Search Results for: investment development

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.......
Bookkeeper360 Launches App That Integrates with Xero to Provide Real-Time Business Insights
Business Fintech News

Bookkeeper360, Fintech Industry Leader, Named Best Place to Work by Inc. Magazine

Bookkeeper360 has been named to Inc. magazine’s annual list of the Best Workplaces for 2020 making this their fourth award with Inc. since being founded in 2012. Included on this list are American companies that have created exceptional workplaces through vibrant cultures, deep employee engagement, and quality benefits. Bookkeeper360’s headquarters is located in Long Island, Woodbury, NY.......
Global Financial Technology Platform Nium Closes Latest Funding Round
Fintech Fintech Funding News

Global Financial Technology Platform Nium Closes Latest Funding Round

New investors include Visa and BRI Ventures Global fintech platform Nium announced its latest fundraise . Visa, the world’s leader in digital payments, participated in the round along with existing investors. Another new investor to join the fold was BRI Ventures, the Corporate Venture arm of Bank BRI of Indonesia. Read More: Analyticom......
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......
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......
Tegra118 Welcomes Tito Singh as Chief Revenue Officer
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
Cloud-based Hedge Funds Report Gains in Efficiency and Data Security but Struggle with Data Unification
Fintech Investment Services News

Enfusion Accelerates Growth Trajectory With 132 New Global Client Signings

Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the expansion of its global client base with its 132 new clients. The new signings arrived during the firm’s record breaking last 12 months, with key leadership hires, two new office openings......
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