Search Results for: mutual funds

Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management
Business Fintech News Trading

Terrapin Technologies Launches Trade Surveillance Solution in partnership with Wintrust Wealth Management

Fintech News Desk
Wintrust Wealth Management invests in technology enhancement benefitting its compliance program by delivering a more agile and efficient analysis of direct business transactions. Terrapin Technologies today announced a new trade surveillance solution in partnership with Wintrust Wealth Management. The trade surveillance solution provides compliance departments the capability to monitor sales......
Greenlight Raises $215 Million at a $1.2 Billion Valuation To Help Millions More Parents Raise Financially-Smart Kids
Fintech Investment Services Mobile Banking News

Greenlight Introduces Educational Investing Platform For Kids

Fintech News Desk
Greenlight Financial Technology, Inc. (Greenlight), the fintech company on a mission to help parents raise financially-smart kids, today announced Greenlight Max, the first educational investing platform designed for kids. In 2017, the company launched a parent-managed debit card and app for kids to teach money management skills. Today, Greenlight serves......
Morningstar-ships-market-monitoring-platform
Business Fintech Investment Services News

Morningstar Ships Market Monitoring Platform

Fintech News Desk
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
Broadridge Launches ESG Advisory Services
Artificial Intelligence Fintech News

New AI Platform Provides Proxy Voting Data from Broadridge

Fintech News Desk
Enhancing the proxy voting experience through customized data Broadridge Financial Solutions, Inc. , a global Fintech leader, has launched Broadridge Proxy Policies & Insights (PPI) Data, a first-of-its-kind comprehensive platform providing an open data-feed of proxy voting data and analytics. This new platform, which will leverage Machine Learning (ML) services from Amazon......
Tickeron Reveals AI Trading Robots for Cryptocurrency Markets
Artificial Intelligence Fintech News

Tickeron Unveils Unparalleled Time Machine For AI Screener

Fintech News Desk
A Technology Empowering Traders in Hedge Funds, ETFs and Mutual Funds With Unprecedented Back-Testing Capabilities Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, presents the Tickeron Time Machine (TMM) for AI Screener. The screener is a unique back-testing tool. It uses previously successful market settings to......
ICICI Bank Launches ‘iMobile Pay’; India’s First App that Offers Payments and Banking Services for All
Banking Business Fintech Mobile Banking News

ICICI Bank Launches ‘iMobile Pay’; India’s First App that Offers Payments and Banking Services for All

Fintech News Desk
Customers of any bank can link their bank account, generate a UPI ID and start paying and shopping immediately They also get instant access to the entire range of ICICI Bank’s banking services They can transfer money to any bank account, payment app and digital wallet  ICICI Bank today announced that it......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
Banking Fintech Mobile Banking News Trading

Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
Citizens Financial Group, Inc. Appoints Christopher J. Swift and Lee Alexander to Board of Directors
Fintech News

Citizens Financial Group, Inc. Appoints Christopher J. Swift and Lee Alexander to Board of Directors

Fintech News Desk
Howard (Hoddy) Hanna to Retire from Board in April 2021 Citizens Financial Group, Inc. (NYSE: CFG) today announced the appointment of Christopher (Chris) J. Swift and Lee Alexander to its board of directors, effective February 1, 2021. Mr. Swift currently serves as Chairman and Chief Executive Officer of The Hartford......
UP-Fintech-Tops-1-Million-Customer-Accounts
Business Fintech

UP Fintech Tops 1 Million Customer Accounts

Fintech News Desk
UP Fintech Holding Limited (with all of its subsidiaries, referred to as “UP Fintech” or the “Company”, known as Tiger Brokers in Asia) (NASDAQ: TIGR), a leading online brokerage firm focusing on global investors, recently announced that it opened its one millionth customer account. Since launching its flagship APP, Tiger Trade, six years......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
Business Fintech News

First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
1