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Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services
Fintech InsurTech News Risk Management

Milliman Wins Three InsuranceERM Americas Awards for Its Insurtech Products and Risk Consulting Services

Fintech News Desk
Milliman consultants win “Risk Team of the Year,” while insurtech product Nodal is named “Analytics Solution of the Year” and Milliman’s Arius Enterprise wins “Cloud Technology of the Year” Milliman, Inc., a premier global consulting and actuarial firm, is pleased to announce that the firm has won three 2020 InsuranceERM......
OWL Analytics Partners with FinMason to Deliver ESG Ratings
Business Fintech Investment Services News

OWL Analytics Partners with FinMason to Deliver ESG Ratings

Fintech News Desk
OWL Analytics, an alternative data company that focuses on environmental, social, and governance (ESG) research, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: GlobalFintechSeries......
+SUBSCRIBE Launches New Technology Platform for Alternative Investments and Electronic Subscription Documents
Fintech Investment Services News

+SUBSCRIBE Launches New Technology Platform for Alternative Investments and Electronic Subscription Documents

Fintech News Desk
+SUBSCRIBE is excited to announce its new technology platform for alternative investments. Concurrent with the launch, SAF Platform will rebrand as +SUBSCRIBE and has unveiled a new website. +SUBSCRIBE’s® enterprise software solution allows allocators, sponsors, and service providers to digitize their investment workflows and deploy industry leading electronic subscription document technology across......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Roostify Engages Factual Data to Provide Access to Consumer Credit in Mobile or Desktop Environment
Fintech Mobile Banking News

Roostify Engages Factual Data to Provide Access to Consumer Credit in Mobile or Desktop Environment

Fintech News Desk
The nation’s most trusted digital lending platform, Roostify, announced a new relationship with Factual Data as part of an expansion that will allow loan officers to run borrower credit and view findings within the Roostify platform. Loan officers will now be able to make credit and product decisions earlier in the......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Fintech News

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Fintech News Desk
Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO. Read More: Fintech Europe Selects Ten Startups......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
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