Search Results for: strategic investments

MSCI Appoints Andrew C. Wiechmann Chief Financial Officer
Fintech Investment Services News

MSCI Appoints Andrew C. Wiechmann Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today the appointment of Andrew C. Wiechmann as Chief Financial Officer (“CFO”), effective immediately. Linda S. Huber, who is stepping down from her role as CFO, will remain with the......
Alto Adds Several Prominent Crypto Fund Managers to its Platform, Continues to Expand Access to Alternative Asset Investing Via IRA
Fintech Investment Services News

AltoIRA Enables Individuals to Invest in Startups Using IRAs

Fintech News Desk
by Fintech News Desk0
AltoIRA partnership with Republic makes it easier for everyone to invest their retirement savings in startups AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, today announced a new partnership with Republic, a leading investment platform for startups. The partnership......
Industry Names Pico “Best Managed Services for Trading” for Fifth Consecutive Year
Fintech News Trading

UOB Kay Hian Selects Pico to Deliver its Singapore-Based Next-Generation Trading Platform

Fintech News Desk
by Fintech News Desk0
Pico supporting firm to access the markets faster and efficiently scale expansion of its multi-asset offering Pico, a leading provider of technology services for the financial markets community, today announced it has been selected by one of Asia’s largest brokerage firms, UOB Kay Hian, to provide managed services and support for its......
Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology
Fintech Fintech Funding News Robotic Process Automation

Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology

Fintech News Desk
by Fintech News Desk0
Clients benefit from increased service levels thanks to back-end automation Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers and an award-winning fund administrator, is pleased to share that it completed the second phase of the company’s proprietary uSUITE® technology launch, solidly laying the groundwork for the firm’s innovative......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Fintech News

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management
Artificial Intelligence Fintech News

Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management

Fintech News Desk
by Fintech News Desk0
Pagaya, a global, data-driven asset manager, today announced the hire of five finance industry veterans. Jeff Andrews and Paul Limanni joined Pagaya as Head of Originations and Head of Structured Products, respectively. Brandon McCue joined as Senior Managing Director of Client Advisory, Rob Brady as Senior Managing Director of Institutional......
Truist Insurance Continues Its Expansion with the Acquisition of Insurtech Wellington
Fintech Investment Services News

Truist Unveils Venture Capital Division with New Fintech Investment

Fintech News Desk
by Fintech News Desk0
Truist Ventures leads latest funding round for global payments network Veem Truist Financial Corporation (NYSE: TFC) today announced the launch of Truist Ventures, a corporate venture capital division created by integrating investments in technology companies from the heritage SunTrust brand with BB&T Ventures. The firm, which also is announcing its latest deal......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Banking Fintech News Risk Management

Citi CEO Michael Corbat Announces Plans to Retire in February 2021

Fintech News Desk
by Fintech News Desk0
Citi CEO Michael Corbat announced that, after 37 years at Citi, including the last eight years as CEO, he plans to retire from Citi and step down from its Board of Directors in February of 2021. The Board of Directors selected Jane Fraser, currently Citi’s President and CEO of Global......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
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