Search Results for: digital investment platform

Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Investment Services News

Investment Metrics Announces Plan Universe on Market Insights, a New Standard for Institutional Plan Performance Benchmarking, Research, and Analysis

Fintech News Desk
by Fintech News Desk0
The Next Generation of Plan Universe with Expanded Capabilities, Offering Exceptional Insights into Institutional Investment Performance Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment market, today announced the next generation of Plan Universe on its Market Insights platform. The new analysis and......
Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing
Business Fintech News

Billtrust Order-to-Cash Platform Integrates Automated Tax-Exemption Certificate Management Solution, Eliminating Manual Processing

Fintech News Desk
by Fintech News Desk0
Avalara’s CertCapture Software Integrates with Billtrust to Securely Process, Collect, Validate, Store and Renew Compliance Documents When a transaction occurs, businesses are required to either calculate and collect sales tax or, if the purchase is tax exempt, collect and validate the buyer’s exemption status. With many suppliers selling to tax-exempt......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Currency Exchange Fintech News Trading

DBS Vickers Powers Ahead With Digitalisation Plans as Asia’s Leading Trading House

Fintech News Desk
by Fintech News Desk0
DBS Vickers (DBSV), the brokerage arm of DBS Bank, continues to advance its ambition to become Asia’s leading digital trading house for funds, equities and structured notes with plans to double regional trading volume across its retail and institutional segments by 2025. Read More: GlobalFintechSeries Interview with Anand Kumar Bajaj,......
Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding
Fintech Fintech Funding News

Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding

Fintech News Desk
by Fintech News Desk0
habito, the UK’s digital mortgage broker, has raised £5.5m in Series A funding led by Silicon Valley-based Ribbit Capital, with participation from existing investor Mosaic Ventures. Habito plans to use the new investment to accelerate its rapid growth, enhance the technology behind its award-winning service and transform the outdated mortgage......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives
Business Fintech Investment Services News

PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives

Fintech News Desk
by Fintech News Desk0
Trillion-dollar asset manager will integrate iCapital Network technology to power seamless alts experience for HNW advisor channel  PGIM Investments, the retail distribution arm of PGIM, Inc., the $1.4 trillion global investment management business of Prudential Financial, Inc. (PFI), and iCapital Network1, the leading financial technology platform driving access and efficiency in alternative......
Sub-K launches SARTHI, a Digital Finance Platform That Provides Financial Services to India’s Underbanked
Fintech Investment Services News

Sub-K launches SARTHI, a Digital Finance Platform That Provides Financial Services to India’s Underbanked

Fintech News Desk
by Fintech News Desk0
Launched in conjunction with Sub-K 10th anniversary, SARTHI platform furthers Sub-K’s legacy in financial inclusion, offering access, choice, and convenience to underserved consumers and MSMEs Sub-K IMPACT Solutions Ltd. (formerly known as BASIX Sub-K iTransactions Limited), India’s leading fintech company focused on financial inclusion, announced the launch of a new......
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