Search Results for: client

Launch of Follow-On Preferred Equity Offering for World’s First Tax-Exempt Global Digital Bank
Fintech Investment Services Mobile Banking News

Launch of Follow-On Preferred Equity Offering for World’s First Tax-Exempt Global Digital Bank

Fintech News Desk
US Capital Global Securities LLC, an affiliate of US Capital Global, is offering to eligible investors an investment opportunity of up to $5 million in EQITrade Limited (“EQITrade”). Following on from US Capital Global Securities’ convertible note offering for EQITrade earlier this year, EQITrade is now seeking $5 million in Series......
XP Inc. Acquires Stake in Fintech Antecipa Entering the Receivables Financing Market
Business Fintech News

XP Inc. Acquires Stake in Fintech Antecipa Entering the Receivables Financing Market

Fintech News Desk
XP, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced the acquisition of a majority stake in Antecipa. Created as a digital platform for the financing of receivables, Antecipa’s central objective is to offer an efficient alternative for companies to optimize cash......
360 Finance Selected for the 2020 CB Insights China Fintech 50 List
Artificial Intelligence Fintech News

360 Finance Selected for the 2020 CB Insights China Fintech 50 List

Fintech News Desk
360 Finance, a leading digital consumer finance platform, announced that it has been selected for the 2020 CB Insights China Fintech 50 List (the “List”). The List was released during the Future of Fintech China, a summit of China’s major financial institutions, promising fintech startups and active venture investors organized......
Financial Gravity Rolls Out The Real Risk Meter™
Business Fintech News Risk Management

Financial Gravity Rolls Out The Real Risk Meter™

Fintech News Desk
Financial Gravity Companies Inc. in partnership with Applied Behavior Finance, Inc. (ABF), releases The Real Risk MeterTM, a new SaaS based tool for advisors in the wealth management industry that challenges Riskalyze, Finametrica, and other risk analysis tools. www.realriskmeter.com Dr. William Nelson, Co-Founder of ABF, acknowledged, “We know we’re taking on an 800-pound......
Focus On Financial Services: Praxent Pivots To Leverage 20 Years' Experience
Fintech InsurTech News

Focus On Financial Services: Praxent Pivots To Leverage 20 Years’ Experience

Fintech News Desk
The Austin-based software modernization expert is purpose-built to help financial services brands win Praxent celebrates 20 years in custom software development with new leadership roles and new strategic specialization. Calling all financial services brands — from wealth management to lending, insurance, and real estate — Praxent is the software modernization......
Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services
Fintech News

Advisor Group and Securities America Welcome Oregon Community Credit Union Investment Services

Fintech News Desk
Investment Services Team with $340 Million in Client Assets Partners with Securities America Financial Institutions Division Advisor Group, the nation’s largest network of independent wealth management firms, and Securities America welcomed Oregon Community Credit Union (OCCU) to the Securities America Financial Institutions platform. The financial institution’s Investment Services team includes......
Sapiens Partners With Quadient to Enhance Digital Engagement and Experience Across Products
Business Fintech InsurTech News

Sapiens Partners With Quadient to Enhance Digital Engagement and Experience Across Products

Fintech News Desk
Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced it has entered into an agreement to partner with Quadient, a facilitator of exceptional customer experiences. This strategic partnership will bring enhanced omni-channel distribution capabilities to Sapiens solutions and enable insurers’ business users to maintain complex......
Global CFO Survey: CFOs Look to Build “Future Ready” Organizations in the Wake of COVID-19
Artificial Intelligence Business Fintech News

WNS Named a ‘Leader’ by NelsonHall for Life, Annuities and Pensions BPS

Fintech News Desk
WNS (Holdings) Limited, a leading provider of global Business Process Management (BPM) services, announced that it has been named a ‘Leader’ in NelsonHall’s 2020 NEAT evaluation for Life, Annuities and Pensions Business Process Services (BPS). Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member......
Skilling Launches MT4
Fintech News Trading

Skilling Launches MT4

Fintech News Desk
Forex and CFD online trading platform Skilling reached another significant milestone this year with the integration and launch of trading platform MetaTrader 4 (MT4). Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor Forex and CFD online trading platform Skilling reached another significant milestone this......
smartTrade Awarded for the Second Consecutive Year Best Buy-Side EMS at TradingTech Insight USA Awards 2020
Fintech News Trading

smartTrade Awarded for the Second Consecutive Year Best Buy-Side EMS at TradingTech Insight USA Awards 2020

Fintech News Desk
smartTrade Technologies, a pioneer in multi-asset electronic trading solutions, announces today that its EMS was awarded Best Buy-Side Execution Management System (EMS) during Virtual TradingTech Insight North America Awards. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities .@smarttrade_tech announces today that it has been......
1