Search Results for: investment intelligence

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Innoviva Names Pavel Raifeld as Chief Executive Officer
Fintech Investment Services News

Innoviva Names Pavel Raifeld as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Pavel Raifeld to continue the implementation of the Company’s strategy and focus on value creation for shareholders Innoviva, (“Innoviva”) today announced the appointment of Pavel Raifeld as Chief Executive Officer effective May 20, 2020. Mr. Raifeld is a seasoned healthcare executive with a strong background in strategy, business development and......
Talkspace Digital EAP and Best Money Moves Join Forces to Promote Financial Wellness and Offer a Seamless Professional Counseling Experience
B2C Fintech News

Talkspace Launches Cigna Relationship, Marking a Milestone of 40 Million Insured Lives Covered for Virtual Mental Health Care

Fintech News Desk
by Fintech News Desk0
Insurance coverage for Talkspace therapy and psychiatry services has increased 5-fold in the last year Talkspace, the global leader in digital behavioral health, launches a new commercial health plan relationship with Cigna, bringing the total number of insured US lives covered for Talkspace to a milestone of 40 million. Under......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
Fintech News

Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows

Fintech News Desk
by Fintech News Desk0
Planful, leading financial planning and analysis (FP&A) cloud platform provider, wrapped up it’s Virtual Tour , capping a successful three-day program that brought FP&A professionals together, doubling attendance over last year’s in-person conference. The participation in the company’s virtual event reflects a heightened interest in Planful’s Continuous Planning vision, as businesses look......
Fundapps Achieves Select Technology Partner Status in the Amazon Web Services Partner Network
Fintech Fintech Funding InsurTech News

Dutch Financial Services Group Chooses FundApps’ Shareholding Disclosure Service

Fintech News Desk
by Fintech News Desk0
One of the world’s leading providers of life insurance, pensions and asset management (the Group) has partnered with RegTech provider FundApps to automate its shareholding disclosure process. FundApps was selected by the Group as their preferred supplier after a comprehensive RFP process. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync......
Workiva and Trintech Announce Strategic Partnership to Transform Financial Close and Global Statutory Reporting Processes
Fintech Investment Services News Risk Management

Workiva and Trintech Announce Strategic Partnership to Transform Financial Close and Global Statutory Reporting Processes

Fintech News Desk
by Fintech News Desk0
Cloud Platform Streamlines Global Reporting in a Secure,Virtual Environment Workiva, provider of the world’s leading connected reporting and compliance platform, and Trintech, a leading global provider of integrated Record to Report software solutions for the office of finance, jointly announce a strategic partnership to help large enterprises and mid-sized organizations streamline......
Payment Behaviors Shift as US and UK Consumers Adjust to COVID-19 Fallout
Fintech News

Payment Behaviors Shift as US and UK Consumers Adjust to COVID-19 Fallout

Fintech News Desk
by Fintech News Desk0
COVID-19 has significantly impacted most aspects of consumer’s lives, including how they shop and make payments. People are concerned for their finances, their health, and are uncertain about the future. Auriemma Group conducted studies in the US and the UK to understand how payment activity and expectations are changing, and......
PSCU to Leverage FICO Customer Communications Services to Build Leading Fraud Alert Solution for Credit Unions
Big Data Fintech News

FICO Network 2.0 Reduces IT Costs, Accelerates Partner Onboarding for Collections Professionals

Fintech News Desk
by Fintech News Desk0
Powered by the FICO Analytic Cloud, FICO Network 2.0 Features an Enhanced Interface, Iron-Clad Security, and Access to More Than 300 Partners FICO, a global analytics leader, announced the latest release of its industry-leading FICO Network. Newly rebuilt on the FICO Decision Management Platform and deployed in the FICO Analytic......
1