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Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board
Economy Fintech Investment Services News

EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board

Fintech News Desk
by Fintech News Desk0
EquityMultiple, a New York-based wealthtech firm that provides accredited investors with streamlined access to commercial real estate investments, announced a series of growth trends that have continued throughout 2020, amid challenging economic conditions. Read More: Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators EquityMultiple recently added Christian......
Global CFO Survey: CFOs Look to Build “Future Ready” Organizations in the Wake of COVID-19
Business Fintech News Risk Management

Global CFO Survey: CFOs Look to Build “Future Ready” Organizations in the Wake of COVID-19

Fintech News Desk
by Fintech News Desk0
WNS Limited, a leading provider of global Business Process Management (BPM) announced the release of the Global CFO Survey report by Everest Group, a leading consulting and research firm. The survey polled 300 CFOs and their direct reports from large enterprises across 20 different industries globally to better understand how they......
Cambridge Global Payments Launches Its Latest Open API Platform
Fintech News Risk Management

Cambridge Global Payments Launches Its Latest Open API Platform

Fintech News Desk
by Fintech News Desk0
Cambridge Global Payments (“Cambridge”), a FLEETCOR company and a provider of integrated cross-border payments and currency risk management solutions, is pleased to announce it is launching an enhanced version of the Application Programming Interface (API) platform that will open it up for third-party and software developers around the world. Read......
Addepar Raises $117M in Series E Funding
Fintech Fintech Funding Investment Services News

Addepar Raises $117M in Series E Funding

Fintech News Desk
by Fintech News Desk0
Investment led by WestCap Group will support the expansion of Addepar’s industry-leading platform Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group (“WestCap”). WestCap’s investment from its flagship Strategic Operator Fund was led by Laurence A. Tosi, WestCap’s Founder and Managing Partner......
Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology
Artificial Intelligence Business Fintech Investment Services News Robotic Process Automation

Ultimus Announces Addition Of uETF Application To uSUITE Platform

Fintech News Desk
by Fintech News Desk0
Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the release of another innovation technology application, uETF, as part of the firm’s uSUITE framework which includes uPRICE, uTRANSACT and uNAV applications, among others. Designed to further streamline and add functionality......
Accounting Seed Unveils Reimagined Bank Direct Connect Feature
Business Fintech News

Accounting Seed Unveils Reimagined Bank Direct Connect Feature

Fintech News Desk
by Fintech News Desk0
Native Salesforce Partner, Accounting Seed, brings the completely redesigned Bank Direct Connect feature to market this November for smoother, more sophisticated bank transaction data management that fully embraces Salesforce’s Lightning technology. Read More: Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators “The new and improved Bank Direct Connect feature......
Artificial Intelligence Business Fintech News

NICE Actimize Chosen To Drive Modernization Of Financial Crime Operations For Desjardins Group

Fintech News Desk
by Fintech News Desk0
NICE Actimize, a NICE (NASDAQ: NICE) business, today announced that it was chosen by Desjardins Group, Canada’s leading financial cooperative with more than 7 million members and $300 billion in total assets, to provide modernization and expansion for the institutions’ financial crime compliance program and operations. Reaffirming its long-term commitment to......
Broadridge Announces Next Generation Virtual Shareholder Meeting Platform
Fintech News

Broadridge Announces Next Generation Virtual Shareholder Meeting Platform

Fintech News Desk
by Fintech News Desk0
The enhanced platform will increase accessibility, transparency and engagement and leverages APIs to facilitate shareholder access to any virtual meeting platform Broadridge Financial Solutions, Inc., a global Fintech leader and pioneer in virtual shareholder meetings (VSM), has announced the first phase of its enhanced VSM platform. This next generation of VSMs......
IBM to Acquire SAP Consulting Partner TruQua
Business Fintech News

IBM to Acquire SAP Consulting Partner TruQua

Fintech News Desk
by Fintech News Desk0
As part of IBM is hybrid cloud growth strategy to drive digital transformation for clients, IBM announced it has reached a definitive agreement to acquire TruQua Enterprises, LLC, an IT services and consulting SAP development partner that specializes in delivering finance and analytics solutions to Fortune 500 companies. Financial terms were......
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