Search Results for: money management

Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
by Fintech News Desk0
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
Mizuho Bank Luxemburg Upgrades Anti-financial Crime Compliance Risk Management With Napier
Compliance management News Risk Management

Mizuho Bank Luxemburg Upgrades Anti-financial Crime Compliance Risk Management With Napier

Fintech News Desk
by Fintech News Desk0
Mizuho Trust and Banking (Luxembourg) S.A , the Luxembourg subsidiary of Japan’s Mizuho Trust & Banking division (part of Mizuho Financial Group) , is upgrading its Transaction Monitoring framework strategy through a partnership with Napier, the financial crime compliance technology specialist. An intelligent compliance platform, Napier Continuum, including Transaction Monitoring, Client......
Stillwater, MN Digitizes Parking and Mobility Management With Passport
Digital Payments News

Stillwater, MN Digitizes Parking and Mobility Management With Passport

Fintech News Desk
by Fintech News Desk0
Year-round travel destination in Minnesota launches Passport Parking for easy, contactless parking payments The City of Stillwater is partnering with mobility software and payments company Passport to provide its community with an easier and more convenient way to pay for parking. With Passport’s platform in place, the City can also access real-time parking insights and......
Commerce Digital Payments News

Digital B2B Money Transfers Grew 400% From Q1 vs Q4 2022 In Colombia: Tribal

Fintech News Desk
by Fintech News Desk0
Online commerce and digital payments increasingly play a more decisive role in the development of companies, since they are the entrance to new markets, customers, and suppliers, as well as to an ecosystem that allows them to be more efficient and smart, for example, in managing their finances, inventory and......
iM Global Partner Announces Strategic Investment in Berkshire Asset Management
Investment Services News

iM Global Partner Announces Strategic Investment in Berkshire Asset Management

Fintech News Desk
by Fintech News Desk0
iM Global Partner, a leading global asset management network, announced the acquisition of a strategic, non-controlling stake in Berkshire Asset Management (“Berkshire”), which becomes iM Global Partner’s 9th Partner. Through this strategic partnership, Berkshire joins iM Global Partner’s extensive global asset management family and distribution network. Located in Wilkes-Barre, Pennsylvania, Berkshire is an independent......
K1 Investment Management Exits Portfolio Company TeamDynamix
Investment Services News

K1 Investment Management Exits Portfolio Company TeamDynamix

Fintech News Desk
by Fintech News Desk0
Seeing opportunity for continued growth, K1 remains a significant shareholder in the company K1 Investment Management, a leading investment firm focused on high-growth enterprise software companies, announced the sale of its portfolio company TeamDynamix, a leading provider of work management software, to Level Equity for an undisclosed amount. K1 will......
Valour Crypto Products Now Available at Independent Research Provider MoneyMoon
Capital Markets DeFi News

Valour Crypto Products Now Available at Independent Research Provider MoneyMoon

Fintech News Desk
by Fintech News Desk0
Independent platform MoneyMoon lists Valour ETP products due to best tracking performance Valour Inc., a technology company and the first and only publicly traded company that bridges the gap between traditional capital markets, Web3 and decentralized finance, announced that the independent comparison platform MoneyMoon listed Valour’s product since last week.......
BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices
Finance Investment Services News

BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices

Fintech News Desk
by Fintech News Desk0
Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared In a new study from BNY Mellon Wealth Management and Campden Wealth, the next generation of ultra-high-net-worth individuals (UHNWI) overwhelmingly indicate they are ready for succession in the family enterprise, with......
Artificial Intelligence B2B News

Dubai-based NOW Money Selects ThetaRay AI Tech To Prevent Financial Crime on the Inclusive Banking App

Fintech News Desk
by Fintech News Desk0
NOW Money, the GCC’s first mobile banking solution focused on financial inclusion, and ThetaRay, a leading provider of AI-powered transaction monitoring technology, today announced a collaboration to implement ThetaRay’s cloud-based AML solution to monitor cross-border payments and support in the prevention of financial crimes and money laundering on the fintech’s payments......
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