghara brings to Fintech robust expertise as a leader in the technology and software sectors, having strategically positioned several new......
Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience
Business Fintech News

Altruist Joins Forces with Apex Clearing to Offer Advisors Frictionless Investing Experience

Fintech News Desk
by Fintech News Desk0
Easily accessible and cost-efficient investment technology solutions to make investing fair for everyone Altruist, the first fully integrated digital brokerage platform, today announced a new partnership with Apex Clearing, the custody and clearing engine powering the future of wealth management, to provide independent financial advisors and their clients with a......
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
Business Fintech News

CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth

Fintech News Desk
by Fintech News Desk0
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O’Brien and Claudine Martin to its management team. The expansion of the team represents CircleBlack’s tremendous growth in support of RIAs and a focus on delivering the technology they......
Mercury Derivatives Trading Selects Eventus Systems for Trade Surveillance
Fintech News Risk Management Trading

Mercury Derivatives Trading Selects Eventus Systems for Trade Surveillance

Fintech News Desk
by Fintech News Desk0
Global Futures Proprietary Trading Firm Deploys Validus Platform Eventus Systems, Inc., a multi-award winning global trade surveillance and risk management software platform provider, today announced that Mercury Derivatives Trading, a global futures proprietary trading firm with more than 500 traders operating in markets on six continents, has deployed Eventus’ Validus......
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......
Intelligent Spend Solutions from SAP to Support IDP Education's Growth
Fintech News

SAP.iO Foundry Singapore Launches FinTech and COVID-19 Recovery Acceleration Program

Fintech News Desk
by Fintech News Desk0
SAP SE (NYSE: SAP) today kicked off the SAP.iO Foundry Singapore Fall 2020 acceleration program focused on COVID-19 recovery, FinTech and spend management. The selected business-to-business startups will help SAP’s customers extend the value of their investments in SAP Concur solutions for travel and expense management. Read More: Liquidnet Launches Its New Investment Analytics Business and......
Razorpay Raises $100Mn in Series D from GIC, Sequoia Capital India and Existing Investors; Gains Unicorn Status
Business Fintech Fintech Funding Investment Services Mobile Banking News

Razorpay Raises $100Mn in Series D from GIC, Sequoia Capital India and Existing Investors; Gains Unicorn Status

Fintech News Desk
by Fintech News Desk0
Ribbit Capital, Tiger Global, Y Combinator and Matrix Partners join the investor army Aims to scale up RazorpayX, neobanking platform – targets 200% growth by FY’21 The company will power payments and banking for 50 Million Businesses by 2025 Witnessing a 300% growth in its business during the last six......
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