Search Results for: investment management platform

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Fintech News Desk
Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial. In this role, Langlois will assume responsibility for the Kestra-branded broker-dealer and registered investment advisers. Read More: Banks Are Experiencing a Kodak......
Artificial Intelligence InsurTech News

Swyfft collaborates with the innovative technology of Bees360 to process wind and hail claims using drones and AI

Fintech News Desk
Swyfft, who provides fast and friendly homeowners insurance through their patented analytical methods and unique data sources, has pegged Bees360’s claims assist solution for handling wind & hail claims. Swyfft’s utilization of Bees360 combines drones, AI, autonomous flight apps and licensed desk adjusters to create a faster and more efficient......
Magnifi Names Broadridge Executive as Chief Product Officer
Business News

Magnifi Announces CEO, COO & Advisory Members To Lead Next Stage Of Company Growth

Fintech News Desk
Announcement adds to appointment of Dave Pottruck, ex-CEO of Schwab and Chairman of Hightower as executive co-chairman in Q2 Magnifi, a company founded by Dr. Vinay Nair at The TIFIN Group and the world’s first natural-language powered investment platform with over 100,000 searches and $100B in assets under influence, today announced Richard Hurwitz, ex-CEO of......
Altvia Wins Silver Stevie® Fintech Award
Business Fintech Funding Investment Services News

Altvia Announces Majority Recapitalization With Bow River Capital Software Growth Equity Fund

Fintech News Desk
The investment from Bow River will enable the company to accelerate growth, rapidly deliver on innovation within its product suite, and scale across every dimension Altvia, market-leading provider for CRM and investor & deal management systems specifically built for Private Capital Market firms, today announced a majority recapitalization from Bow......
Tricor Welcomes New Laws That Amplify Hong Kong’s Role as Leading Asian Fund Hub
Fintech Fintech Funding News

Tricor Welcomes New Laws That Amplify Hong Kong’s Role as Leading Asian Fund Hub

Fintech News Desk
Tricor Group (Tricor) congratulates the Hong Kong Government for boosting the city’s role as a major Asian private equity hub by introducing the long-awaited Limited Partnership Fund Bill (LPF regime) which should become legislation on August 31. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart......
Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios
Fintech Investment Services News

Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios

Fintech News Desk
Nest Wealth, Canada’s leading independent digital wealth platform, is excited to announce that Forstrong Global Asset Management’s actively managed solutions are now available through the Nest Wealth Plus platform to clients referred by financial advisors. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart Fund,......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Barclays Appoints Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking
Banking Fintech News

Barclays Appoints Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking

Fintech News Desk
Barclays announces the appointment of Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking. Mr. Stine will be based in New York, and will report to Tim Main, Global Head of FIG Banking at Barclays. Read More: Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Fintech Mobile Banking News

MoneyLion Launches RoarMoney, an Advanced Mobile Banking Experience

Fintech News Desk
MoneyLion, the award-winning consumer digital finance platform, announced the launch of RoarMoneySM, a new demand deposit account powered by MetaBank, N.A., and featuring Mastercard as the exclusive card network. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX RoarMoney is designed to meet the evolving needs of consumers......
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