Search Results for: investment platform

Morgan Stanley to Acquire Eaton Vance
Capital Markets Fintech News

Morgan Stanley to Launch Wealth Management in Canada as Part of Its Leading Workplace Offering

Fintech News Desk
Morgan Stanley announced its plan to launch Morgan Stanley Wealth Management Canada, a full-service wealth management offering to complement the existing Shareworks by Morgan Stanley stock plan administrative services it provides to executives and employees who reside in Canada (subject to regulatory approval). Morgan Stanley has selected Canaccord Genuity as......
Fiserv Named Best Digital Mortgage Company in 2020 FinTech Breakthrough Awards
Fintech News

Fiserv Named Best Digital Mortgage Company in 2020 FinTech Breakthrough Awards

Fintech News Desk
Prestigious award program recognizes Fiserv for second consecutive year Fiserv, a leading global provider of payments and financial services technology solutions, has been named the Best Digital Mortgage Company in the fourth annual FinTech Breakthrough Awards. FinTech Breakthrough, an independent market intelligence organization, recognizes the top companies, technologies and products......
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Talkspace Digital EAP and Best Money Moves Join Forces to Promote Financial Wellness and Offer a Seamless Professional Counseling Experience
B2C Fintech News

Talkspace Launches Cigna Relationship, Marking a Milestone of 40 Million Insured Lives Covered for Virtual Mental Health Care

Fintech News Desk
Insurance coverage for Talkspace therapy and psychiatry services has increased 5-fold in the last year Talkspace, the global leader in digital behavioral health, launches a new commercial health plan relationship with Cigna, bringing the total number of insured US lives covered for Talkspace to a milestone of 40 million. Under......
New Majesco Report Assesses the Digital and No Code / Low Code Insurance Platform Current and Future State and the Path to Digital Maturity
Fintech InsurTech News

Majesco Draws Record High Attendance at Its Virtual Spring Product Council Meeting

Fintech News Desk
Over 175 P&C customers joined Majesco to exchange information and strategize upcoming product plans that will help enable the future of insurance Majesco, a global provider of cloud insurance platform software, announced the successful completion of its 13th spring product council meeting that brought together Majesco’s P&C customers to discuss......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
All of Us Financial Is Now Live, Poised To Take On Industry Titans
Fintech News Trading

All of Us Financial Is Now Live, Poised To Take On Industry Titans

Fintech News Desk
The world’s only fully transparent online broker raises $3.5 million USD to reengineer trading for self-directed investors All of Us, the world’s first fully transparent online broker, announced its trading platform is officially live via the All of Us website or app on iOS and Android. The mobile- and web-based trading platform......
Trustology is First Cryptoasset Custody Wallet Provider to Join Corda Network With LAB577's DASL
Business Fintech News

Trustology is First Cryptoasset Custody Wallet Provider to Join Corda Network With LAB577’s DASL

Fintech News Desk
Trustology, a London-based institutional cryptoasset custody firm dedicated to enabling global crypto adoption, announces that it will be partnering with Digital Asset Shared Ledger (DASL) — a platform developed by LAB577 to transform traditional financial instruments into digital assets. This partnership allows Trustology to join the Corda Network, making the company the first......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
1