Search Results for: investment platform

Truist Insurance Continues Its Expansion with the Acquisition of Insurtech Wellington
Fintech News

Truist’s First Corporate Social Responsibility Report Highlights Significant Merger, Diversity Commitments

Fintech News Desk
by Fintech News Desk0
Truist Financial Corporation (NYSE: TFC) today released its first Corporate Social Responsibility (CSR) Report following the historic merger of equals between BB&T and SunTrust in December of last year. The report reveals the new company’s near and long-term approaches for its economic and environmental, social and governance (ESG) impact. Read......
Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals
Fintech News

Botkeeper to Host Virtual Book Launch Event for new “Botkeeper For Dummies” Book Co-Authored by Jody Padar

Fintech News Desk
by Fintech News Desk0
As part of its ongoing mission of streamlining and scaling bookkeeping in the Accounting Industry, Botkeeper, a leading automated bookkeeping solution purpose-built for Accounting Firms, today announced an exciting virtual book launch event to unveil the transformational “Botkeeper For Dummies” book, to be released during the event on 9/16. Read More: Lumu......
Banking Fintech News

Santander Life opens nine times more current accounts in August than the whole banking system between January and May¹

Fintech News Desk
by Fintech News Desk0
Banco Santander Chile opens 76,500 new net current accounts in the month of August 732% more than in the same month of 2019 Santander Chile (NYSE: BSAC) opened a record number of 76,500 checking account openings in Augusti, of which 70,000 were opened through our Santander Life platform. This number......
Blockchain

Blockchain Research Institute Partners With Blockwall to Launch European Blockchain Think-Tank

Fintech News Desk
by Fintech News Desk0
The Blockchain Research Institute (BRI), the world’s largest independent blockchain think-tank, and Blockwall, a leading blockchain investment firm, are excited to announce the launch of Blockchain Research Institute Europe (BRIE). This partnership will establish the BRIE as the preeminent European blockchain think-tank. Building on the path-breaking work of the BRI and the deep network......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
Alternative Data Disruptor Makes Key Hire to Drive Expansion
Capital Markets

Alternative Data Disruptor Makes Key Hire to Drive Expansion

Fintech News Desk
by Fintech News Desk0
Capital markets technology leader CloudQuant continues to be a disruptive force in the alternative data, with the addition of a key hire, Ted Sturiale as Vice President of Sales. Sturiale’s appointment is a direct response to CloudQuant’s booming Alternative Data Showcase and platform-as-a-service business which has experienced explosive growth and......
DealMaker, DealSquare, and NEO Launch New Partnership for Enhanced Private Placement Offerings
Business Fintech News

DealMaker, DealSquare, and NEO Launch New Partnership for Enhanced Private Placement Offerings

Fintech News Desk
by Fintech News Desk0
Joint service offering aims to modernize and simplify the private markets DealMaker, DealSquare, and NEO announced the launch of a new partnership to provide a comprehensive private placement solution for issuers, dealers, advisors, and investors – a solution that is both fully digital and global in reach. DealMaker is a......
Brex Adds Two New Integration Partners, With Industry-Leading Accounting Support
Business Fintech News

Brex Adds Two New Integration Partners, With Industry-Leading Accounting Support

Fintech News Desk
by Fintech News Desk0
Integrations with Concur Expense and Xero enable customers to scale their businesses with Brex Brex, the company reimagining financial systems for growing businesses,  announced a new partnership with SAP Concur allowing Brex customers to automatically update and reconcile their corporate card expenses with Concur® Expense. At the same time, Brex......
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