Search Results for: digital platforms
OWL Analytics Partners with FinMason to Deliver ESG Ratings
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......
Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer
S3 Partners (S3) announced that Palak Patel, a seasoned Capital Markets & FinTech Executive with more than 15 years of experience in areas of business and product management, has joined the Company as Chief Revenue Officer. In this newly-created role, Patel will oversee Global Enterprise and Platform Business Development for......
Cedar Accelerates Growth With $102M in Series C Funding Led by Andreessen Horowitz and New Innovation Partnership With Novant Health
Patient engagement and financial technology leader Cedar announced it has closed more than $102M in Series C funding, led by venture capital firm Andreessen Horowitz. The deal includes $77M in venture capital and $25M from JP Morgan in venture debt. The company also announced it has partnered with Novant Health, a leading North Carolina-based healthcare system,......
SS&C Technologies Powers Mid Atlantic Capital’s FINRA CAT Reporting
SS&C Technologies Holdings, announced that Mid Atlantic Capital Group has chosen SS&C to automate its FINRA Consolidated Audit Trail (CAT) reporting obligations. The Securities and Exchange Commission will require all broker-dealers to report equities and options transaction data to FINRA CAT at the end of the month. Read More: Abrigo Adds......
Despite External Industry Threats, Few Wealth Managers Plan to Change Their Business Models, Accenture-Orbium Report Finds
Despite growing external threats to wealth managers’ businesses, including losses from intergenerational wealth transfers, nearly four in five wealth managers (78%) in Europe and Asia don’t plan significant changes to their traditional business models, according to a new report from Accenture and Orbium, part of Accenture Wealth Management. Read More:......
IPC to Leverage OpenFin OS to Build Voice App Store for its 110,000+ Global User Community
IPC, a leading global provider of secure, compliant communications and networking solutions for the global financial markets, announced a strategic partnership with OpenFin, the operating system for the financial community. Through IPC’s “App Store” environment, traders and other regulated users will be able to: Read More:Â Simple Announces Launch of Tax......
Citi Enhances FX Execution for Investor Clients with Order Scheduling
Citi announced the enhancement of its single-dealer foreign exchange platform, CitiFX Pulse, with new functionality that provides investor clients with the flexibility to stage orders directly from their own execution management system for automatic local market execution at a specified time. Previously, clients could only send FX orders manually to......
6th CoinGeek Conference Comes to New York – with Special Guest Star; London
The ever-growing series of blockchain conferences hosted by CoinGeek is coming to  New York (October) for a unique hybrid live & livestream experience. The last CoinGeek Conference in London (Feb 2020) saw over 1,000 attendees and a live stream seen by over 30,000 viewers. For obvious reasons the in-person attendee numbers will be limited......