Search Results for: develop enhancements

LOGICLY Analytics Platform Adds Mutual Fund Support and Portfolio Reporting for Financial Advisors
Business Fintech News

LOGICLY Analytics Platform Adds Mutual Fund Support and Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Logicly, the leading ETF portfolio analytics platform for financial advisors developed by ETFLogic, has announced a significant addition to the platform with full support for mutual funds and single stocks. The team at ETFLogic has also added additional reporting capabilities to help advisors improve communication with clients about their investments.......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality

Fintech News Desk
by Fintech News Desk0
Companies collaborate to offer advisors greater flexibility and customization to meet clients’ investment objectives and risk profile Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced that Raymond James Asset Management Services, a division of Raymond James Financial, Inc., will utilize Tegra118’s technology......
Sterling Trading Tech Enhances Risk Calculations for Its Real-Time Risk & Margin Engine
Fintech News Risk Management Trading

Sterling Trading Tech Enhances Risk Calculations for Its Real-Time Risk & Margin Engine

Fintech News Desk
by Fintech News Desk0
Sterling Trading Tech (STT), a leader in compliance, risk and infrastructure solutions for equity, options and futures trading, announces enhancements for its cloud-based risk & margin engine. “Many enhancements are developed to solve specific client needs that are not currently being met in the marketplace” STT’s Sterling Risk Engine (SRE)......
Earls Restaurants Signs Deal with XTM for Today™ Mobile App and Mastercard for Instant Employee Payouts
Business Fintech Mobile Banking News

XTM Completes its 2.0 Fintech Platform

Fintech News Desk
by Fintech News Desk0
XTM, Inc. (“XTM” or the “Company”) (CSE: PAID) (FSE: 7XT), a Toronto-based Fintech company in the neo banking space, providing mobile banking and payment solutions around the world is pleased to announce the completion of its 2.0 Fintech Platform after a year of development.  The enhanced platform and mobile app have every feature......
Deutsche Bank and Google Cloud Sign Pioneering Cloud and Innovation Partnership
Artificial Intelligence Banking Business Fintech News

Deutsche Bank and Google Cloud Sign Pioneering Cloud and Innovation Partnership

Fintech News Desk
by Fintech News Desk0
− Deutsche Bank and Google Cloud to co-innovate the next generation of cloud-based financial services − The bank’s move to the cloud will improve resilience, deliver new capabilities to market quicker and reduce cost over time − Co-innovation use cases already being explored include new lending products, one retail bank......
Ally Tops One Million Buckets, Helping Customers Reach Savings Goals Faster
Banking Fintech News

Ally Tops One Million Buckets, Helping Customers Reach Savings Goals Faster

Fintech News Desk
by Fintech News Desk0
From ‘Wedding Gown’ to ‘Nursing School,’ digital Buckets help people stay focused on the things that matter most to them When people personalize their savings goals by naming them, they save more, according to customer data from Ally Bank, the largest U.S. online bank and a division of Ally Financial. Since......
SafeSend Announces Release of New Client Experience User Interface
Business Fintech News

SafeSend Announces Release of New Client Experience User Interface

Fintech News Desk
by Fintech News Desk0
SafeSend has released a redesigned and even more intuitive client experience user interface (UI), for firm clients receiving completed tax returns on the SafeSend Returns platform. SafeSend has released a redesigned and even more intuitive client experience user interface (UI), for firm clients receiving completed tax returns on the SafeSend Returns platform.......
AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Fintech Mobile Banking News

Huntington to Upgrade Entire ATM Network With Industry-Leading Software

Fintech News Desk
by Fintech News Desk0
Huntington, today announced it is upgrading the software of its entire ATM network and replacing 400 machines by year-end. The upgraded ATMs will run on state-of-the-art Hyosung MoniPlus2S software, which delivers faster transactions and improved security for customers. The newly equipped Hyosung ATMs also will allow customers to choose bills......
GlobalFintechSeries Interview with Arad Levertov, Founder & CEO at Sunbit
Artificial Intelligence Business Fintech Interviews

Global Fintech Interview with Arad Levertov, Founder & CEO at Sunbit

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase!...
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