Search Results for: portfolio businesses

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Yinon's Stock Portfolio: An App for Novice and Experienced Investors to Build a Successful Value Investment Stock Portfolio
Capital Markets Fintech Investment Services News

Yinon’s Stock Portfolio: An App for Novice and Experienced Investors to Build a Successful Value Investment Stock Portfolio

Fintech News Desk
by Fintech News Desk0
Leveraging market wisdom and foresight from one of the world’s leading value investors, App Central’s new app provides tips, insights and ideas on exceptional investment opportunities Dr. Yinon Arieli, an experienced value investor, has launched a new mobile App that helps stock market investors discover winning stock ideas on Wall Street.......
Community Banks Provide Paycheck Protection Program Loans to Small Businesses With Teslar Software
Banking Business Fintech News

Community Banks Provide Paycheck Protection Program Loans to Small Businesses With Teslar Software

Fintech News Desk
by Fintech News Desk0
Fintech enables banks to quickly and efficiency manage flood of PPP loan applications Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that it is offering Teslar Unite – PPP. This free module provides community banks a secure portal and......
BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home
Fintech News

BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

Fintech News Desk
by Fintech News Desk0
BondIT, an independent portfolio construction technology provider for fixed income, announced the ramping up of its remote working features to support portfolio managers and financial advisors working from home. The BondIT team of 30 engineers are engaged and ready to consult and to support any financial institution or advisory firm......
Mitratech Acquires Leading Immigration Case Management Provider INSZoom
Business Fintech News

Mitratech Adds ClusterSeven MRM to its Data Privacy and Information Governance Solutions Portfolio

Fintech News Desk
by Fintech News Desk0
Provides GRC Professionals With a Powerful Model Risk Management Solution for Businesses That Rely on Models for Core Business Processes. Mitratech, a leading provider of legal and compliance software, announced the addition of ClusterSeven MRM to its industry-leading Enterprise Compliance Suite of data privacy and information governance solutions. The Model......
eToro Launches DividendGrowth Portfolio
Banking Fintech News

eToro Launches DividendGrowth Portfolio

Fintech News Desk
by Fintech News Desk0
– Portfolio of stocks that have consistently paid dividends over 20 years eToro, the multi-asset investment platform, has launched a portfolio comprising stocks that have consistently paid investors a dividend over the past 20 years. The DividendGrowth portfolio makes investing in dividend stocks easier for retail investors, who might not......
LeaseQuery Unveils LeaseGuru, the Industry’s Most Advanced Lease Accounting Solution for Small Businesses
Fintech News

LeaseQuery Unveils LeaseGuru, the Industry’s Most Advanced Lease Accounting Solution for Small Businesses

Fintech News Desk
by Fintech News Desk0
LeaseGuru, powered by LeaseQuery, facilitates mandatory compliance for businesses with a lease portfolio of under ten LeaseQuery, a leading provider of comprehensive lease accounting software to more than 1,000 companies, announced the launch of LeaseGuru, its CPA-approved, cloud-based lease accounting solution for public and private companies with a lease portfolio of......
Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses
Cryptocurrency

Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses

Fintech News Desk
by Fintech News Desk0
Origin Protocol and Origin Tokens (OGN) Are Now Integrated Into Blox’s Crypto Accounting and Asset Management Platform to Enable Automation and Access Professional Crypto Tools. Blox, an industry-leading platform for crypto accounting, tax and asset management, has collaborated with Origin Protocol to enable automated tools for helping marketplace operators, investors and finance......
Rand Capital Reports 12% Increase in Total Investment Income for Third Quarter 2023
Fintech Investment Services News

Rand Capital Reports 12% Increase in Total Investment Income for Third Quarter 2023

Business Wire
by Business Wire0
Total investment income increased 12% to $1.7 million for the quarter compared with the third quarter last year driven by strong growth in interest income Net asset value per share (“NAV”) was $23.77 at September 30, 2023, up 6% from year-end 2022 Invested $7.8 million in new investments during the......
Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer
Investment Services News

Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer

GlobeNewswire
by GlobeNewswire0
OSE introduces Chief Investment Officer role, appointing Jack Edmondson Oxford Science Enterprises (OSE), the independent investment company created to found, fund and build transformational businesses via its unique partnership with the University of Oxford, announces the appointment of Ed Bussey as CEO and Jack Edmondson as CIO. We are delighted......
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