Search Results for: portfolio management tools

YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Business Fintech News

YCharts Completes Growth Recapitalization With LLR Partners

Fintech News Desk
by Fintech News Desk0
Capital to support continued growth of investment analytics and communications platform for financial advisors and wealth managers YCharts, a cloud-based investment analytics and communications platform for RIAs, broker-dealers and asset managers, today announced LLR Partners completed a growth recapitalization in partnership with the management team. The transaction will support YCharts’ continued organic......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Firstrade's Commission-free Apps Simplify Investing for Options and Active Traders
Fintech News Trading

Firstrade’s Commission-free Apps Simplify Investing for Options and Active Traders

Fintech News Desk
by Fintech News Desk0
Options and active traders can now use an updated iOS and Android version of Firstrade’s powerful mobile app. The Firstrade app version 3.3.9 adds several new features designed specifically for traders wanting to optimize more advanced investing strategies with fewer steps. Android users will experience major changes to the app, while iOS users who have been......
Tora strikes deal with Japan's Revolution Co Ltd
Fintech Investment Services News Trading

TORA wins Global Investor Best Outsourced Trading Solution 2020

Fintech News Desk
by Fintech News Desk0
TORA, the provider of industry leading trading technology, has announced it has been awarded Best Outsourced Trading provider by Global Investor in their 2020 Investment Excellence Awards. TORA was recognized for its unique offering, encompassing flexible operational trading models, proprietary trading technology as well as a high level of customer......
Engrain Raises $3.7 Million in Funding Round Led by RET Ventures to Scale the Growth of its Building Mapping Technology
Fintech Fintech Funding News

Engrain Raises $3.7 Million in Funding Round Led by RET Ventures to Scale the Growth of its Building Mapping Technology

Fintech News Desk
by Fintech News Desk0
Capital raise to support continued product development, software integrations, and business development efforts Engrain, the market leader in interactive mapping technology and data visualization software for the built environment, today announced that it has raised $3.7 million in new funding to fuel its national expansion. The round was led by RET Ventures,......
Featured Fintech Fintech Startups Mobile Banking

Mobile Banking Apps (Made For!) Millenials!

Tanika Mehrotra
by Tanika Mehrotra0
Mobile banking is a popular trend with millennials. To keep up with their banking needs, banks have come up with many streamlined approaches and innovations in mobile and instant banking. From analyzing total spend behaviors, to giving you savings advice, or figuring out your monthly or annual budgets, some of......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
2021 Ushers In One Of The Biggest Innovations For The Payroll Industry: DailyPay's Off-Cycle Payroll Solution
Business Cryptocurrency Economy Fintech Fintech Funding InsurTech News

With An Unwavering Commitment To Data Security, DailyPay Achieves The Highest Security Certification In The Industry

Fintech News Desk
by Fintech News Desk0
DailyPay, the gold standard in the on-demand pay industry, has achieved the gold standard in security by attaining the ISO/IEC 27001:2013 certification. ISO/IEC 27001:2013, an internationally recognized security standard published in October 2013 by the International Organization for Standardization (ISO) and the International Electrotechnical Commission (IEC), provides the framework for an Information......
Triterras Authorizes $50 Million Share Repurchase Program and Provides Update on Recent Events
Fintech InsurTech Trading

Triterras Announces Agreement With The World’s Leading Insurance Broker, Marsh To Offer Digitized Access To Credit Insurance

Fintech News Desk
by Fintech News Desk0
Triterras Fintech, a leading fintech company for commodity trading and trade finance, today announced its agreement with Marsh (Singapore) to offer credit insurance through a digitally streamlined process on its Kratos platform. Read More: Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech Fintech Funding Investment Services News

DiversyFund sees Rapid Growth Amid Global Pandemic

Fintech News Desk
by Fintech News Desk0
Tech-enabled investment platform hits over 13,350 new customers, makes key expansion hires and launches new services DiversyFund, a tech-enabled investment platform providing wealth-building tools to non-accredited investors, has undergone a period of significant growth in 2020 amid the COVID-19 pandemic. The fintech firm, whose mission is to democratize investing in alternatives by......
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