Search Results for: investment platform

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
Tokensoft Facilitates Launch of First Blockchain IPO With INX Limited
Blockchain Fintech News

Tokensoft Facilitates Launch of First Blockchain IPO With INX Limited

Fintech News Desk
Digital asset exchange INX Ltd. launches the first blockchain IPO in the US utilizing the Tokensoft technology platform. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers Following the successful launch of the first SEC-registered mutual fund, ArCoin, Tokensoft is excited to announce the launch of the......
Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.
Banking Fintech News

Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.

Fintech News Desk
Trovata, an emerging enterprise fintech automating cash reporting and forecasting with its multi-bank API data aggregation platform, and ICD, corporate treasury’s trusted independent portal provider of money market funds and other short-term investments, announced today that they have launched an integrated workflow for corporate cash forecasting and investing. Bandwidth Inc. (NASDAQ: BAND), a software company......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management
Business Fintech News

Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management

Fintech News Desk
Fintech veterans to lead product and revenue growth strategy Yieldstreet, the digital wealth management platform, announced the addition of two senior finance and technology industry veterans to help lead the company’s revenue growth strategy. Mathew Keshav Lewis will serve as Chief Revenue Officer and General Manager of Investments, and Sylvain......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance
Fintech Fintech Funding News

Stratify Raises $4.9 Million to Deliver Intelligent and Automated Budgeting Tools to Strategic Finance

Fintech News Desk
Stratify, a venture-backed start-up focused on bringing a collaborative and connected approach to strategic finance, today announced it has closed a $4.9 million Series Seed investment to transform financial planning and analysis by tackling one of the most important elements of managing any company–the budgeting process. The investment round was......
WEX’s Health Division Introduces AI-Driven Chatbot
Artificial Intelligence Fintech News

WEX’s Health Division Introduces AI-Driven Chatbot

Fintech News Desk
WEX, a leading financial technology service provider, announced the introduction of its new artificial intelligence (AI)-driven chatbot designed to enhance the personalized benefits account experience delivered by its Health division to 390,000 employers and more than 32 million consumers across the United States. Read More: COVID-19 and Automation are Changing......
The FinTech Sector Will Lead M&A Activity Out of the Doldrums, and This Is Why …   
Fintech Fintech Funding Guest Posts InsurTech Investment Services

The FinTech Sector Will Lead M&A Activity Out of the Doldrums, and This Is Why …   

Nicky Cotter
Seven months into a global pandemic, the harsh lessons learned are creating a sweet spot for FinTech companies and start-ups and an expected uptick in deals involving US tech giants. And while lagging 2019 levels, we’ve seen US-based deal activity rise 3% in 2020. On the M&A side we saw big acquisitions with FIS acquiring Worldpay for $35Bn and Fiserv acquiring First......
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