Search Results for: investment management platform

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Vested Finance’s AUM Jumps 10-Fold in Nine Months
Fintech Fintech Funding Investment Services News

Vested Finance’s AUM Jumps 10-Fold in Nine Months

Fintech News Desk
by Fintech News Desk0
Vested Finance, an online investment platform that enables Indian investors to invest in the US stock market saw total investments in the US markets from India grew 20% month-on-month in May 2020. The platform registered 30% growth in the number of people who have transferred USD into their accounts for......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Introduces Apex Extend

Fintech News Desk
by Fintech News Desk0
Full-stack, turnkey technology enables financial and non-financial firms to quickly and cost-effectively enter wealthtech space Apex Clearing, the digital custody and clearing engine powering the future of wealth management, launched a new turnkey platform solution called Apex Extend. This innovative end-to-end business solution levels the fintech playing field with modular......
S3 Partners Offers Market Leading Financial Data on Snowflake Platform
Capital Markets Fintech Investment Services News

Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
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......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board
Fintech News

Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board

Fintech News Desk
by Fintech News Desk0
Liquefy is pleased to announce the appointment of Jerome Chung to its Advisory Board. Jerome brings a wealth of knowledge and expertise from real estate, asset management and finance. He is passionate about nurturing and supporting the growth of the next generation of industry leaders. Having gained significant traction over......
John Walsh Joins Zipari as Chief Technology Officer
Fintech InsurTech Investment Services News

John Walsh Joins Zipari as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Zipari, the first and only consumer experience platform built specifically for the health insurance industry, is pleased to announce that John Walsh has joined the company as Chief Technology Officer (CTO). Walsh is the first CTO at Zipari and assumes responsibility for all technology including Architecture, Core Engineering, Infrastructure, Quality......
BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors
Banking Business Fintech News

BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors

Fintech News Desk
by Fintech News Desk0
InfiniteIQ Consulting, a nationally recognized technology and data management consulting firm, and BlueVenn, the leading Customer Data Platform (CDP) vendor, have today announced a new strategic technology partnership focussed on helping healthcare, financial services, insurance and retail organizations make better sense of their customer data, and improve their omnichannel personalization......
benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown
Fintech News

benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown

Fintech News Desk
by Fintech News Desk0
Strategy, Methodology, and Training Are Keys to Smooth Transition During a Pandemic benel Solutions (benel) is pleased to announce the recent launch of new Association Management Software (AMS) for the Minnesota Society of Certified Public Accountants (MNCPA) on March 18, 2020. MNCPA was successfully transitioned by benel to a cloud-based system in the middle of......
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