Search Results for: investment management platform

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.......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
BHD Leon, a Leading Bank in the Dominican Republic, Selects Temenos to Power its Digital Transformation
Banking Fintech News

BHD Leon, a Leading Bank in the Dominican Republic, Selects Temenos to Power its Digital Transformation

Temenos, the banking software company, announced that BHD Leon has chosen to implement Temenos Transact, the next generation core banking product, as part of its digital transformation program. The implementation will be conducted in two phases, migrating business lines across retail, SME, corporate and wealth management sectors from a legacy......
MX Named One Of Inc. Magazine's Best Workplaces 2020
Fintech News

MX Named One Of Inc. Magazine’s Best Workplaces 2020

Fast-growing fintech recognized for its culture, people, and advocacy-based mission to empower the world to be financially strong MX, the leading platform to harmonize the money experience, has been named one of Inc. magazine’s Best Workplaces of 2020, the outlet’s fifth annual ranking of the top private companies to work for in......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United......
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......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Banking Fintech News

CFM Reveals Major Upgrade of iQ Business Intelligence Suite for Banks and Credit Unions

CFM, the leader in core-integrated banking technology, announces major upgrades to its iQ business intelligence platform. The real-time analytics suite helps banks and credit unions make data-driven decisions on purchasing, deploying and optimizing cash dispensers and recyclers. This new release was made available to all current CFM iQ customers on May 1,......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Blockchain Fintech News

Monsoon Blockchain Partners With Industry Giants in the US and Asia to Engineer the Next Generation of Fintech

Monsoon Blockchain Corporation, Asia’s premier blockchain company pioneering the adoption of highly secure decentralized asset management, has partnered with Asia’s largest digital asset platform OSL of BC Group, DraperDragon Fund, CarbonBlue of BSN, and Academy Award Winning Studio Cross Creek Media. This deal signifies a major move for the blockchain,......
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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