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FinMason Reaches “20 Million Portfolios Analyzed” Milestone

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios for clients since launching its analytics API service in 2017. In the past 12 months, FinMason has doubled the number of portfolios analyzed by......
Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards
Fintech News

Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards

Fintech News Desk
by Fintech News Desk0
Firm recognized for collaboration with SoFi, which resulted in a significant spike in engagement on new SoFi Invest platform Xignite, Inc., a provider of market data distribution and management solutions for financial services and technology companies, today announced it won the Best Real-Time Market Data Initiative at the Inside Market Data......
SS&C's Black Diamond Wealth Platform Launches Command Center for Investment Advisors
Fintech Investment Services News Risk Management

SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors

Fintech News Desk
by Fintech News Desk0
The Client View application centralizes all client-focused workflows in one place SS&C Technologies Holdings announced the launch of Client View, a new application within SS&C Black Diamond Wealth Platform. The application brings together all of the platform’s client-focused tools in an informational, interconnected, and actionable “command center” to help advisors manage......
William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
by Fintech News Desk0
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
KPMG Launches "Elevate" to Help Companies Enhance Performance, Realize Savings and Build New Capabilities
Fintech Fintech Funding Investment Services News

VC Investment in Fintech Remains Robust as M&A Activity Stalls: KPMG Pulse of Fintech

Fintech News Desk
by Fintech News Desk0
While overall global fintech funding fell during the first half of 2020, with US$25.6 billion of investment globally across 1,221 deals, corporate deals are driving continued strength in VC activity, according to the Pulse of Fintech H1’20, a bi-annual report on global fintech investment trends from KPMG International. Read More: OpenUnit Raises $150,000 Pre-Seed......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Banking Fintech News

Bankia Accelerates Democratization of Wealth Management With Avaloq

Fintech News Desk
by Fintech News Desk0
Bankia, the fourth largest financial institution in Spain, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client. Read More: COVID-19 and Automation are Changing Finance......
Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde
Fintech News

Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde

Fintech News Desk
by Fintech News Desk0
Rothschild Joins as President & Valverde Joins as GM to Maximize Apex Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management Apex Clearing, a PEAK6 company and the custody and clearing engine powering the future of wealth management, announced the addition of two financial services and......
Fintech Investment Services News Trading

Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
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