Search Results for: digital investment platform

Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech Investment Services News

Vestmark Named to Second Annual WealthTech100 Listing

Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities
Business Fintech Investment Services News Trading

Winvesta Taps DriveWealth to Offer Indian Investors Access to U.S. Securities

DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced a partnership with Winvesta Ltd, a newly launched UK-based global investment platform with operations in India and the U.S. Employing DriveWealth’s proven technology, Winvesta is now offering U.S. stock market access via a mobile app to investors across India, enabling them to......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity
Fintech Investment Services News

Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity

Proxymity, the digital investor communications platform developed within Citi’s Institutional Clients Group, announced that it has raised $20.5 million in a strategic round of investment and will form its own entity via a global, industry-led consortium. The consortium brings together the leading global and direct custodians and the leading issuer agents......
Sylo Announces Top-Tier Exchange Listing for SYLO Token
Cryptocurrency Fintech News Trading

Sylo Announces Top-Tier Exchange Listing for SYLO Token

Global software development house Sylo announced the listing of their SYLO cryptocurrency token on major global exchange KuCoin. The SYLO token is available for public trading on the KuCoin platform effective immediately. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The release of the SYLO token has been a......
AI-Powered Trading Platform Tickeron Releases New Swing Trading AI Robots
Artificial Intelligence Fintech News Risk Management Trading

Tickeron Introduces Diversification Score To Revolutionize Portfolio Analysis And Risk Management

Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, announces its Diversification Score tool, providing investors with valuable portfolio diversification insight generated by artificial intelligence analysis. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Founded by Sergey Savastiouk, the company’s......
Featured Fintech InsurTech Mobile Banking

Ever Wondered How FinTech Is Changing Everyday Life?

Paroma Sen
Fintech has evolved and how over the last few years. The various financial technologies on offer and the growing number of companies and services that are now using innovative fintech apps and platforms to either help manage their own finances or provide a better quality of financial services to other......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Capital Markets Fintech News

ACCA Selects Confirmit as Partner for Global Customer Insights

Industry body will focus on customer experience to boost membership Confirmit has announced that ACCA (the Association of Chartered Certified Accountants), the global body for professional accountants, will harness the Confirmit Horizons platform to run its program of research activity and to understand and improve the experience for its members and future members at......
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