Search Results for: investment platform

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
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

Fintech News Desk
by Fintech News Desk0
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

Fintech News Desk
by Fintech News Desk0
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

Fintech News Desk
by Fintech News Desk0
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......
Darqube - Democratizing Financial Technology for Smarter Investing
Fintech Fintech Startups News Trading

Darqube – Democratizing Financial Technology for Smarter Investing

Fintech News Desk
by Fintech News Desk0
Beating Wall Street means staying ahead of the curve. Darqube, a London based Fintech start-up, provides the solution that revolutionizes the way retail investors make their decisions. Current trading analytics tools for retail investors provide limited insights, while professional platforms used by financial institutions are too expensive. Studies show that 90% of retail......
Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity
Fintech Investment Services News

Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity

Fintech News Desk
by Fintech News Desk0
Proxymity, the digital investor communications platform developed within Citi’s Institutional Clients Group, announced that it has raised $20.5 million in a strategic round of investment and will form its own entity via a global, industry-led consortium. The consortium brings together the leading global and direct custodians and the leading issuer agents......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Fintech Investment Services News

Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Fintech News Desk
by Fintech News Desk0
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......
Sylo Announces Top-Tier Exchange Listing for SYLO Token
Cryptocurrency Fintech News Trading

Sylo Announces Top-Tier Exchange Listing for SYLO Token

Fintech News Desk
by Fintech News Desk0
Global software development house Sylo announced the listing of their SYLO cryptocurrency token on major global exchange KuCoin. The SYLO token is available for public trading on the KuCoin platform effective immediately. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers The release of the SYLO token has been a......
AI-Powered Trading Platform Tickeron Releases New Swing Trading AI Robots
Artificial Intelligence Fintech News Risk Management Trading

Tickeron Introduces Diversification Score To Revolutionize Portfolio Analysis And Risk Management

Fintech News Desk
by Fintech News Desk0
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, announces its Diversification Score tool, providing investors with valuable portfolio diversification insight generated by artificial intelligence analysis. Read More: M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms Founded by Sergey Savastiouk, the company’s......
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